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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3026
MMA Asset Management
Pennsylvania
$210K +$15.6K +35 +7%
SNBOSD
3027
Security National Bank of So Dak
Iowa
$209K – – –
CA
3028
Carson Advisory
Georgia
$208K +$205K +461 New
FFWM
3029
Future Financial Wealth Management
Ohio
$207K -$12.5K -28 -6%
WSC
3030
Wellington Shields & Co
New York
$207K +$204K +458 New
MMM
3031
Mendel Money Management
Illinois
$206K +$203K +456 New
OBWP
3032
O'Brien Wealth Partners
Massachusetts
$205K – – –
DWA
3033
Dougherty Wealth Advisers
Minnesota
$205K +$24.5K +55 +14%
OCM
3034
Osterweis Capital Management
California
$204K – – –
EBA
3035
Eagle Bay Advisors
New York
$203K -$44.5K -100 -18%
KWA
3036
Kellett Wealth Advisors
Ohio
$203K +$445 +1 +0.2%
FPCG
3037
Forum Private Client Group
Indiana
$202K +$199K +448 New
PIC
3038
Platt Investment Counsel
Florida
$201K -$9.35K -21 -4%
SIG
3039
Stonegate Investment Group
Alabama
$201K +$4.01K +9 +2%
BC
3040
Barnett & Company
Tennessee
$201K +$198K +444 New
SCA
3041
Southern Capital Advisors
Tennessee
$200K -$445 -1 -0.2%
BIA
3042
Biondo Investment Advisors
Pennsylvania
$200K +$197K +443 New
TCM
3043
Tradewinds Capital Management
Washington
$196K – – –
HCM
3044
Highlander Capital Management
New Jersey
$190K – – –
LF
3045
Lee Financial
Texas
$185K -$20.9K -47 -10%
CH
3046
Canton Hathaway
Rhode Island
$185K – – –
CIM
3047
Contravisory Investment Management
Massachusetts
$184K -$291K -654 -62%
FA
3048
Financial Advantage
Maryland
$180K – – –
DWP
3049
Destiny Wealth Partners
Florida
$167K – – –
OCM
3050
Orion Capital Management
California
$159K – – –
120 121
122
123 124