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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
2301
Balentine LLC
Georgia
$494K +$274K +711 +133%
CCM
2302
Crew Capital Management
Ohio
$493K +$480K +1,245 New
EWMCB
2303
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$492K +$193K +501 +68%
GF
2304
Gries Financial
Ohio
$491K +$462K +1,198 New
HW
2305
Hedeker Wealth
Illinois
$489K – – –
FG
2306
Foster Group
Iowa
$488K – – –
BAM
2307
Bellevue Asset Management
Washington
$488K +$6.17K +16 +1%
KFS
2308
Kelly Financial Services
Massachusetts
$487K -$96.4K -250 -17%
GB
2309
Goepper Burkhardt
South Carolina
$487K – – –
FWP
2310
Falcon Wealth Planning
California
$487K +$27.8K +72 +6%
CC
2311
Cornerstone Capital
California
$483K -$89.5K -232 -16%
SPL
2312
Smart Portfolios LLC
Washington
$483K – – –
W
2313
WealthOne
New York
$482K -$3.08K -8 -0.7%
CCM
2314
Coe Capital Management
Illinois
$479K – – –
TFM
2315
TFC Financial Management
Massachusetts
$478K -$6.17K -16 -1%
JA
2316
JVL Associates
Michigan
$477K -$2.7K -7 -0.6%
TIA
2317
Tiemann Investment Advisors
California
$476K +$154K +400 +50%
KTC
2318
Kistler-Tiffany Companies
Pennsylvania
$475K -$4.63K -12 -1%
JWA
2319
JFS Wealth Advisors
Pennsylvania
$475K +$11.2K +29 +2%
CCM
2320
Cox Capital Management
Massachusetts
$474K – – –
SL
2321
SWMG LLC
Texas
$473K +$5.79K +15 +1%
SIM
2322
Sadoff Investment Management
Wisconsin
$472K -$389K -1,010 -46%
HP
2323
HT Partners
Connecticut
$470K -$28.9K -75 -6%
MAG
2324
MRA Advisory Group
New Jersey
$469K -$114K -296 -20%
RDFA
2325
Ritter Daniher Financial Advisory
Ohio
$468K -$8.1K -21 -2%
91 92
93
94 95