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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1826
Avantax Planning Partners
Iowa
$719K +$300K +985 +55%
TCM
1827
Traynor Capital Management
Pennsylvania
$714K +$64.7K +212 +8%
EIG
1828
Ellenbecker Investment Group
Wisconsin
$714K +$332K +1,090 +65%
AWA
1829
Artemis Wealth Advisors
New York
$713K – – –
BCM
1830
Breiter Capital Management
Florida
$708K +$837K +2,745 New
ACM
1831
Atlanta Capital Management
Georgia
$706K +$835K +2,738 New
FCFC
1832
First Commonwealth Financial Corp
Pennsylvania
$702K -$915 -3 -0.1%
SIAS
1833
Shine Investment Advisory Services
Colorado
$702K +$106K +349 +15%
PWS
1834
Peloton Wealth Strategists
Indiana
$699K +$1.98M +6,490 +43%
BCMIO
1835
Beacon Capital Management Inc (Ohio)
Ohio
$697K -$200K -656 -20%
BFPW
1836
BOK Financial Private Wealth
Colorado
$696K -$376K -1,232 -31%
IWS
1837
Insight Wealth Strategies
California
$695K -$283K -928 -26%
AC
1838
Apella Capital
Connecticut
$694K +$821K +2,692 New
MIG
1839
McGuire Investment Group
Rhode Island
$691K – – –
MJRIC
1840
Mogy Joel R Investment Counsel
California
$686K -$952K -3,121 -54%
BWA
1841
Beam Wealth Advisors
Louisiana
$686K -$402K -1,317 -33%
LC
1842
Landaas & Company
Wisconsin
$682K -$27.5K -90 -4%
VC
1843
Vicus Capital
Pennsylvania
$675K +$6.47M +21,211 +1,904%
AG
1844
Appleton Group
Wisconsin
$674K +$305 +1 +0%
AFIA
1845
America First Investment Advisors
Nebraska
$672K -$303K -994 -28%
LRIA
1846
Leonard Rickey Investment Advisors
Washington
$672K – – –
MCG
1847
MACRO Consulting Group
New Jersey
$671K – – –
PIA
1848
Powell Investment Advisors
Florida
$670K +$29K +95 +4%
MSA
1849
Marino Stram & Associates
Massachusetts
$668K +$202K +662 +34%
RVPG
1850
Relative Value Partners Group
$667K +$352K +1,153 +80%
72 73
74
75 76