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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
1901
Dearborn Partners
Illinois
$723K +$101K +327 +17%
FWM
1902
Fairhaven Wealth Management
Illinois
$719K – – –
SAM
1903
Secure Asset Management
Michigan
$715K +$684K +2,221 New
RPG
1904
Resource Planning Group
Georgia
$709K -$32.3K -105 -5%
GIM
1905
Guild Investment Management
California
$708K +$677K +2,200 New
BFWA
1906
Benchmark Financial Wealth Advisors
Florida
$706K +$2.15K +7 +0.3%
AA
1907
Aufman Associates
Pennsylvania
$705K +$674K +2,190 New
WQ
1908
Wealth Quarterback
New Jersey
$704K +$113M +368,565 New
YAL
1909
Your Advocates Ltd
Texas
$704K +$673K +2,186 New
TGAM
1910
TBH Global Asset Management
Tennessee
$703K +$672K +2,183 New
VFP
1911
Verus Financial Partners
Virginia
$701K -$17.6K -57 -3%
LKIM
1912
Lawson Kroeker Investment Management
Nebraska
$700K -$7.7K -25 -1%
WC
1913
Woodstock Corp
Massachusetts
$697K – – –
OAM
1914
Occidental Asset Management
California
$697K +$174K +564 +35%
TAM
1915
Townsend Asset Management
North Carolina
$696K +$666K +2,163 New
CPSAC
1916
Chas P. Smith & Associates (CPS)
Florida
$694K -$1.54K -5 -0.2%
LFA
1917
Legacy Financial Advisors
Kentucky
$692K -$50.2K -163 -7%
PMG
1918
ProVise Management Group
Florida
$690K +$23.1K +75 +4%
CMP
1919
Courage Miller Partners
Virginia
$689K -$8.93K -29 -1%
DWM
1920
Dorchester Wealth Management
Quebec, Canada
$689K +$55.4K +180 +9%
BAM
1921
Brave Asset Management
New Jersey
$689K +$399K +1,297 +154%
RCM
1922
RB Capital Management
Nevada
$683K -$106K -343 -14%
CBA
1923
Coastal Bridge Advisors
Connecticut
$683K – – –
CWM
1924
Cranbrook Wealth Management
Michigan
$682K – – –
MCWS
1925
McKinley Carter Wealth Services
West Virginia
$680K -$18.5K -60 -3%
75 76
77
78 79