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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
2401
SYM Financial Corp
Indiana
$695K +$410 +1 +0.1%
OCM
2402
Oribel Capital Management
New York
$694K +$152K +370 +25%
RCM
2403
Radnor Capital Management
Pennsylvania
$693K – – –
SIA
2404
Stegner Investment Associates
Kentucky
$693K +$176K +430 +31%
HIMC
2405
Heritage Investors Management Corp
Maryland
$692K +$65.5K +160 +10%
FPCG
2406
Fort Pitt Capital Group
Pennsylvania
$689K +$324K +791 +76%
BFAG
2407
Blackston Financial Advisory Group
Florida
$687K +$724K +1,768 New
SFG
2408
Sather Financial Group
Texas
$684K -$24.6K -60 -3%
LA
2409
Lindenwold Advisors
Pennsylvania
$684K – – –
MWA
2410
Monograph Wealth Advisors
California
$683K – – –
GB
2411
Goepper Burkhardt
South Carolina
$682K -$3.69K -9 -0.5%
OAP
2412
One Advisory Partners
Kansas
$681K -$442K -1,078 -37%
CFO
2413
CVA Family Office
Colorado
$680K +$120K +293 +19%
CYG
2414
Clean Yield Group
Vermont
$679K – – –
HHAA
2415
Henry H. Armstrong Associates
Pennsylvania
$679K – – –
HFS
2416
Heritage Financial Services
Massachusetts
$679K +$4.92K +12 +0.7%
TWP
2417
Total Wealth Planning
Ohio
$676K – – –
SWM
2418
Seaside Wealth Management
California
$676K +$672K +1,641 New
ACM
2419
Altrius Capital Management
North Carolina
$675K +$734K +1,791 New
IP
2420
Isthmus Partners
Wisconsin
$674K – – –
CG
2421
CFO4Life Group
Texas
$674K +$410 +1 +0.1%
CWM
2422
Concentric Wealth Management
California
$671K -$102K -250 -12%
FPWM
2423
FSB Premier Wealth Management
Iowa
$668K – – –
TPM
2424
Triasima Portfolio Management
Quebec, Canada
$668K – – –
PFC
2425
Phocas Financial Corp
California
$665K +$57.4K +140 +9%
95 96
97
98 99