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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
826
Neumann Capital Management
California
$11.3M +$31.7K +76 +0.3%
JWCA
827
J.W. Coons Advisors
Ohio
$11.3M -$129K -310 -1%
BCWM
828
Bartlett & Co Wealth Management
Ohio
$11.3M +$647K +1,551 +6%
MBT
829
Montecito Bank & Trust
California
$11.3M -$677K -1,621 -6%
BC
830
Bartlett & Co
Ohio
$11.2M +$647K +1,551 +6%
BWA
831
BDO Wealth Advisors
Florida
$11.2M +$989K +2,370 +10%
SAI
832
Systematic Alpha Investments
New Jersey
$11.2M – – –
SCM
833
Schnieders Capital Management
California
$11.2M +$210K +504 +2%
WA
834
Wealth Architects
California
$11.2M +$110K +263 +1%
BFG
835
Bouchey Financial Group
New York
$11.2M -$1.65M -3,942 -13%
PCM
836
Prelude Capital Management
New York
$11.1M +$7.97M +19,087 +275%
FA
837
Fiducient Advisors
Illinois
$11.1M -$553K -1,325 -5%
YIA
838
YHB Investment Advisors
Connecticut
$11.1M -$127K -305 -1%
SWMG
839
Sanchez Wealth Management Group
Florida
$11M +$585K +1,402 +6%
CWC
840
Carolinas Wealth Consulting
North Carolina
$11M -$43.4K -104 -0.4%
ASC
841
Atalanta Sosnoff Capital
New York
$11M -$1.63M -3,905 -13%
CAC
842
Core Alternative Capital
Georgia
$11M +$681K +1,631 +7%
5L
843
55I LLC
Massachusetts
$11M +$1.39M +3,323 +15%
OIA
844
Optimum Investment Advisors
Illinois
$10.9M +$88.5K +212 +0.8%
GM
845
GeoWealth Management
Illinois
$10.9M +$811K +1,943 +8%
BA
846
Bristlecone Advisors
Washington
$10.9M -$86.4K -207 -0.8%
FWC
847
First Washington Corp
Washington
$10.9M -$91.8K -220 -0.9%
FNC
848
First National Corp
Massachusetts
$10.9M -$2.9M -6,944 -16%
SWA
849
SFMG Wealth Advisors
Texas
$10.8M +$44.7K +107 +0.4%
SFG
850
Sowa Financial Group
Rhode Island
$10.8M -$149K -357 -1%
32 33
34
35 36