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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2651
Cornerstone Capital
California
$547K – – –
LI
2652
LVZ Inc
Michigan
$547K +$126K +275 +31%
HP
2653
HT Partners
Connecticut
$546K – – –
HFP
2654
Holistic Financial Partners
Indiana
$546K +$918 +2 +0.2%
OCPWS
2655
One Charles Private Wealth Services
Massachusetts
$545K +$2.29K +5 +0.4%
PMG
2656
Private Management Group
California
$541K -$57.4K -125 -10%
GC
2657
Gibson Capital
Pennsylvania
$541K – – –
TWM
2658
Tanglewood Wealth Management
Texas
$541K – – –
JIM
2659
JCP Investment Management
Texas
$540K +$522K +1,136 New
FWM
2660
FSA Wealth Management
Massachusetts
$539K +$918 +2 +0.2%
RDFA
2661
Ritter Daniher Financial Advisory
Ohio
$538K – – –
IWA
2662
IVC Wealth Advisors
Pennsylvania
$537K +$218K +475 +73%
DE
2663
Day & Ennis
Georgia
$536K -$45.4K -99 -8%
FNFDCM
2664
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$536K – – –
CCM
2665
Cox Capital Management
Massachusetts
$535K -$32.1K -70 -6%
LAIC
2666
Lederer & Associates Investment Counsel
California
$532K – – –
OWM
2667
Opes Wealth Management
California
$532K +$79K +172 +18%
TI
2668
TTP Investments
California
$531K +$513K +1,117 New
AWM
2669
AAF Wealth Management
Massachusetts
$531K +$918 +2 +0.2%
WF
2670
WoodTrust Financial
Wisconsin
$530K -$694K -1,511 -58%
KBFS
2671
Kohmann Bosshard Financial Services
Ohio
$528K – – –
CPA
2672
Court Place Advisors
Maryland
$527K +$459 +1 +0.1%
KNW
2673
Kesler Norman & Wride
Utah
$526K -$459 -1 -0.1%
IAG
2674
Investment Advisory Group
Massachusetts
$526K +$537K +1,170 New
STB
2675
S&T Bank
Pennsylvania
$524K – – –
105 106
107
108 109