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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
2176
McCutchen Group
Washington
$1M – – –
PP
2177
PDS Planning
Ohio
$994K -$89.3K -218 -8%
CWAF
2178
Core Wealth Advisors (Florida)
Florida
$994K -$16.8K -41 -2%
SG
2179
Somerset Group
Minnesota
$994K – – –
LRPA
2180
L. Roy Papp & Associates
Arizona
$994K +$350K +855 +48%
FW
2181
FirstPurpose Wealth
Utah
$994K +$664K +1,622 +160%
PCA
2182
Providence Capital Advisors
North Carolina
$993K +$410 +1 +0%
FNB
2183
Farmers National Bank
Kentucky
$993K +$99.5K +243 +10%
WWM
2184
Windsor Wealth Management
Indiana
$992K -$4.55M -11,095 -81%
CFG
2185
Cooper Financial Group
California
$992K +$317K +775 +42%
VC
2186
Vestor Capital
Illinois
$991K -$58.2K -142 -5%
P
2187
&Partners
Tennessee
$990K +$93.4K +228 +10%
CA
2188
CapWealth Advisors
Tennessee
$989K +$2.87K +7 +0.3%
ADIM
2189
Alpha DNA Investment Management
Maryland
$988K -$135K -329 -11%
PFA
2190
Plotkin Financial Advisors
Maryland
$988K +$171K +418 +19%
AWA
2191
AmeriServ Wealth Advisors
Pennsylvania
$986K -$45.9K -112 -4%
CDH
2192
Charles D. Hyman
$982K – – –
ISL
2193
Ingalls & Snyder LLC
New York
$980K -$82.8K -202 -7%
EWA
2194
EverSource Wealth Advisors
Alabama
$980K +$4.92K +12 +0.5%
AIP
2195
Ahrens Investment Partners
Louisiana
$980K +$13.1K +32 +1%
SHFA
2196
SS&H Financial Advisors
Michigan
$977K – – –
FCA
2197
FLC Capital Advisors
California
$972K -$453K -1,106 -30%
AA
2198
Aire Advisors
California
$968K +$428K +1,044 +69%
DIA
2199
Dean Investment Associates
Ohio
$963K +$3.69K +9 +0.4%
IAA
2200
Independent Advisor Alliance
North Carolina
$962K +$298K +727 +40%
86 87
88
89 90