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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2351
Bellevue Asset Management
Washington
$478K -$47.6K -114 -9%
AWM
2352
Accurate Wealth Management
Florida
$478K +$466K +1,116 New
AWM
2353
AAF Wealth Management
Massachusetts
$477K +$835 +2 +0.2%
BFA
2354
Bluestem Financial Advisors
Illinois
$476K – – –
KBFS
2355
Kohmann Bosshard Financial Services
Ohio
$476K – – –
MCP
2356
Mirador Capital Partners
California
$476K – – –
MAG
2357
MRA Advisory Group
New Jersey
$475K -$30.9K -74 -6%
CNFG
2358
Creegan & Nassoura Financial Group
New Hampshire
$471K – – –
HHGA
2359
Halbert Hargrove Global Advisors
California
$470K -$5.01K -12 -1%
MCM
2360
Monarch Capital Management
Indiana
$470K – – –
SFA
2361
Souders Financial Advisors
Ohio
$470K +$2.5K +6 +0.5%
WAM
2362
WealthTrust Asset Management
Florida
$470K +$458K +1,098 New
CMBA
2363
C.M. Bidwell & Associates
Hawaii
$468K – – –
KWA
2364
KCS Wealth Advisory
California
$467K +$7.51K +18 +2%
PWA
2365
Physician Wealth Advisors
Utah
$466K – – –
MCA
2366
Magnolia Capital Advisors
Mississippi
$465K -$10.9K -26 -2%
ERIM
2367
Eagle Ridge Investment Management
Connecticut
$464K -$32.6K -78 -7%
OCG
2368
Opus Capital Group
Ohio
$464K +$106K +254 +31%
GG
2369
Greenwood Gearhart
Arkansas
$461K -$4.17K -10 -0.9%
SPA
2370
Sentinel Pension Advisors
Massachusetts
$461K +$1.25K +3 +0.3%
CWM
2371
Cranbrook Wealth Management
Michigan
$461K +$7.93K +19 +2%
AA
2372
AF Advisors
California
$460K +$449K +1,075 New
HWA
2373
Heartwood Wealth Advisors
Virginia
$459K -$2.09K -5 -0.5%
HSWM
2374
Hubbell Strickland Wealth Management
Louisiana
$458K +$835 +2 +0.2%
TCM
2375
TD Capital Management
Tennessee
$457K +$286K +685 +179%
93 94
95
96 97