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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2101
Garrison Asset Management
Arkansas
$445K -$24.9K -75 -5%
BHWM
2102
Bar Harbor Wealth Management
New Hampshire
$444K – – –
LFG
2103
Larson Financial Group
Missouri
$444K +$11.6K +35 +3%
AIM
2104
Axiom Investment Management
New York
$441K -$679K -2,050 -61%
MCM
2105
McRae Capital Management
New Jersey
$441K – – –
RWM
2106
Reston Wealth Management
Virginia
$441K +$1.66K +5 +0.4%
WTB
2107
Washington Trust Bank
Washington
$441K +$113K +340 +35%
3F
2108
360 Financial
Minnesota
$441K +$437K +1,318 New
TC
2109
Trilogy Capital
California
$435K -$16.9M -50,938 -97%
KIM
2110
Karpus Investment Management
New York
$435K -$106K -320 -20%
HCM
2111
Hall Capital Management
Rhode Island
$435K – – –
P
2112
Pitcairn
Pennsylvania
$430K -$11.3K -34 -3%
HP
2113
HT Partners
Connecticut
$430K – – –
ACM
2114
AlphaStar Capital Management
North Carolina
$429K – – –
FCA
2115
FinTrust Capital Advisors
South Carolina
$429K +$21.5K +65 +5%
DK
2116
Darrell & King
Virginia
$425K -$6.63K -20 -2%
HGWM
2117
Harvest Group Wealth Management
Massachusetts
$422K -$23.9K -72 -5%
IDA
2118
Intelligence Driven Advisers
California
$422K +$9.94K +30 +2%
ACM
2119
Ashford Capital Management
Delaware
$422K +$417K +1,259 New
EF
2120
Exeter Financial
Arizona
$421K – – –
SFG
2121
StrategIQ Financial Group
Indiana
$421K – – –
PWA
2122
Physician Wealth Advisors
Utah
$420K -$133K -400 -24%
OCM
2123
Orleans Capital Management
Louisiana
$420K – – –
AIM
2124
Alhambra Investment Management
Florida
$420K +$64.3K +194 +18%
RGIA
2125
Rainier Group Investment Advisory
Washington
$419K – – –
83 84
85
86 87