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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1776
Acropolis Investment Management
Missouri
$552K +$33.7K +114 +7%
CL
1777
Cabana LLC
Arkansas
$551K +$330K +1,116 +151%
MMG
1778
Monetary Management Group
Missouri
$548K -$222K -750 -29%
BA
1779
BCM Advisors
Louisiana
$548K – – –
MLFP
1780
MPS Loria Financial Planners
Illinois
$546K +$295 +1 +0.1%
HCM
1781
Howard Capital Management
Georgia
$546K +$550K +1,861 New
SFS
1782
Strategic Financial Services
New York
$542K +$1.77K +6 +0.3%
MPW
1783
MA Private Wealth
California
$540K +$181K +611 +51%
APP
1784
Avantax Planning Partners
Iowa
$538K +$2.07K +7 +0.4%
TFA
1785
TPG Financial Advisors
Oregon
$536K -$34.9K -118 -6%
UF
1786
Univest Financial
Pennsylvania
$535K – – –
ISB
1787
Iowa State Bank
Iowa
$534K -$207K -700 -28%
LHC
1788
Little House Capital
Massachusetts
$532K -$2.96K -10 -0.6%
CFMC
1789
Curbstone Financial Management Corp
New Hampshire
$531K -$11.8K -40 -2%
MCP
1790
Mirador Capital Partners
California
$531K +$11.8K +40 +2%
IAMOG
1791
Investors Asset Management of Georgia
Georgia
$530K +$13.3K +45 +3%
CG
1792
CFO4Life Group
Texas
$529K +$527K +1,783 New
LPT
1793
Legacy Private Trust
Wisconsin
$528K – – –
HPC
1794
Hobart Private Capital
North Carolina
$528K -$777K -2,630 -60%
CYG
1795
Clean Yield Group
Vermont
$527K – – –
NOCM
1796
Night Owl Capital Management
Connecticut
$527K +$15.4K +52 +3%
PCM
1797
Palisade Capital Management
New Jersey
$519K +$222K +750 +75%
EFL
1798
ERn Financial LLC
Wisconsin
$515K -$10.3K -35 -2%
RVPG
1799
Relative Value Partners Group
$515K +$20.1K +68 +4%
SAM
1800
Sompo Asset Management
Japan
$513K -$940K -3,180 -65%
70 71
72
73 74