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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
1826
PAX Financial Group
Texas
$855K +$781K +2,538 New
GCA
1827
Greenwood Capital Associates
South Carolina
$855K +$818K +2,656 New
BWM
1828
BCS Wealth Management
Tennessee
$855K +$818K +2,658 New
DIA
1829
Dean Investment Associates
Ohio
$852K +$3.69K +12 +0.5%
AG
1830
Algert Global
California
$844K -$500K -1,624 -38%
BWM
1831
BerganKDV Wealth Management
Minnesota
$844K -$20.3K -66 -2%
SA
1832
Strategic Advisors
New York
$844K +$422K +1,370 +109%
NOCM
1833
Night Owl Capital Management
Connecticut
$843K +$260K +845 +48%
AG
1834
Appleton Group
Wisconsin
$841K -$3.03M -9,836 -79%
RWA
1835
River Wealth Advisors
Pennsylvania
$840K +$9.54K +31 +1%
LRIA
1836
Leonard Rickey Investment Advisors
Washington
$840K +$78.8K +256 +11%
BA
1837
BCM Advisors
Louisiana
$840K +$235K +762 +41%
WTFG
1838
Wells Trecaso Financial Group
Ohio
$832K +$1.85K +6 +0.2%
AP
1839
Advisor Partners
California
$828K +$127K +414 +20%
P
1840
Pitcairn
Pennsylvania
$826K – – –
TT
1841
TI-Trust
Illinois
$826K +$790K +2,566 New
FAM
1842
Flaharty Asset Management
Florida
$825K -$23.1K -75 -3%
BI
1843
Bulldog Investors
New Jersey
$824K +$30.8K +100 +4%
TCM
1844
Traynor Capital Management
Pennsylvania
$823K +$168K +544 +27%
RWA
1845
RGT Wealth Advisors
Texas
$819K -$271K -879 -26%
PAM
1846
Premier Asset Management
Illinois
$819K -$257K -834 -25%
AWM
1847
Argent Wealth Management
Massachusetts
$818K +$783K +2,542 New
UB
1848
UMB Bank
Missouri
$817K -$55.4K -180 -7%
SA
1849
Silversage Advisors
California
$817K +$781K +2,537 New
LF
1850
Lantz Financial
Illinois
$814K -$12.6K -41 -2%
72 73
74
75 76