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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
2451
Straight Path Wealth Management
Michigan
$740K +$39.6K +89 +6%
MA
2452
Maxele Advisors
Missouri
$738K -$78.4K -176 -10%
CWM
2453
Chemistry Wealth Management
New York
$738K -$5.3M -11,904 -88%
PA
2454
Probity Advisors
Texas
$736K -$66.3K -149 -8%
AA
2455
Aufman Associates
Pennsylvania
$735K -$10.7K -24 -1%
WBCM
2456
Wilson & Boucher Capital Management
California
$735K -$4.01K -9 -0.6%
PFC
2457
Phocas Financial Corp
California
$733K -$110K -246 -13%
IAMOG
2458
Investors Asset Management of Georgia
Georgia
$731K -$7.12K -16 -1%
AHB
2459
Abner Herrman & Brock
New Jersey
$730K -$13.4K -30 -2%
MSFP
2460
Mark Sheptoff Financial Planning
Connecticut
$730K – – –
III
2461
Independent Investors Inc
New York
$728K – – –
EI
2462
Ethic Inc
New York
$728K +$124K +279 +21%
BCM
2463
Brasada Capital Management
Texas
$728K +$718K +1,612 New
CGH
2464
Crossmark Global Holdings
Texas
$724K -$4.48M -10,055 -86%
PPWM
2465
PFG Private Wealth Management
Florida
$724K -$314K -706 -31%
TCMP
2466
Thrive Capital Management (Pennsylvania)
Pennsylvania
$722K -$467K -1,048 -40%
TWM
2467
Trevian Wealth Management
Massachusetts
$720K +$124K +279 +21%
ACM
2468
Alta Capital Management
Utah
$719K -$5.84M -13,127 -89%
FNBOSM
2469
First National Bank of South Miami
Florida
$719K -$10.2K -23 -1%
HA
2470
HYA Advisors
Missouri
$718K -$16K -36 -2%
NIC
2471
Northwest Investment Counselors
Oregon
$716K +$3.56K +8 +0.5%
IF
2472
Integrity Financial
Wyoming
$715K -$424K -952 -38%
RDWM
2473
Red Door Wealth Management
Tennessee
$714K +$186K +417 +36%
CRI
2474
Colonial River Investments
Virginia
$713K +$368K +827 +110%
FCT
2475
Family Capital Trust
Massachusetts
$712K -$207K -466 -23%
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