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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
1826
O'Brien Wealth Partners
Massachusetts
$758K +$2.63K +9 +0.4%
BL
1827
BFSG LLC
California
$752K -$20.5K -70 -3%
SIM
1828
Sadoff Investment Management
Wisconsin
$750K -$202K -690 -22%
BFWA
1829
Benchmark Financial Wealth Advisors
Florida
$744K +$61.2K +209 +9%
LC
1830
Landaas & Company
Wisconsin
$741K – – –
SC
1831
Solstein Capital
California
$740K -$615K -2,100 -47%
UB
1832
UMB Bank
Missouri
$739K -$26.6K -91 -4%
WEC
1833
Winslow Evans & Crocker
Massachusetts
$739K +$69.7K +238 +11%
TCM
1834
Telos Capital Management
California
$736K -$122K -417 -15%
RFA
1835
Reilly Financial Advisors
California
$736K +$2.05K +7 +0.3%
GPA
1836
Garrison Point Advisors
California
$734K -$43.9K -150 -6%
GC
1837
Gibson Capital
Pennsylvania
$730K – – –
LOPW
1838
Live Oak Private Wealth
North Carolina
$729K +$107K +364 +18%
CCM
1839
Chickasaw Capital Management
Tennessee
$725K – – –
FAM
1840
Flaharty Asset Management
Florida
$723K -$43.9K -150 -6%
BFG
1841
Beacon Financial Group
Texas
$723K -$23.1K -79 -3%
TWP
1842
TFO Wealth Partners
Ohio
$721K -$199K -679 -22%
ICM
1843
Ionic Capital Management
New York
$721K +$11.1K +38 +2%
SDWMA
1844
Schneider Downs Wealth Management Advisors
Pennsylvania
$720K -$2.32M -7,936 -77%
MCG
1845
MACRO Consulting Group
New Jersey
$719K – – –
FF
1846
Friedenthal Financial
New Jersey
$718K -$545K -1,862 -44%
AWA
1847
ARS Wealth Advisors
Florida
$716K -$294K -1,005 -30%
RVPG
1848
Relative Value Partners Group
$714K -$80.5K -275 -11%
TAM
1849
Townsend Asset Management
North Carolina
$714K -$5.56K -19 -0.8%
PMG
1850
ProVise Management Group
Florida
$713K -$26.1K -89 -4%
72 73
74
75 76