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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
2426
Ratio Wealth Group
Colorado
$833K +$62.9K +137 +8%
TFM
2427
TFC Financial Management
Massachusetts
$832K +$236K +514 +41%
MSA
2428
Marino Stram & Associates
Massachusetts
$829K +$9.64K +21 +1%
FCB
2429
First Command Bank
Texas
$822K – – –
NPF
2430
Norris Perne & French
Michigan
$819K -$208K -454 -21%
BPFA
2431
Barnes Pettey Financial Advisors
Mississippi
$819K +$791K +1,724 New
WAM
2432
Weatherly Asset Management
California
$818K -$4.59K -10 -0.6%
HCP
2433
Hexagon Capital Partners
Arkansas
$818K +$8.72K +19 +1%
AWAG
2434
ARS Wealth Advisors Group
Florida
$815K +$1.38K +3 +0.2%
NFSG
2435
Newbridge Financial Services Group
Florida
$815K +$223K +485 +39%
CFG
2436
Cooper Financial Group
California
$811K -$207K -450 -21%
AWC
2437
Adamsbrown Wealth Consultants
Kansas
$811K +$783K +1,706 New
PAG
2438
Powers Advisory Group
Illinois
$811K +$784K +1,707 New
MPIM
2439
McGinn Penninger Investment Management
Virginia
$807K – – –
LFA
2440
LifeGuide Financial Advisors
Pennsylvania
$805K +$778K +1,694 New
PCM
2441
Passive Capital Management
Maryland
$802K +$775K +1,689 New
CFG
2442
Claremont Financial Group
California
$802K +$55.1K +120 New
DWM
2443
Darwin Wealth Management
Florida
$801K -$300K -653 -27%
CWP
2444
Concord Wealth Partners
Virginia
$799K +$522K +1,138 +209%
TI
2445
tru Independence
Oregon
$797K – – –
MIM
2446
Macroview Investment Management
Maryland
$796K +$13.3K +29 +2%
FIM
2447
Fernwood Investment Management
Massachusetts
$795K +$7.8K +17 +1%
GPWA
2448
Great Point Wealth Advisors
Massachusetts
$794K – – –
PCM
2449
Princeton Capital Management
New Jersey
$793K -$282K -614 -27%
CFA
2450
Cahill Financial Advisors
Minnesota
$792K +$27.1K +59 +4%
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