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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2301
Orleans Capital Management
Louisiana
$469K – – –
EGWAG
2302
Elwood & Goetz Wealth Advisory Group
Georgia
$469K +$5.32K +15 +1%
BAM
2303
Bellevue Asset Management
Washington
$467K -$1.42K -4 -0.3%
LFG
2304
Larson Financial Group
Missouri
$463K -$31.2K -88 -7%
SCM
2305
SevenOneSeven Capital Management
Pennsylvania
$462K +$438K +1,235 New
HW
2306
Hedeker Wealth
Illinois
$461K -$160K -452 -27%
GBBWRPM
2307
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$460K +$37.6K +106 +9%
GB
2308
Goepper Burkhardt
South Carolina
$460K +$436K +1,230 New
W
2309
WealthOne
New York
$458K -$291K -820 -40%
FG
2310
Foster Group
Iowa
$458K +$436K +1,230 New
TFM
2311
TFC Financial Management
Massachusetts
$457K -$75.2K -212 -15%
NCP
2312
NexWave Capital Partners
New York
$457K +$433K +1,221 New
KNW
2313
Kesler Norman & Wride
Utah
$457K +$434K +1,222 New
SPL
2314
Smart Portfolios LLC
Washington
$455K -$319K -900 -42%
TFA
2315
TPG Financial Advisors
Oregon
$454K +$23.1K +65 +6%
JA
2316
JVL Associates
Michigan
$453K -$43.6K -123 -9%
KTC
2317
Kistler-Tiffany Companies
Pennsylvania
$453K +$23.1K +65 +6%
CCM
2318
Coe Capital Management
Illinois
$452K -$345K -972 -45%
VLC
2319
Van Leeuwen & Company
New Jersey
$451K -$671K -1,892 -61%
SAM
2320
Sawgrass Asset Management
Florida
$451K – – –
MAM
2321
Mastrapasqua Asset Management
Tennessee
$451K +$428K +1,207 New
PCMC
2322
Private Capital Management (Colorado)
Colorado
$450K -$5.32K -15 -1%
HCA
2323
Hyperion Capital Advisors
New York
$450K – – –
RDFA
2324
Ritter Daniher Financial Advisory
Ohio
$450K +$427K +1,203 New
FWP
2325
Firethorn Wealth Partners
Georgia
$450K +$427K +1,204 New
91 92
93
94 95