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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2076
Sound Income Strategies
Florida
$2.56M +$1.08M +2,070 +79%
CIA
2077
Cape Investment Advisory
Georgia
$2.55M -$467K -892 -16%
BAM
2078
Bosun Asset Management
Illinois
$2.55M -$501K -958 -17%
FFG
2079
Fiduciary Financial Group
California
$2.55M +$2.36M +4,506 New
TGAM
2080
TBH Global Asset Management
Tennessee
$2.53M -$426K -814 -15%
SAM
2081
Secure Asset Management
Michigan
$2.53M +$1.04M +1,993 +75%
SIA
2082
SeaBridge Investment Advisors
New Jersey
$2.53M – – –
BIP
2083
Blueprint Investment Partners
North Carolina
$2.53M -$1.25M -2,389 -34%
IWMA
2084
Ironwood Wealth Management (Arizona)
Arizona
$2.52M -$94.7K -181 -4%
PFGIA
2085
Patriot Financial Group Insurance Agency
Massachusetts
$2.52M +$108K +207 +5%
BIG
2086
Builder Investment Group
Georgia
$2.52M -$37.7K -72 -2%
MS
2087
Marshall & Sullivan
Washington
$2.51M -$16.2K -31 -0.7%
ACA
2088
Affinity Capital Advisors
California
$2.51M +$1.09M +2,075 +82%
CWM
2089
Cahaba Wealth Management
Georgia
$2.51M -$85.8K -164 -3%
T
2090
TNF
Montana
$2.51M – – –
BSA
2091
Bull Street Advisors
Georgia
$2.51M – – –
RSA
2092
River Street Advisors
Illinois
$2.5M +$1.35M +2,584 +129%
BSI
2093
Bennett Selby Investments
Maine
$2.5M +$7.33K +14 +0.3%
CHA
2094
Cooper/Haims Advisors
New York
$2.5M -$2.62K -5 -0.1%
BOPW
2095
Brandywine Oak Private Wealth
Pennsylvania
$2.49M +$5.76K +11 +0.2%
RP
2096
Rice Partnership
Hawaii
$2.48M -$78.5K -150 -3%
OWM
2097
Orgel Wealth Management
Wisconsin
$2.48M +$1.09M +2,088 +85%
SDWMA
2098
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.48M – – –
MW
2099
Members Wealth
Pennsylvania
$2.47M +$2.08M +3,976 New
NDSI
2100
Newman Dignan & Sheerar Inc
Rhode Island
$2.46M +$23.6K +45 +1%
82 83
84
85 86