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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2176
Court Place Advisors
Maryland
$331K -$12.6K -43 -4%
KWA
2177
KCS Wealth Advisory
California
$331K – – –
MWM
2178
MinichMacGregor Wealth Management
New York
$328K +$311K +1,064 New
FI
2179
Financial Insights
Washington
$327K -$416K -1,422 -75%
HFP
2180
Holistic Financial Partners
Indiana
$327K -$308K -1,053 -50%
AHB
2181
Abner Herrman & Brock
New Jersey
$327K -$102K -349 -25%
CM
2182
Columbus Macro
Pennsylvania
$327K – – –
AIM
2183
Alhambra Investment Management
Florida
$327K +$18.7K +64 +6%
EU
2184
Emory University
Georgia
$325K – – –
PCA
2185
Providence Capital Advisors
North Carolina
$324K -$846K -2,890 -73%
GG
2186
Gleason Group
Kentucky
$324K +$1.17K +4 +0.4%
PDM
2187
Penn Davis McFarland
Texas
$322K – – –
RI
2188
Rudd International
Florida
$321K +$878 +3 +0.3%
BCM
2189
Boltwood Capital Management
California
$321K +$3.22K +11 +1%
AIA
2190
Arbor Investment Advisors
North Carolina
$321K +$304K +1,040 New
SC
2191
Schoolcraft Capital
Colorado
$317K +$34K +116 +13%
TWM
2192
Tanglewood Wealth Management
Texas
$314K – – –
OWM
2193
Opes Wealth Management
California
$310K – – –
APW
2194
Acima Private Wealth
Virginia
$308K – – –
CM
2195
Capital Management
Virginia
$308K – – –
MCP
2196
Mirador Capital Partners
California
$308K – – –
TH
2197
TCTC Holdings
Texas
$308K – – –
CFSG
2198
Clark Financial Services Group
Missouri
$307K +$238K +814 New
BIM
2199
Bridges Investment Management
Nebraska
$304K -$58K -198 -17%
HW
2200
Hedeker Wealth
Illinois
$304K -$14.9K -51 -5%
86 87
88
89 90