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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
2101
James Investment Research
Ohio
$2.23M +$31.2K +70 +2%
XF
2102
XML Financial
Maryland
$2.22M +$260K +584 +14%
CHA
2103
Cooper/Haims Advisors
New York
$2.22M +$4.46K +10 +0.2%
KPWG
2104
KFA Private Wealth Group
Virginia
$2.22M +$37K +83 +2%
HIS
2105
Horizon Investment Services
Indiana
$2.22M +$45.4K +102 +2%
SIA
2106
SeaBridge Investment Advisors
New Jersey
$2.21M – – –
AWM
2107
Affinity Wealth Management
Delaware
$2.21M +$101K +227 +5%
FSWA
2108
Financial Synergies Wealth Advisors
Texas
$2.21M +$730K +1,639 +40%
DWM
2109
Denver Wealth Management
Colorado
$2.2M +$42.8K +96 +2%
WP
2110
WealthShield Partners
North Carolina
$2.2M -$239K -536 -10%
SDWMA
2111
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.2M -$24.1K -54 -1%
SCM
2112
Saxony Capital Management
Missouri
$2.19M +$2.05M +4,613 New
MSG
2113
Main Street Group
Virginia
$2.19M +$2.05M +4,607 New
BSA
2114
Bull Street Advisors
Georgia
$2.19M -$22.3K -50 -1%
NA
2115
Nottingham Advisors
New York
$2.19M -$891 -2 -0%
MCM
2116
MV Capital Management
Maryland
$2.19M -$22.3K -50 -1%
KCPG
2117
Kavar Capital Partners Group
Kansas
$2.18M +$1.02M +2,298 +100%
QPW
2118
Quantum Private Wealth
Florida
$2.18M – – –
WSCM
2119
Wellington Shields Capital Management
New York
$2.18M +$1.09M +2,447 +114%
TRIA
2120
Trail Ridge Investment Advisors
Colorado
$2.18M -$6.24K -14 -0.3%
MCM
2121
Morton Capital Management
California
$2.18M +$176K +394 +9%
MFC
2122
Miramar Fiduciary Corp
Nevada
$2.18M +$2.04M +4,580 New
BSI
2123
Bennett Selby Investments
Maine
$2.18M +$79.7K +179 +4%
BOPW
2124
Brandywine Oak Private Wealth
Pennsylvania
$2.17M -$37K -83 -2%
EK
2125
Evensky & Katz
Florida
$2.17M +$43.7K +98 +2%
83 84
85
86 87