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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2426
JFG Wealth Management
Colorado
$402K -$542K -1,299 -58%
MWM
2427
Mattern Wealth Management
Kansas
$402K -$10.9K -26 -3%
DACG
2428
Donor Advised Charitable Giving
California
$402K – – –
RWG
2429
Regal Wealth Group
California
$401K +$1.25K +3 +0.3%
FVWA
2430
Foster Victor Wealth Advisors
South Carolina
$400K -$3.63M -8,694 -90%
B
2431
Barings
North Carolina
$398K +$388K +929 New
FA
2432
Fountainhead AM
New Jersey
$397K – – –
KFI
2433
Key Financial Inc
Pennsylvania
$397K – – –
TIA
2434
Tandem Investment Advisors
South Carolina
$396K -$82.2K -197 -18%
SGI
2435
Summit Global Investments
Utah
$395K +$165K +395 +75%
PG
2436
Prostatis Group
Maryland
$394K -$6.26K -15 -2%
MWP
2437
Meridian Wealth Partners
Pennsylvania
$393K +$9.18K +22 +2%
KCM
2438
KLK Capital Management
California
$392K +$382K +916 New
CP
2439
Corbenic Partners
Pennsylvania
$390K +$835 +2 +0.2%
GWA
2440
GGM Wealth Advisors
Maryland
$389K +$1.25K +3 +0.3%
BI
2441
Ballast Inc
Kentucky
$389K +$27.5K +66 +8%
SCM
2442
Stonehearth Capital Management
Massachusetts
$387K -$298K -714 -44%
SFI
2443
SPC Financial Inc
Maryland
$387K – – –
AC
2444
Aristides Capital
Kentucky
$386K +$376K +901 New
MC
2445
Martin & Co
Tennessee
$385K -$1.09M -2,600 -74%
AIA
2446
AIMZ Investment Advisors
California
$385K +$10K +24 +3%
AL
2447
ADE LLC
Maryland
$384K -$13.4K -32 -3%
BA
2448
Bluesphere Advisors
Pennsylvania
$384K -$5.01K -12 -1%
SMH
2449
Sanders Morris Harris
Texas
$381K +$71K +170 +24%
SIA
2450
Strategic Investment Advisors
Michigan
$380K -$5.84K -14 -2%
96 97
98
99 100