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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
3401
First Financial Corp
Indiana
$926K – – –
WMA
3402
William Mack & Associates
Michigan
$926K +$47.3K +70 +5%
BFG
3403
Beacon Financial Group
Texas
$924K – – –
SFS
3404
Strategic Financial Services
New York
$921K -$145K -215 -14%
CPWM
3405
Cypress Point Wealth Management
Texas
$919K +$578K +855 +173%
AWG
3406
Altus Wealth Group
Colorado
$916K -$241K -356 -21%
SP
3407
Symmetry Partners
Connecticut
$915K – – –
CH
3408
Canton Hathaway
Rhode Island
$914K – – –
MCP
3409
Miller Capital Partners
Michigan
$914K +$906K +1,340 New
SRC
3410
Shufro Rose & Co
New York
$913K +$53.4K +79 +6%
NS
3411
Northland Securities
Minnesota
$912K +$904K +1,338 New
RCP
3412
Rothschild Capital Partners
New York
$912K +$676 +1 +0.1%
PA
3413
Powerhouse Assets
Massachusetts
$911K +$903K +1,336 New
HWM
3414
HighMark Wealth Management
Minnesota
$910K +$106K +157 +13%
AFM
3415
Abbot Financial Management
Massachusetts
$910K -$21K -31 -2%
CBTWT
3416
Community Bank & Trust (Waco, Texas)
Texas
$910K – – –
TWM
3417
TriaGen Wealth Management
California
$909K -$14.9K -22 -2%
TLFA
3418
True Link Financial Advisors
California
$909K +$148K +219 +20%
MIM
3419
Moseley Investment Management
Florida
$909K +$676 +1 +0.1%
WA
3420
Waterford Advisors
New York
$908K -$16.9K -25 -2%
NQWM
3421
Northwest Quadrant Wealth Management
Oregon
$908K +$137K +203 +18%
CC
3422
Capital Counsel
New York
$906K -$93.9K -139 -9%
FWM
3423
Finer Wealth Management
Massachusetts
$906K +$41.9K +62 +5%
MWM
3424
Mascoma Wealth Management
New Hampshire
$905K – – –
JPWM
3425
Jamison Private Wealth Management
Georgia
$904K -$16.9K -25 -2%
135 136
137
138 139