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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
2401
Ratio Wealth Group
Colorado
$643K -$27K -68 -4%
CYG
2402
Clean Yield Group
Vermont
$643K – – –
BG
2403
Bellevue Group
Switzerland
$643K +$715K +1,800 New
HWA
2404
Heartwood Wealth Advisors
Virginia
$642K -$260K -655 -27%
WTFG
2405
Wells Trecaso Financial Group
Ohio
$642K -$98.5K -248 -12%
FSC
2406
Full Sail Capital
Oklahoma
$640K -$970K -2,442 -58%
EGWAG
2407
Elwood & Goetz Wealth Advisory Group
Georgia
$639K +$42.1K +106 +6%
SWM
2408
Seaside Wealth Management
California
$636K +$2.78K +7 +0.4%
CWM
2409
Concentric Wealth Management
California
$635K – – –
TA
2410
Tectonic Advisors
Texas
$634K -$46.9K -118 -6%
MTIC
2411
Missouri Trust & Investment Company
Missouri
$634K -$33K -83 -4%
FPWM
2412
FSB Premier Wealth Management
Iowa
$634K +$794 +2 +0.1%
ACM
2413
Altrius Capital Management
North Carolina
$633K -$6.75K -17 -0.9%
CFCI
2414
Comprehensive Financial Consultants Institutional
Indiana
$633K +$2.38K +6 +0.3%
FB
2415
First Bancorp
Maine
$632K -$169K -425 -19%
TPM
2416
Triasima Portfolio Management
Quebec, Canada
$632K – – –
PFC
2417
Phocas Financial Corp
California
$630K – – –
ACA
2418
Affinity Capital Advisors
California
$626K -$68.3K -172 -9%
AWMS
2419
Advocacy Wealth Management Services
Georgia
$626K +$397 +1 +0.1%
AHB
2420
Abner Herrman & Brock
New Jersey
$625K – – –
APA
2421
Astoria Portfolio Advisors
New York
$625K +$3.18K +8 +0.5%
SL
2422
Summitry LLC
California
$623K +$693K +1,744 New
FMN
2423
Financial Management Network
California
$622K +$44.9K +113 +7%
NPF
2424
Norris Perne & French
Michigan
$620K – – –
DI
2425
Diligent Investors
California
$620K +$50.8K +128 +8%
95 96
97
98 99