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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CST
3176
Charles Schwab Trust
Nevada
$434K – – –
NEPPG
3177
New England Professional Planning Group
Rhode Island
$433K – – –
BIM
3178
Bridges Investment Management
Nebraska
$433K – – –
FPCG
3179
Forum Private Client Group
Indiana
$432K +$405K +910 New
TC
3180
Trust Company
Kansas
$431K -$90.4K -203 -18%
VCM
3181
Vision Capital Management
Oregon
$431K +$404K +906 New
SCM
3182
Stonehearth Capital Management
Massachusetts
$430K – – –
P8IP
3183
Pier 88 Investment Partners
California
$428K -$2M -4,500 -83%
AL
3184
ADE LLC
Maryland
$427K – – –
BMCM
3185
Burns Matteson Capital Management
New York
$426K +$55.7K +125 +16%
BA
3186
Bellwether Advisors
Nebraska
$426K +$8.02K +18 +2%
BFA
3187
Bluestem Financial Advisors
Illinois
$425K -$29.4K -66 -7%
HI
3188
Hudock Inc
Pennsylvania
$425K +$86.4K +194 +28%
ZIG
3189
Zullo Investment Group
Pennsylvania
$425K +$99.3K +223 +33%
MGAM
3190
McGowan Group Asset Management
Texas
$424K +$397K +892 New
TDWM
3191
Topel & Distasi Wealth Management
California
$423K -$8.46K -19 -2%
MSWM
3192
McGlone Suttner Wealth Management
Wisconsin
$423K +$445 +1 +0.1%
CIA
3193
CCM Investment Advisers
South Carolina
$420K +$394K +884 New
NC
3194
Napatree Capital
Rhode Island
$420K +$393K +883 New
WAM
3195
Worth Asset Management
Texas
$419K +$164K +368 +72%
BBW
3196
Blue Barn Wealth
Utah
$418K +$445 +1 +0.1%
AG
3197
Advocate Group
Minnesota
$418K – – –
WIP
3198
WealthCare Investment Partners
Rhode Island
$417K +$137K +307 +54%
RWM
3199
Reston Wealth Management
Virginia
$417K -$51.7K -116 -12%
EPWM
3200
Essex Private Wealth Management
Massachusetts
$417K -$66.4K -149 -15%
126 127
128
129 130