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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1926
Radnor Financial Advisors
Pennsylvania
$1.96M +$136K +296 +8%
CBA
1927
Coastal Bridge Advisors
Connecticut
$1.96M +$966K +2,105 +92%
WI
1928
Wedgewood Investors
Pennsylvania
$1.94M +$30.3K +66 +2%
WWMSC
1929
Wagner Wealth Management (South Carolina)
South Carolina
$1.93M +$83.1K +181 +5%
NA
1930
Nottingham Advisors
New York
$1.93M -$9.18K -20 -0.5%
MW
1931
Milestone Wealth
New York
$1.93M +$1.86M +4,060 New
OHWP
1932
Oak Harbor Wealth Partners
North Carolina
$1.93M +$1.86M +4,053 New
SC
1933
Searle & Co
Connecticut
$1.92M -$298K -650 -14%
MFG
1934
MidWestOne Financial Group
Iowa
$1.92M – – –
PA
1935
Paragon Advisors
Texas
$1.92M +$1.86M +4,051 New
AP
1936
Atwood & Palmer
Missouri
$1.92M -$126K -275 -6%
BHIA
1937
Birch Hill Investment Advisors
Massachusetts
$1.92M -$23K -50 -1%
QPW
1938
Quantum Private Wealth
Florida
$1.92M +$1.85M +4,036 New
CFFP
1939
Center for Financial Planning
Michigan
$1.91M -$155K -337 -8%
KPWG
1940
KFA Private Wealth Group
Virginia
$1.9M -$7.8K -17 -0.4%
PC
1941
Permanens Capital
New York
$1.9M -$3.71M -8,087 -67%
SAM
1942
Selway Asset Management
$1.9M – – –
ERIC
1943
Eagle Rock Investment Company
Georgia
$1.9M +$1.83M +3,994 New
AMIM
1944
Aull & Monroe Investment Management
Alabama
$1.89M +$32.1K +70 +2%
VC
1945
Vicus Capital
Pennsylvania
$1.89M +$84.5K +184 +1%
WIA
1946
Westbourne Investment Advisors
Maryland
$1.89M +$187K +408 +11%
SGI
1947
Summit Global Investments
Utah
$1.89M – – –
SAS
1948
Sanford Advisory Services
Michigan
$1.89M +$13.3K +29 +0.7%
FSC
1949
Full Sail Capital
Oklahoma
$1.89M -$1.89M -4,118 -49%
KFA
1950
Kelleher Financial Advisors
New York
$1.88M -$319K -695 -15%
76 77
78
79 80