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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1851
Caprock Group
Idaho
$778K -$737K -2,224 -49%
TAM
1852
Townsend Asset Management
North Carolina
$778K +$1.66K +5 +0.2%
RVPG
1853
Relative Value Partners Group
$775K – – –
HCM
1854
Hengehold Capital Management
Ohio
$774K -$116K -350 -13%
PFC
1855
Poplar Forest Capital
California
$773K – – –
ZCI
1856
Zevenbergen Capital Investments
Washington
$771K – – –
LI
1857
LVZ Inc
Michigan
$769K -$241K -726 -24%
CSA
1858
Cottage Street Advisors
Massachusetts
$769K +$58.7K +177 +8%
ETS
1859
ESL Trust Services
New York
$767K – – –
WEC
1860
Winslow Evans & Crocker
Massachusetts
$765K -$37.8K -114 -5%
PWAG
1861
Polaris Wealth Advisory Group
California
$765K – – –
QCG
1862
Quadrant Capital Group
Ohio
$763K -$161K -486 -18%
IP
1863
Isthmus Partners
Wisconsin
$761K – – –
SIS
1864
Sound Income Strategies
Florida
$761K +$650K +1,962 +629%
WIC
1865
Woodmont Investment Counsel
Tennessee
$759K +$39.8K +120 +6%
BFPW
1866
BOK Financial Private Wealth
Colorado
$758K +$21.5K +65 +3%
FWM
1867
Foresight Wealth Management
Utah
$757K -$2.15M -6,492 -74%
PMG
1868
ProVise Management Group
Florida
$756K -$18.2K -55 -2%
CCA
1869
Clearwater Capital Advisors
Illinois
$756K -$16.6K -50 -2%
LCC
1870
Lincoln Capital Corp
Rhode Island
$756K -$3.31K -10 -0.4%
LFA
1871
Legacy Financial Advisors
Kentucky
$755K +$747K +2,253 New
MCM
1872
MV Capital Management
Maryland
$754K -$338K -1,020 -31%
SG
1873
Strid Group
Pennsylvania
$750K – – –
MCG
1874
MACRO Consulting Group
New Jersey
$749K -$13.6K -41 -2%
BWM
1875
BerganKDV Wealth Management
Minnesota
$749K -$12.9K -39 -2%
73 74
75
76 77