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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
876
Plante Moran Financial Advisors
Michigan
$13M +$300K +653 +2%
KHCM
877
Kettle Hill Capital Management
New York
$13M -$1.15M -2,508 -8%
SP
878
Successful Portfolios
Florida
$13M -$56K -122 -0.4%
BAM
879
Barrett Asset Management
New York
$12.9M -$343K -747 -3%
DJSG
880
D.J. St. Germain
Massachusetts
$12.9M -$493K -1,073 -4%
BC
881
Bartlett & Co
Ohio
$12.9M +$229K +499 +2%
BCWM
882
Bartlett & Co Wealth Management
Ohio
$12.9M +$229K +499 +2%
GC
883
Grimes & Company
Massachusetts
$12.8M -$478K -1,042 -4%
YCM
884
Yost Capital Management
Texas
$12.8M +$7.8M +17,000 +170%
OFS
885
Oldfather Financial Services
Nebraska
$12.8M -$58.8K -128 -0.4%
OL
886
Optas LLC
Texas
$12.8M – – –
PSP
887
Principal Street Partners
Tennessee
$12.8M +$2.41M +5,250 +24%
FCM
888
Firestone Capital Management
Florida
$12.7M +$2.2M +4,786 +22%
IFA
889
Interactive Financial Advisors
Illinois
$12.7M +$578K +1,260 +5%
HIM
890
HawsGoodwin Investment Management
Tennessee
$12.7M +$251K +546 +2%
CWM
891
CCG Wealth Management
California
$12.7M +$8.1M +17,648 +197%
FMWA
892
Forvis Mazars Wealth Advisors
Missouri
$12.7M +$188K +410 +2%
BWM
893
Brickley Wealth Management
California
$12.7M – – –
NCM
894
Neumann Capital Management
California
$12.6M +$66.1K +144 +0.5%
CP
895
Coho Partners
Pennsylvania
$12.6M +$12.1M +26,453 New
SCM
896
Stordahl Capital Management
Colorado
$12.5M -$93.2K -203 -0.8%
BAM
897
Brave Asset Management
New Jersey
$12.5M +$447K +974 +4%
SFG
898
Sowa Financial Group
Rhode Island
$12.5M +$163K +355 +1%
SWA
899
SFMG Wealth Advisors
Texas
$12.4M -$7.34K -16 -0.1%
SL
900
Salomon & Ludwin
Virginia
$12.4M +$576K +1,254 +5%
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36
37 38