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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
2076
Kelman-Lazarov Inc
Tennessee
$3.44M -$219K -371 -6%
EA
2077
Evergreen Advisors
Tennessee
$3.44M -$742K -1,259 -18%
BTW
2078
Boston Trust Walden
Massachusetts
$3.44M -$122K -207 -3%
OWA
2079
Outlook Wealth Advisors
Texas
$3.44M -$263K -447 -7%
CFA
2080
CWS Financial Advisors
Michigan
$3.43M +$3.45M +5,861 New
JSC
2081
Jackson Square Capital
California
$3.43M -$41.2K -70 -1%
NSAM
2082
North Star Asset Management
Wisconsin
$3.43M +$63K +107 +2%
RWA
2083
Redmont Wealth Advisors
Illinois
$3.43M +$321K +545 +10%
RAS
2084
RPS Advisory Solutions
Kentucky
$3.43M -$1.35M -2,285 -28%
BFS
2085
BridgePort Financial Solutions
Iowa
$3.42M +$3.44M +5,841 New
XF
2086
XML Financial
Maryland
$3.4M +$465K +789 +16%
WIM
2087
Waycross Investment Management
Washington
$3.4M -$35.4K -60 -1%
RMAM
2088
Raab & Moskowitz Asset Management
New Jersey
$3.4M – – –
HCP
2089
Holt Capital Partners
Texas
$3.39M +$513K +870 +18%
HFA
2090
High Falls Advisors
New York
$3.39M -$141K -240 -4%
KWM
2091
Keebeck Wealth Management
Illinois
$3.38M +$440K +747 +15%
ESB
2092
Essex Savings Bank
Connecticut
$3.37M +$277K +470 +9%
PGWM
2093
Parisi Gray Wealth Management
New Jersey
$3.37M +$42.4K +72 +1%
THL
2094
Tillman Hartley LLC
Colorado
$3.36M – – –
DSC
2095
Duncker Streett & Co
Missouri
$3.36M -$368K -625 -10%
WCG
2096
Weaver Consulting Group
California
$3.36M +$9.43K +16 +0.3%
CA
2097
Cornerstone Advisory
Maryland
$3.36M -$190K -323 -6%
FWM
2098
Fairhaven Wealth Management
Illinois
$3.35M – – –
LW
2099
Libra Wealth
California
$3.34M – – –
SIA
2100
SkyView Investment Advisors
New Jersey
$3.34M – – –
82 83
84
85 86