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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
1951
KWMG LLC
Kansas
$298K -$12.8K -47 -4%
SFWC
1952
Strategic Family Wealth Counselors
New Jersey
$297K +$272 +1 +0.1%
DP
1953
Denver PWM
Colorado
$294K -$10.1K -37 -3%
BI
1954
Ballast Inc
Kentucky
$293K – – –
DACG
1955
Donor Advised Charitable Giving
California
$291K +$280K +1,030 New
GAM
1956
Garrison Asset Management
Arkansas
$290K – – –
SAM
1957
Summit Asset Management
Tennessee
$290K +$13.6K +50 +5%
EM
1958
ELCO Management
New York
$290K +$278K +1,025 New
TIM
1959
Total Investment Management
Arizona
$289K +$47.5K +175 +21%
CC
1960
Cedar Capital
Illinois
$289K +$278K +1,024 New
JVBC
1961
J.V. Bruni & Co
Colorado
$288K -$80.1K -295 -22%
CW
1962
Cobiz Wealth
Colorado
$287K – – –
TWM
1963
Tanglewood Wealth Management
Texas
$287K +$276K +1,017 New
ACA
1964
Aptus Capital Advisors
Alabama
$285K +$275K +1,012 New
CWM
1965
CCG Wealth Management
California
$284K +$274K +1,007 New
PCM
1966
Palisade Capital Management
New Jersey
$282K -$2.24M -8,250 -89%
APW
1967
Acima Private Wealth
Virginia
$282K – – –
PFA
1968
Pure Financial Advisors
California
$281K -$88.8K -327 -25%
ACM
1969
AlphaStar Capital Management
North Carolina
$279K -$26.9K -99 -9%
RWM
1970
Rezny Wealth Management
Florida
$276K – – –
RPA
1971
Rock Point Advisors
Vermont
$276K – – –
PCA
1972
Private Capital Advisors
Connecticut
$275K – – –
WMSA
1973
Weiss Multi-Strategy Advisers
New York
$275K +$265K +975 New
BC
1974
Blackhill Capital
New Jersey
$273K – – –
OWA
1975
Outlook Wealth Advisors
Texas
$271K -$12.6M -46,462 -98%
77 78
79
80 81