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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LG
2426
LAM Group
Oregon
$822K +$826K +2,150 New
RTL
2427
Red Tortoise LLC
Georgia
$822K +$826K +2,149 New
ACM
2428
American Capital Management
New York
$820K – – –
CAS
2429
Coppell Advisory Solutions
Texas
$820K +$824K +2,144 New
CASC
2430
Coppell Advisory Solutions Corp
Texas
$820K +$824K +2,144 New
AWM
2431
Arista Wealth Management
Nevada
$819K +$823K +2,141 New
AFP
2432
Alpha Financial Partners
Kentucky
$818K +$822K +2,139 New
ORC
2433
O'Rourke & Company
Massachusetts
$817K +$44.6K +116 +6%
DC
2434
Darrow Company
Massachusetts
$817K +$821K +2,135 New
AOWM
2435
Alpha Omega Wealth Management
Virginia
$815K +$56.1K +146 +7%
PFC
2436
Poplar Forest Capital
California
$813K – – –
MPIA
2437
Mountain Pacific Investment Advisers
Idaho
$811K +$384 +1 +0%
CM
2438
Crystalline Management
Canada
$811K +$815K +2,120 New
SOAG
2439
Silver Oak Advisory Group
Oregon
$810K +$384 +1 +0%
PWM
2440
PBMares Wealth Management
Virginia
$810K +$5K +13 +0.6%
GI
2441
Gradient Investments
Minnesota
$809K -$337K -876 -29%
IP
2442
Intellectus Partners
California
$808K +$39.6K +103 +5%
YAL
2443
Your Advocates Ltd
Texas
$807K +$2.69K +7 +0.3%
3IP
2444
3Chopt Investment Partners
Virginia
$807K +$807K +2,100 New
PWS
2445
Private Wealth Strategies
Ohio
$806K +$28.8K +75 +4%
KAM
2446
Kraft Asset Management
Tennessee
$806K – – –
WFA
2447
Websterrogers Financial Advisors
South Carolina
$805K +$41.1K +107 +5%
MFWM
2448
Motley Fool Wealth Management
Virginia
$805K -$929K -2,416 -53%
BCM
2449
Bluefin Capital Management
New York
$803K -$16.5M -43,033 -95%
CASB
2450
Cape Ann Savings Bank
Massachusetts
$801K +$31.5K +82 +4%
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98
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