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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
2301
Resource Consulting Group
Florida
$1.01M – – –
MGIA
2302
Matthew Goff Investment Advisor
Texas
$1.01M +$8.78K +22 +0.9%
PM
2303
Penbrook Management
New York
$1M – – –
M
2304
MOTCO
Texas
$1M -$11.2K -28 -1%
LOPW
2305
Live Oak Private Wealth
North Carolina
$1M -$65.4K -164 -6%
HFS
2306
Heritage Financial Services
Massachusetts
$1M +$248K +622 +34%
APSI
2307
Asset Planning Services Inc
Louisiana
$999K -$33.9K -85 -3%
AWA
2308
ARQ Wealth Advisors
Arizona
$996K -$118K -295 -11%
LJAC
2309
L.J. Altfest & Co
New York
$995K -$267K -670 -22%
KCPG
2310
Kavar Capital Partners Group
Kansas
$992K -$10.4K -26 -1%
WAM
2311
Worth Asset Management
Texas
$988K – – –
EWP
2312
Engrave Wealth Partners
Texas
$988K -$4.39K -11 -0.5%
AC
2313
Addenda Capital
Quebec, Canada
$988K +$958K +2,400 +48,000%
AWAG
2314
ARS Wealth Advisors Group
Florida
$980K +$65.4K +164 +7%
FDDB
2315
Fidelity D&D Bancorp
Pennsylvania
$979K +$747K +1,872 New
LA
2316
LexAurum Advisors
Kansas
$973K -$37.1K -93 -4%
LCM
2317
Leisure Capital Management
California
$973K +$152K +380 +19%
MFT
2318
Moisand Fitzgerald Tamayo
Florida
$972K – – –
CPA
2319
Capital Planning Advisors
California
$969K -$11.6K -29 -1%
CWM
2320
Collaborative Wealth Management
Florida
$968K – – –
FIM
2321
Fernwood Investment Management
Massachusetts
$968K +$21.9K +55 +2%
AA
2322
Aire Advisors
California
$966K -$79.8K -200 -8%
FC
2323
Financial Council
Maryland
$965K +$1.2K +3 +0.1%
CCM
2324
Chickasaw Capital Management
Tennessee
$962K – – –
GFA
2325
Gallagher Fiduciary Advisors
Illinois
$958K +$933K +2,339 New
91 92
93
94 95