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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1751
Highlander Partners
Texas
$2.72M – – –
FP
1752
Financial Perspectives
Minnesota
$2.72M +$61.7K +147 +2%
HFA
1753
High Falls Advisors
New York
$2.72M -$91.1K -217 -3%
BWM
1754
BNC Wealth Management
Oregon
$2.71M -$192K -457 -7%
AFG
1755
Allegheny Financial Group
Pennsylvania
$2.71M -$78.9K -188 -3%
MIAS
1756
Mason Investment Advisory Services
Virginia
$2.71M -$32.7K -78 -1%
PI
1757
Putnam Investments
Massachusetts
$2.71M -$13.6M -32,343 -84%
EHC
1758
Everett Harris & Co
California
$2.7M -$29K -69 -1%
TCWM
1759
Total Clarity Wealth Management
Illinois
$2.7M +$94.4K +225 +4%
CCG
1760
Coastwise Capital Group
California
$2.69M -$825K -1,965 -24%
CAAS
1761
Capital Asset Advisory Services
Michigan
$2.69M -$2.94K -7 -0.1%
MMH
1762
Menora Mivtachim Holdings
Israel
$2.68M – – –
FWM
1763
Fairhaven Wealth Management
Illinois
$2.67M +$2.53M +6,021 New
UCIG
1764
Ulrich Consultants & Investment Group
New Mexico
$2.67M -$50.4K -120 -2%
HHAA
1765
Henry H. Armstrong Associates
Pennsylvania
$2.65M – – –
SI
1766
Saxon Interests
Texas
$2.65M +$2.1M +4,997 +508%
CFFP
1767
Center for Financial Planning
Michigan
$2.65M -$56.2K -134 -2%
VFP
1768
Verus Financial Partners
Virginia
$2.65M +$217K +516 +10%
BL
1769
BFSG LLC
California
$2.65M -$1.2M -2,863 -32%
NSAM
1770
North Star Asset Management
Wisconsin
$2.64M +$50.4K +120 +2%
WAL
1771
W Advisors LLC
Tennessee
$2.64M – – –
GC
1772
Gilbert & Cook
Iowa
$2.63M -$55K -131 -2%
WPC
1773
Waters Parkerson & Co
Louisiana
$2.63M -$51.2K -122 -2%
AB
1774
Atlas Brown
Kentucky
$2.63M +$261K +621 +12%
AP
1775
Arlington Partners
Alabama
$2.63M -$62.1K -148 -2%
69 70
71
72 73