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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2101
Altman Advisors
Illinois
$1.38M -$4.63M -10,407 -77%
LK
2102
Lumbard & Kellner
New Hampshire
$1.38M +$78.8K +177 +6%
PAS
2103
Professional Advisory Services
Florida
$1.38M -$4.01K -9 -0.3%
TFA
2104
Teamwork Financial Advisors
Texas
$1.38M -$926K -2,080 -41%
PCG
2105
Prosperity Consulting Group
Maryland
$1.37M -$14.7K -33 -1%
SL
2106
SWMG LLC
Texas
$1.36M +$223K +502 +20%
C
2107
CEDRUS
Colorado
$1.36M -$680K -1,527 -34%
LRIA
2108
Leonard Rickey Investment Advisors
Washington
$1.36M -$150K -338 -10%
CFMC
2109
Curbstone Financial Management Corp
New Hampshire
$1.36M +$134K +300 +11%
GCM
2110
Goldstream Capital Management
Hong Kong
$1.36M -$1.41M -3,160 -51%
BAS
2111
Brown Advisory Securities
Maryland
$1.36M -$133K -298 -9%
CIP
2112
Chartwell Investment Partners
Pennsylvania
$1.36M – – –
TP
2113
Tranquility Partners
Tennessee
$1.35M -$24.5K -55 -2%
LFG
2114
Leverty Financial Group
Wisconsin
$1.35M +$1.07M +2,409 +413%
AA
2115
Advisory Alpha
Michigan
$1.35M -$19.1K -43 -1%
MF
2116
Manchester Financial
California
$1.35M -$143K -322 -10%
MWM
2117
Maltin Wealth Management
New Jersey
$1.34M +$4.45K +10 +0.3%
ACP
2118
Ashfield Capital Partners
California
$1.34M +$271K +608 +26%
IGGA
2119
Iron Gate Global Advisors
Utah
$1.33M -$99.7K -224 -7%
CI
2120
CPR Investments
Michigan
$1.33M -$5.38M -12,094 -80%
TC
2121
Trilogy Capital
California
$1.33M +$26.3K +59 +2%
GI
2122
Gradient Investments
Minnesota
$1.32M -$390M -876,338 -100%
IAS
2123
Investment Advisory Services
Texas
$1.32M – – –
SC
2124
Solstein Capital
California
$1.32M -$145K -326 -10%
PWPS
2125
Pinnacle Wealth Planning Services
Ohio
$1.32M +$13.1M +29,513 +159%
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85
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