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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
2851
RW Investment Management
Idaho
$786K – – –
CWP
2852
Core Wealth Partners
California
$785K +$59.2K +119 +9%
JLBC
2853
J.L. Bainbridge & Co
Florida
$785K – – –
PFG
2854
PAX Financial Group
Texas
$785K – – –
PCM
2855
Pennsylvania Capital Management
Pennsylvania
$784K +$1.99K +4 +0.3%
FG
2856
Foster Group
Iowa
$781K -$601K -1,207 -45%
FWM
2857
Finer Wealth Management
Massachusetts
$780K +$5.48K +11 +0.7%
CC
2858
Centiva Capital
New York
$778K +$741K +1,488 New
GFG
2859
Greystone Financial Group
Michigan
$778K +$1.99K +4 +0.3%
SIA
2860
Schear Investment Advisers
Ohio
$778K +$68.2K +137 +10%
IAG
2861
Investment Advisory Group
Massachusetts
$776K +$47.8K +96 +7%
EWA
2862
Encompass Wealth Advisors
Oregon
$776K – – –
CJL
2863
Cyrus J. Lawrence
New York
$773K +$736K +1,478 New
FAM
2864
Fenimore Asset Management
New York
$773K – – –
CC
2865
Capital Counsel
New York
$771K -$254K -510 -26%
CIA
2866
Cladis Investment Advisory
Montana
$771K – – –
EI
2867
Ethic Inc
New York
$771K – – –
AA
2868
Aufman Associates
Pennsylvania
$769K -$19.9K -40 -3%
AWM
2869
Aberdeen Wealth Management
Illinois
$768K – – –
TIA
2870
Tiemann Investment Advisors
California
$767K – – –
PRI
2871
Prepared Retirement Institute
Pennsylvania
$766K +$13.9K +28 +2%
VRM
2872
Vectors Research Management
New York
$764K -$142K -286 -16%
AWMNH
2873
Arcadia Wealth Management (New Hampshire)
New Hampshire
$762K +$11K +22 +2%
CGH
2874
Crossmark Global Holdings
Texas
$760K -$3.21M -6,456 -82%
GCIM
2875
Gunn & Company Investment Management
Florida
$760K -$2.07M -4,160 -74%
113 114
115
116 117