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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMM
2151
NorthStar Asset Management (Massachusetts)
Massachusetts
$991K – – –
CWM
2152
Campbell Wealth Management
Virginia
$990K +$5.16K +13 +0.5%
DWM
2153
Dopkins Wealth Management
New York
$988K -$375K -944 -25%
EFL
2154
ERn Financial LLC
Wisconsin
$987K +$314K +791 +40%
EWM
2155
Executive Wealth Management
Michigan
$986K -$606K -1,525 -61%
F
2156
F3Logic
Minnesota
$979K -$76.2K -192 -7%
IWP
2157
Innova Wealth Partners
Pennsylvania
$978K -$230K -579 -17%
AF
2158
Alerus Financial
North Dakota
$976K -$877K -2,208 -45%
GWA
2159
Geometric Wealth Advisors
District of Columbia
$976K – – –
AWA
2160
Acorn Wealth Advisors
Michigan
$975K +$22.6K +57 +2%
FF
2161
FourThought Financial
Florida
$973K +$255K +641 +31%
WWM
2162
Westwood Wealth Management
California
$971K -$9.93K -25 -0.9%
IIL
2163
Insight Inv LLC
California
$970K – – –
AWM
2164
Abound Wealth Management
Tennessee
$968K +$83.4K +210 +8%
OBWG
2165
Onyx Bridge Wealth Group
New York
$963K -$154K -387 -13%
M
2166
MOTCO
Texas
$961K -$25.8K -65 -2%
AWA
2167
ARQ Wealth Advisors
Arizona
$960K +$86.6K +218 +9%
BTIM
2168
BancFirst Trust & Investment Management
Oklahoma
$957K +$665K +1,675 +174%
MC
2169
Miramar Capital
Illinois
$956K +$99.7K +251 +11%
PCA
2170
Private Capital Advisors
Connecticut
$955K – – –
CG
2171
Clarus Group
Texas
$955K +$312K +786 +42%
MG
2172
McCutchen Group
Washington
$952K – – –
NFP
2173
Narus Financial Partners
Utah
$952K +$97.3K +245 +10%
LRIA
2174
Leonard Rickey Investment Advisors
Washington
$951K -$75.1K -189 -7%
AA
2175
Altman Advisors
Illinois
$947K -$240K -604 -19%
85 86
87
88 89