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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
1926
Verus Financial Partners
Virginia
$562K +$915 +3 +0.1%
FWM
1927
Fairhaven Wealth Management
Illinois
$561K -$17.4K -57 -3%
RPGK
1928
Retirement Planning Group (Kansas)
Kansas
$559K -$748K -2,451 -53%
GPWA
1929
Great Point Wealth Advisors
Massachusetts
$559K -$36K -118 -5%
CB
1930
CNB Bank
Pennsylvania
$559K +$132K +433 +25%
WIC
1931
Whitegate Investment Counselors
New Hampshire
$558K -$55.2K -181 -8%
TGAM
1932
TBH Global Asset Management
Tennessee
$558K -$6.1K -20 -0.9%
CPSAC
1933
Chas P. Smith & Associates (CPS)
Florida
$558K +$2.75K +9 +0.4%
WEC
1934
Winslow Evans & Crocker
Massachusetts
$558K +$30.5K +100 +5%
BWI
1935
Beacon Wealthcare Inc
North Carolina
$557K -$1.14M -3,725 -63%
BWCS
1936
Beirne Wealth Consulting Services
Connecticut
$557K -$86.9K -285 -12%
FCA
1937
FinTrust Capital Advisors
South Carolina
$553K +$407K +1,335 +165%
DBRC
1938
D.B. Root & Company
Pennsylvania
$552K +$15.6K +51 +2%
DCM
1939
Davis Capital Management
Florida
$552K +$654K +2,143 New
FNBSF
1940
First National Bank Sioux Falls
South Dakota
$551K -$48.5K -159 -7%
CMP
1941
Courage Miller Partners
Virginia
$550K -$2.13K -7 -0.3%
FCB
1942
First Command Bank
Texas
$550K +$66.5K +218 +11%
FCFS
1943
First Command Financial Services
Texas
$550K +$66.5K +218 +11%
MAM
1944
Marotta Asset Management
Virginia
$548K -$147K -482 -18%
PA
1945
Paracle Advisors
Washington
$548K +$649K +2,129 New
CWM
1946
Cranbrook Wealth Management
Michigan
$546K – – –
HFP
1947
Holistic Financial Partners
Indiana
$545K +$37.5K +123 +6%
UF
1948
Univest Financial
Pennsylvania
$543K +$643K +2,107 New
LCC
1949
Lincoln Capital Corp
Rhode Island
$541K -$5.3M -17,374 -89%
RSS
1950
Rosenblum Silverman Sutton
California
$541K +$641K +2,100 New
76 77
78
79 80