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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
2776
IMS Capital Management
Oregon
$821K +$15.6K +35 +2%
IPW
2777
Intergy Private Wealth
Colorado
$820K -$7.57K -17 -1%
JWM
2778
Jessup Wealth Management
Ohio
$819K +$3.56K +8 +0.5%
PCM
2779
Passive Capital Management
Maryland
$819K – – –
BWM
2780
Birchcreek Wealth Management
Ohio
$818K +$66.8K +150 +10%
LBA
2781
Letko, Brosseau & Associates
Quebec, Canada
$818K – – –
WA
2782
WealthTrust Axiom
Pennsylvania
$818K +$97.6K +219 +15%
OAP
2783
One Advisory Partners
Kansas
$814K – – –
NIM
2784
Nicollet Investment Management
Minnesota
$812K – – –
PAG
2785
Powers Advisory Group
Illinois
$812K – – –
MCA
2786
Martin Capital Advisors
Texas
$811K – – –
SCP
2787
Syntal Capital Partners
Texas
$810K – – –
EPM
2788
Elm Partners Management
Pennsylvania
$810K – – –
6F
2789
626 Financial
Michigan
$809K -$114K -255 -13%
SFS
2790
Strategic Financial Services
New York
$808K -$30.3K -68 -4%
SWM
2791
Shakespeare Wealth Management
Wisconsin
$804K – – –
CG
2792
Castellan Group
Kentucky
$804K – – –
SIA
2793
Strategic Investment Advisors
Michigan
$804K +$27.6K +62 +4%
BB
2794
Burford Brothers
Texas
$801K +$751K +1,686 New
GIA
2795
GHP Investment Advisors
Colorado
$799K +$221K +495 +42%
BCM
2796
Buckhead Capital Management
Georgia
$795K +$58.4K +131 +8%
SW
2797
SkyOak Wealth
Michigan
$794K +$445 +1 +0.1%
KAM
2798
Kraft Asset Management
Tennessee
$791K – – –
RG
2799
Retirement Group
California
$790K -$2.01M -4,510 -73%
FPWM
2800
FSB Premier Wealth Management
Iowa
$790K -$24.9K -56 -3%
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112
113 114