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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2176
Kelly Financial Services
Massachusetts
$368K – – –
TP
2177
Truvvo Partners
New York
$368K -$450K -1,460 -56%
NIC
2178
Northwest Investment Counselors
Oregon
$368K -$5.85K -19 -2%
AIP
2179
Ahrens Investment Partners
Louisiana
$368K +$59.4K +193 +20%
BAM
2180
Bellevue Asset Management
Washington
$368K +$352K +1,142 New
CPA
2181
Court Place Advisors
Maryland
$367K -$2.46K -8 -0.7%
LCOV
2182
London Company of Virginia
Virginia
$367K +$53K +172 +18%
KWA
2183
KCS Wealth Advisory
California
$365K -$79.8K -259 -19%
ESBC
2184
E.S. Barr & Co
Kentucky
$365K – – –
ACA
2185
Affinity Capital Advisors
California
$365K +$349K +1,133 New
DFG
2186
DWM Financial Group
Illinois
$364K +$348K +1,130 New
FNFDCM
2187
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$363K – – –
AAM
2188
Autus Asset Management
Arizona
$361K -$15.4K -50 -4%
SNB
2189
Security National Bank
Nebraska
$361K – – –
TLP
2190
Trinity Legacy Partners
Texas
$361K +$5.85K +19 +2%
HLA
2191
Hamilton Lane Advisors
Pennsylvania
$361K +$345K +1,121 New
AAP
2192
Arax Advisory Partners
Colorado
$360K +$4K +13 +1%
VC
2193
Vicus Capital
Pennsylvania
$359K -$4.95M -16,089 -94%
LC
2194
Lavaca Capital
Texas
$358K – – –
OPA
2195
Old Port Advisors
Maine
$357K -$10.2K -33 -3%
MGWM
2196
Marks Group Wealth Management
Minnesota
$357K +$341K +1,108 New
AJ
2197
Ashburton (Jersey)
Jersey
$354K – – –
HHAA
2198
Henry H. Armstrong Associates
Pennsylvania
$354K – – –
CNFG
2199
Creegan & Nassoura Financial Group
New Hampshire
$354K +$339K +1,100 New
JWA
2200
JFS Wealth Advisors
Pennsylvania
$352K – – –
86 87
88
89 90