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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1751
Sonora Investment Management
Arizona
$282K -$6.55K -23 -2%
BC
1752
Blackhill Capital
New Jersey
$281K – – –
BFM
1753
Broadview Financial Management
Wisconsin
$280K +$1.14K +4 +0.4%
WPA
1754
Winning Points Advisors
Florida
$279K – – –
IIC
1755
Integrated Investment Consultants
Michigan
$279K +$273K +958 New
TI
1756
TTP Investments
California
$277K -$4.27K -15 -2%
MIA
1757
MainStreet Investment Advisors
Illinois
$276K +$19.6K +69 +8%
OCM
1758
Orser Capital Management
Texas
$274K -$51.3K -180 -15%
AWA
1759
ARS Wealth Advisors
Florida
$272K -$94.5K -332 -26%
APP
1760
Avantax Planning Partners
Iowa
$272K -$72.3K -254 -21%
JFA
1761
JNBA Financial Advisors
Minnesota
$271K -$503K -1,768 -65%
AOWM
1762
Alpha Omega Wealth Management
Virginia
$271K – – –
BHWM
1763
Bar Harbor Wealth Management
New Hampshire
$271K +$11.4K +40 +4%
CAM
1764
Capco Asset Management
Florida
$270K +$265K +930 New
BA
1765
Baugh & Associates
Georgia
$269K -$165K -580 -38%
WCWM
1766
Willow Creek Wealth Management
California
$269K – – –
DLG
1767
Daniel L. Goodwin
$268K – – –
WA
1768
WealthTrust Axiom
Pennsylvania
$265K -$86.6K -304 -25%
FMP
1769
Financial Management Professionals
Texas
$263K -$135K -475 -34%
AIA
1770
Arbor Investment Advisors
North Carolina
$261K – – –
OIWM
1771
OptiFour Integrated Wealth Management
Virginia
$259K – – –
NCM
1772
Noesis Capital Mangement
Florida
$258K -$396K -1,391 -61%
QCM
1773
Quadrant Capital Management
New Jersey
$258K +$252K +886 New
KTC
1774
Kistler-Tiffany Companies
Pennsylvania
$257K – – –
OCM
1775
Orleans Capital Management
Louisiana
$257K +$9.97K +35 +4%
69 70
71
72 73