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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
2176
Stack Financial Management
Montana
$945K -$53.6K -135 -5%
MMG
2177
Monetary Management Group
Missouri
$943K -$99.3K -250 -9%
CWAF
2178
Core Wealth Advisors (Florida)
Florida
$941K – – –
SG
2179
Somerset Group
Minnesota
$941K – – –
LRPA
2180
L. Roy Papp & Associates
Arizona
$938K -$3.97K -10 -0.4%
VC
2181
Vestor Capital
Illinois
$938K – – –
P
2182
&Partners
Tennessee
$938K +$1.59K +4 +0.2%
CG
2183
CFO4Life Group
Texas
$935K +$338K +852 +48%
AWA
2184
AmeriServ Wealth Advisors
Pennsylvania
$934K – – –
LOPW
2185
Live Oak Private Wealth
North Carolina
$933K +$87K +219 +9%
SL
2186
SWMG LLC
Texas
$931K +$1.04M +2,607 New
BWA
2187
Blodgett Wealth Advisors
California
$930K -$31.8K -80 -3%
WWM
2188
Windsor Wealth Management
Indiana
$930K -$9.13K -23 -0.9%
CDH
2189
Charles D. Hyman
$930K – – –
CWS
2190
Confluence Wealth Services
Pennsylvania
$930K +$9.93K +25 +1%
RWA
2191
Redmont Wealth Advisors
Illinois
$929K -$199K -500 -16%
CA
2192
CapWealth Advisors
Tennessee
$929K -$7.54K -19 -0.7%
EFI
2193
EHP Funds Inc
Canada
$929K +$1.03M +2,600 New
EWA
2194
EverSource Wealth Advisors
Alabama
$928K +$397 +1 +0%
AA
2195
Aire Advisors
California
$928K +$13.9K +35 +1%
SHFA
2196
SS&H Financial Advisors
Michigan
$925K – – –
CM
2197
Cornerstone Management
Georgia
$924K -$225K -566 -18%
SC
2198
Scholtz & Company
Connecticut
$917K -$47.3K -119 -5%
PP
2199
PDS Planning
Ohio
$916K -$28.2K -71 -3%
DIA
2200
Dean Investment Associates
Ohio
$916K +$3.57K +9 +0.4%
86 87
88
89 90