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State Street SPDR S&P 500 ETF Trust
SPY

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