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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2601
American Financial Advisors
Georgia
$673K -$41.1K -98 -6%
ICM
2602
IMS Capital Management
Oregon
$673K +$89.4K +213 +16%
GDP
2603
Great Diamond Partners
Maine
$672K – – –
EIM
2604
Essex Investment Management
Massachusetts
$672K -$316K -753 -33%
JWWM
2605
Johnson & White Wealth Management
Pennsylvania
$672K – – –
ACM
2606
Ategra Capital Management
Virginia
$668K – – –
BIM
2607
Barton Investment Management
Pennsylvania
$668K -$77.2K -184 -11%
RIM
2608
RW Investment Management
Idaho
$666K – – –
DAM
2609
Doheny Asset Management
California
$665K – – –
ATIA
2610
American Trust Investment Advisors
New Hampshire
$663K +$67.1K +160 +12%
SIA
2611
Schear Investment Advisers
Ohio
$660K – – –
SAM
2612
Secure Asset Management
Michigan
$657K -$4.2K -10 -0.7%
KFP
2613
KB Financial Partners
New Jersey
$656K – – –
AWM
2614
AllSquare Wealth Management
New York
$655K -$29.4K -70 -4%
FAM
2615
Fenimore Asset Management
New York
$655K – – –
CAM
2616
Cypress Asset Management
Texas
$654K -$39K -93 -6%
WA
2617
WESPAC Advisors
California
$653K +$2.1K +5 +0.3%
WFM
2618
Wolff Financial Management
Michigan
$652K +$420 +1 +0.1%
AWM
2619
Aberdeen Wealth Management
Illinois
$652K +$617K +1,470 New
CIA
2620
Cladis Investment Advisory
Montana
$649K -$83.9K -200 -12%
FWM
2621
Fortress Wealth Management
California
$648K +$2.1K +5 +0.3%
SFA
2622
Souders Financial Advisors
Ohio
$647K -$1.89M -4,513 -76%
HWMG
2623
Hurlow Wealth Management Group
Indiana
$647K +$404K +963 +194%
WA
2624
WealthTrust Axiom
Pennsylvania
$646K +$420 +1 +0.1%
XSC
2625
X-Square Capital
Puerto Rico
$645K +$21.4K +51 +4%
103 104
105
106 107