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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
2401
Royal Fund Management
Florida
$71K – – –
TJHA
2402
Thomas J. Herzfeld Advisors
Florida
$71K – – –
PP
2403
Pacifica Partners
Canada
$69K +$65.6K +213 New
IRC
2404
Investors Research Corp
Georgia
$60K +$29.6K +96 +107%
SFPG
2405
Stonebridge Financial Planning Group
Florida
$60K +$57.3K +186 New
BRC
2406
Bell Rock Capital
Delaware
$59K +$308 +1 +0.6%
MG
2407
MilWealth Group
Wisconsin
$57.6K – – –
NCM
2408
New Capital Management
Texas
$56K – – –
CWA
2409
Carolina Wealth Advisors
South Carolina
$56K +$53.9K +175 New
SRC
2410
Sage Rhino Capital
California
$54K +$51.4K +167 New
TCM
2411
Tradewinds Capital Management
Washington
$51K -$9.54K -31 -16%
HI
2412
Hoey Investments
Pennsylvania
$50K +$48K +156 New
HCM
2413
Horrell Capital Management
Arkansas
$49K – – –
HFM
2414
Hartford Financial Management
Connecticut
$48K +$45.9K +149 New
IIA
2415
ICW Investment Advisors
Arizona
$45K +$43.1K +140 New
DOA
2416
D'Orazio & Associates
Virginia
$43K – – –
RIA
2417
RPG Investment Advisory
California
$42K – – –
LFA
2418
Lighthouse Financial Advisors
Maryland
$40K +$38.2K +124 New
FMB
2419
Field & Main Bank
Kentucky
$32K – – –
DTIM
2420
Danda Trouve Investment Management
Kansas
$32K +$30.5K +99 New
SFA
2421
Semmax Financial Advisors
North Carolina
$28K +$14.2K +46 +112%
NPP
2422
New Potomac Partners
Maryland
$27K – – –
RTC
2423
Riverview Trust Company
Washington
$26K – – –
CI
2424
CX Institutional
Indiana
$22K – – –
TFA
2425
Tobias Financial Advisors
Florida
$21K +$20.9K +68 New
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97
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