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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2601
Concentric Wealth Management
California
$696K -$44.5K -100 -6%
SIA
2602
Strategic Investment Advisors
Michigan
$696K +$173K +390 +31%
HCA
2603
Hyperion Capital Advisors
New York
$693K +$45.4K +102 +7%
DIS
2604
Diversified Investment Strategies
Louisiana
$692K – – –
FB
2605
First Bancorp
Maine
$689K -$890 -2 -0.1%
MCM
2606
McDonough Capital Management
Florida
$687K +$70.3K +158 +11%
SFG
2607
Snider Financial Group
Washington
$682K -$72.5K -163 -9%
ACM
2608
Alamar Capital Management
California
$678K -$139K -312 -16%
HHGA
2609
Halbert Hargrove Global Advisors
California
$675K -$24K -54 -3%
IP
2610
Isthmus Partners
Wisconsin
$673K – – –
SIS
2611
Sound Income Strategies
Florida
$673K -$1.28M -2,882 -65%
BPFA
2612
Barnes Pettey Financial Advisors
Mississippi
$672K -$8.45K -19 -1%
PFC
2613
Phocas Financial Corp
California
$671K – – –
BL
2614
Balentine LLC
Georgia
$671K -$331K -745 -32%
BWM
2615
Birchcreek Wealth Management
Ohio
$671K +$5.34K +12 +0.8%
HW
2616
Hedeker Wealth
Illinois
$671K +$83.2K +187 +14%
CRI
2617
Commonwealth Retirement Investments
Virginia
$670K – – –
EBWM
2618
Eagle Bluffs Wealth Management
Missouri
$667K – – –
HCP
2619
Hexagon Capital Partners
Arkansas
$664K -$28.9K -65 -4%
GCM
2620
Gables Capital Management
Florida
$663K +$133K +300 +24%
PA
2621
Probity Advisors
Texas
$661K – – –
AWMNH
2622
Arcadia Wealth Management (New Hampshire)
New Hampshire
$661K -$8.45K -19 -1%
FCT
2623
Family Capital Trust
Massachusetts
$660K -$2.67K -6 -0.4%
NAMM
2624
NorthStar Asset Management (Massachusetts)
Massachusetts
$659K – – –
BCM
2625
Buckhead Capital Management
Georgia
$659K +$1.33K +3 +0.2%
103 104
105
106 107