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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1951
Sterling Financial Planning
New Jersey
$1.04M -$81.4K -211 -7%
LPT
1952
Legacy Private Trust
Wisconsin
$1.04M +$90.2K +234 +10%
AIP
1953
Ahrens Investment Partners
Louisiana
$1.04M -$55.5K -144 -5%
LFA
1954
Legacy Financial Advisors
Kentucky
$1.04M +$57.1K +148 +6%
CDH
1955
Charles D. Hyman
$1.04M +$23.1K +60 +2%
KFP
1956
KB Financial Partners
New Jersey
$1.04M +$1.01M +2,617 New
PWAG
1957
Polaris Wealth Advisory Group
California
$1.03M +$101K +261 +12%
EPWM
1958
Essex Private Wealth Management
Massachusetts
$1.03M -$771 -2 -0.1%
ACWM
1959
Adams Chetwood Wealth Management
North Carolina
$1.02M – – –
WCG
1960
Wall Capital Group
Arizona
$1.02M +$3.47K +9 +0.3%
CPA
1961
Capital Planning Advisors
California
$1.02M -$56.7K -147 -5%
CAN
1962
Claraphi Advisory Network
United States
$1.02M -$226K -586 -19%
ICM
1963
IMS Capital Management
Oregon
$1.02M +$697K +1,807 +237%
CSA
1964
Cottage Street Advisors
Massachusetts
$1.02M +$990K +2,568 New
GHAM
1965
Gilman Hill Asset Management
Connecticut
$1.02M -$299K -776 -23%
BMA
1966
Brooks Moore & Associates
Tennessee
$1.01M – – –
ACA
1967
Affinity Capital Advisors
California
$1.01M +$96.8K +251 +11%
BS
1968
Boenning & Scattergood
Pennsylvania
$1.01M +$262K +679 +36%
HC
1969
Hourglass Capital
Texas
$1.01M -$42.4K -110 -4%
FSCM
1970
Front Street Capital Management
Montana
$1.01M +$578K +1,499 +75%
BFWA
1971
Benchmark Financial Wealth Advisors
Florida
$1M -$175K -455 -15%
CWM
1972
Campbell Wealth Management
Virginia
$1M -$45.5K -118 -4%
RVM
1973
Robinson Value Management
Texas
$1M +$490K +1,271 +101%
DP
1974
Dearborn Partners
Illinois
$1M – – –
CCP
1975
Clarkston Capital Partners
Michigan
$1M +$2.31K +6 +0.2%
77 78
79
80 81