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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2151
PRW Wealth Management
Massachusetts
$330K – – –
DLCIG
2152
D.L. Carlson Investment Group
New Hampshire
$330K +$129K +422 +49%
EGWAG
2153
Elwood & Goetz Wealth Advisory Group
Georgia
$330K +$391K +1,282 New
ACA
2154
Ascension Capital Advisors
Texas
$329K -$2.28M -7,477 -85%
CWM
2155
Cordatus Wealth Management
Pennsylvania
$329K -$187K -612 -32%
CFW
2156
CA Family Wealth
California
$329K – – –
APSI
2157
Asset Planning Services Inc
Louisiana
$329K +$10.7K +35 +3%
KFS
2158
Kelly Financial Services
Massachusetts
$329K +$40.3K +132 +12%
NPF
2159
Norris Perne & French
Michigan
$327K -$8.54K -28 -2%
OAM
2160
Optimal Asset Management
California
$327K +$386K +1,267 New
RCM
2161
Radnor Capital Management
Pennsylvania
$325K – – –
KCM
2162
Karp Capital Management
California
$325K +$149K +489 +63%
AFC
2163
AFT Forsyth & Company
Florida
$325K -$42.7K -140 -10%
SFG
2164
StrategIQ Financial Group
Indiana
$324K +$12.5K +41 +3%
AR
2165
Advisory Research
Illinois
$323K -$2.72M -8,921 -88%
SFG
2166
SevenBridge Financial Group
Pennsylvania
$321K -$16.8K -55 -4%
EF
2167
Exeter Financial
Arizona
$320K – – –
PLFAM
2168
Pineno Levin & Ford Asset Management
Virginia
$320K – – –
AFS
2169
Axiom Financial Strategies
Indiana
$318K +$376K +1,234 New
SC
2170
Scholtz & Company
Connecticut
$317K -$5.8K -19 -2%
CT
2171
Columbia Trust
Oregon
$316K -$107K -350 -22%
SAM
2172
Sawgrass Asset Management
Florida
$316K +$10.1K +33 +3%
NIC
2173
Northwest Investment Counselors
Oregon
$316K +$25.6K +84 +7%
ACM
2174
AlphaStar Capital Management
North Carolina
$316K +$50K +164 +16%
KTC
2175
Kistler-Tiffany Companies
Pennsylvania
$314K – – –
85 86
87
88 89