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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1851
AlphaQ Advisors
Florida
$3.13M +$829K +1,861 +39%
BC
1852
Barrett & Company
Rhode Island
$3.13M +$401K +900 +16%
CCG
1853
Coastwise Capital Group
California
$3.13M +$65K +146 +2%
SSWM
1854
Strait & Sound Wealth Management
California
$3.13M -$72.2K -162 -2%
SHFA
1855
SC&H Financial Advisors
Maryland
$3.12M +$445 +1 +0%
HP
1856
Hyperion Partners
Pennsylvania
$3.11M -$233K -522 -7%
IIC
1857
Ironwood Investment Counsel
Arizona
$3.11M -$1.34K -3 -0%
1WM
1858
1900 Wealth Management
Texas
$3.11M +$147K +331 +5%
AFG
1859
Allegheny Financial Group
Pennsylvania
$3.11M +$65.9K +148 +2%
KNFPWM
1860
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.1M +$2.9M +6,516 New
NYLIM
1861
New York Life Investment Management
New York
$3.09M +$1.21M +2,706 +71%
FVCM
1862
F&V Capital Management
Florida
$3.09M -$156K -350 -5%
CFA
1863
Cahill Financial Advisors
Minnesota
$3.09M +$182K +408 +7%
AFP
1864
Ausdal Financial Partners
Iowa
$3.09M -$93.5K -210 -3%
TI
1865
Tidal Investments
Wisconsin
$3.08M +$1.07M +2,408 +59%
SCM
1866
Silvant Capital Management
Georgia
$3.08M – – –
KLI
1867
Kelman-Lazarov Inc
Tennessee
$3.07M -$11.1K -25 -0.4%
SAM
1868
Selway Asset Management
$3.07M -$470K -1,055 -14%
CFFP
1869
Center for Financial Planning
Michigan
$3.07M +$265K +595 +10%
JPLA
1870
Joseph P. Lucia & Associates
New York
$3.07M +$572K +1,284 +25%
ASBI
1871
American State Bank (Iowa)
Iowa
$3.07M – – –
CCFCSB
1872
Cape Cod Five Cents Savings Bank
Massachusetts
$3.06M -$2.78M -6,247 -49%
APG
1873
Abacus Planning Group
South Carolina
$3.06M -$98.4K -221 -3%
SIMG
1874
Sonora Investment Management Group
Arizona
$3.05M +$36.1K +81 +1%
MGWM
1875
Marks Group Wealth Management
Minnesota
$3.04M +$31.6K +71 +1%
73 74
75
76 77