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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
3376
Goldstream Capital Management
Hong Kong
$355K – – –
KB
3377
Kimelman & Baird
New York
$353K +$340K +649 New
GA
3378
Greytown Advisors
Florida
$353K – – –
MCP
3379
Mirador Capital Partners
California
$352K +$17.8K +34 +6%
FNA
3380
First National Advisers
Nebraska
$352K +$339K +647 New
BWM
3381
Brown Wealth Management
Illinois
$352K -$9.42K -18 -3%
SWA
3382
ShankerValleau Wealth Advisors
Illinois
$352K – – –
EFIC
3383
Eliot Finkel Investment Counsel
California
$351K – – –
TPCM
3384
Templeton & Phillips Capital Management
Tennessee
$351K +$338K +645 New
BF
3385
Brooklyn FI
New York
$351K +$92.6K +177 +38%
C1AG
3386
Client 1st Advisory Group
Florida
$350K +$89K +170 +36%
VFIC
3387
Valley Forge Investment Consultants
Pennsylvania
$350K – – –
BA
3388
Baugh & Associates
Georgia
$350K -$55K -105 -16%
CCMI
3389
Creative Capital Management Investments
California
$349K -$77.5K -148 -19%
CIA
3390
CCM Investment Advisers
South Carolina
$349K +$43.4K +83 +15%
PW
3391
Peninsula Wealth
California
$349K – – –
VCM
3392
Versant Capital Management
Arizona
$348K -$9.94K -19 -3%
MIM
3393
Moseley Investment Management
Florida
$348K – – –
TDC
3394
Thompson Davis & Co
Virginia
$347K -$94.2K -180 -22%
DCM
3395
Dudley Capital Management
Virginia
$346K – – –
RWM
3396
Reston Wealth Management
Virginia
$345K -$25.1K -48 -7%
CFG
3397
CKW Financial Group
Hawaii
$344K +$1.05K +2 +0.3%
CIA
3398
Cascade Investment Advisors
Oregon
$344K – – –
HKIM
3399
Hayek Kallen Investment Management
Alabama
$340K +$83.2K +159 +34%
PD
3400
Planning Directions
Pennsylvania
$340K – – –
134 135
136
137 138