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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2451
Lantz Financial
Illinois
$1.58M +$6.63K +12 +0.4%
CCA
2452
Clearwater Capital Advisors
Illinois
$1.58M -$113K -205 -7%
MWM
2453
Mosley Wealth Management
California
$1.58M +$546K +987 +58%
BCM
2454
Bourgeon Capital Management
Connecticut
$1.57M +$9.95K +18 +0.7%
VBFP
2455
Valtinson Bruner Financial Planning
Minnesota
$1.57M -$2.77K -5 -0.2%
JWM
2456
JGP Wealth Management
Oregon
$1.57M +$1.03M +1,867 +213%
FFG
2457
Fortem Financial Group
California
$1.57M +$29.3K +53 +2%
FC
2458
Forte Capital
New York
$1.57M -$85.7K -155 -5%
PA
2459
Parkside Advisors
California
$1.57M -$80.2K -145 -5%
CPA
2460
Capital Planning Advisors
California
$1.56M – – –
PF
2461
Parker Financial
Washington
$1.56M -$715K -1,294 -32%
SFP
2462
Sterling Financial Planning
New Jersey
$1.56M -$4.42K -8 -0.3%
TSWM
2463
Triangle Securities Wealth Management
North Carolina
$1.55M +$61.9K +112 +4%
GAA
2464
Guardian Asset Advisors
Pennsylvania
$1.55M -$1.17M -2,114 -44%
CASB
2465
Cape Ann Savings Bank
Massachusetts
$1.55M +$326K +590 +28%
RA
2466
Riverstone Advisors
Texas
$1.54M – – –
PCMC
2467
Planning Capital Management Corporation
Pennsylvania
$1.53M +$413K +747 +39%
FC
2468
Financial Council
Maryland
$1.53M – – –
AA
2469
Aire Advisors
California
$1.53M +$13.3K +24 +0.9%
SGK
2470
Steigerwald Gordon & Koch
Virginia
$1.53M +$21K +38 +1%
ACM
2471
American Capital Management
New York
$1.53M – – –
PWM
2472
Proathlete Wealth Management
Florida
$1.53M +$4.42K +8 +0.3%
CTA
2473
Colonial Trust Advisors
South Carolina
$1.53M +$553K +1,000 +60%
FPFS
2474
First Personal Financial Services
North Carolina
$1.52M – – –
IWN
2475
Independent Wealth Network
Iowa
$1.52M -$627K -1,134 -30%
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99
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