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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGP
3426
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$296K +$282K +566 New
HFS
3427
Hoge Financial Services
Pennsylvania
$296K +$72.2K +145 +34%
PCM
3428
Presidio Capital Management
California
$296K +$12.9K +26 +5%
WCM
3429
Westend Capital Management
California
$296K +$281K +565 New
BCAM
3430
Boston Common Asset Management
Massachusetts
$294K -$410K -824 -59%
TWA
3431
Trellis Wealth Advisors
California
$293K -$428K -859 -60%
VIA
3432
Vickerman Investment Advisors
Washington
$293K – – –
LA
3433
Lynch & Associates
Indiana
$293K – – –
AL
3434
ACAS LLC
California
$292K +$1.49K +3 +0.5%
CIA
3435
CCM Investment Advisers
South Carolina
$292K -$162K -325 -37%
DAC
3436
Dividend Assets Capital
South Carolina
$292K +$102K +204 +57%
CBOR
3437
Community Bank of Raymore
Missouri
$292K +$498 +1 +0.2%
PPW
3438
Parcion Private Wealth
Washington
$291K +$29.9K +60 +12%
ONSWM
3439
Old North State Wealth Management
North Carolina
$289K +$274K +550 New
SFP
3440
Sweet Financial Partners
Minnesota
$289K -$21.9K -44 -7%
AIA
3441
Allied Investment Advisors
Montana
$288K -$209K -419 -43%
CCMINC
3442
Cardinal Capital Management Inc (North Carolina)
North Carolina
$288K -$9.96K -20 -4%
HA
3443
Herold Advisors
New York
$287K – – –
CMA
3444
Cedar Mountain Advisors
Oregon
$287K +$65.2K +131 +31%
KAM
3445
Knightsbridge Asset Management
California
$286K – – –
DEM
3446
Disciplined Equity Management
Florida
$286K -$709K -1,425 -72%
AIM
3447
Astor Investment Management
Illinois
$285K -$48.3K -97 -15%
PVH
3448
Psagot Value Holdings
Israel
$285K -$302K -607 -53%
MFC
3449
Mechanics Financial Corp
Ohio
$282K – – –
TVM
3450
True Vision MN
Minnesota
$282K +$275K +553 New
136 137
138
139 140