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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LFPWM
1776
Leicht Financial Planning & Wealth Management
New Jersey
$802K +$949K +3,112 New
IAA
1777
Independent Advisor Alliance
North Carolina
$801K -$37.9M -124,399 -98%
TC
1778
Truvestments Capital
Florida
$801K +$477K +1,563 +101%
DSA
1779
Droms Strauss Advisors
Missouri
$799K -$62.2K -204 -6%
LRIC
1780
Long Road Investment Counsel
Michigan
$798K -$247K -811 -21%
BWM
1781
BCS Wealth Management
Tennessee
$797K +$133K +435 +16%
NC
1782
NovaPoint Capital
Georgia
$793K +$14.6K +48 +2%
SMDAM
1783
Sumitomo Mitsui DS Asset Management
Japan
$790K -$4.2M -13,781 -82%
CDIA
1784
Capital Directions Investment Advisors
Georgia
$786K -$30.5K -100 -3%
RFO
1785
RiverGlades Family Offices
Florida
$785K +$76.3K +250 +9%
TWM
1786
Titus Wealth Management
California
$784K +$26.2K +86 +3%
AC
1787
Addenda Capital
Quebec, Canada
$782K -$34M -111,497 -97%
MSFP
1788
Mark Sheptoff Financial Planning
Connecticut
$781K -$302K -990 -25%
BWP
1789
Bernardo Wealth Planning
Pennsylvania
$778K -$893K -2,929 -49%
ERIM
1790
Eagle Ridge Investment Management
Connecticut
$778K -$550K -1,802 -37%
AT
1791
Arden Trust
Delaware
$778K – – –
TWP
1792
TFO Wealth Partners
Ohio
$777K – – –
BDF
1793
Black Diamond Financial
Maryland
$777K +$611K +2,004 +198%
S
1794
Seeyond
France
$774K – – –
ICA
1795
Infrastructure Capital Advisors
New York
$773K -$7.29M -23,900 -89%
CIM
1796
Cowen Investment Management
New York
$773K +$915K +3,000 New
JFA
1797
JNBA Financial Advisors
Minnesota
$769K -$4.27K -14 -0.5%
9WM
1798
9258 Wealth Management
Ohio
$766K -$21.4K -70 -3%
PCM
1799
Parsons Capital Management
Rhode Island
$766K +$32.3K +106 +4%
AP
1800
Advisor Partners
California
$766K +$137K +450 +18%
70 71
72
73 74