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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
951
Carlton Hofferkamp & Jenks Wealth Management
Texas
$11.3M -$92.3K -201 -0.8%
CI
952
Cordant Inc
Oregon
$11.3M -$184K -401 -2%
YIA
953
YHB Investment Advisors
Connecticut
$11.3M -$1.08M -2,342 -9%
AA
954
Ancora Advisors
Ohio
$11.2M -$258K -563 -2%
TA
955
TKG Advisors
Indiana
$11.2M +$10.8M +23,612 New
PA
956
Planning Alternatives
Michigan
$11.2M -$256K -557 -2%
DY
957
Dowling & Yahnke
California
$11.2M +$720K +1,569 +7%
MLL
958
Moody Lynn & Lieberson
Massachusetts
$11.2M -$106K -230 -1%
BFM
959
Boston Financial Management
Massachusetts
$11.2M +$2.98M +6,497 +38%
JWCA
960
J.W. Coons Advisors
Ohio
$11.2M -$1.2M -2,608 -10%
TAM
961
Tocqueville Asset Management
New York
$11.2M -$132K -287 -1%
PA
962
Prism Advisors
California
$11.1M -$78K -170 -0.7%
IBOK
963
Independence Bank of Kentucky
Kentucky
$11.1M +$839K +1,827 +8%
RCA
964
Resonant Capital Advisors
Wisconsin
$11.1M +$597K +1,301 +6%
OPS
965
Orion Portfolio Solutions
Nebraska
$11.1M -$13M -28,365 -55%
LA
966
Legacy Advisors
Pennsylvania
$11M +$7.8K +17 +0.1%
HC
967
Hoese & Co
Minnesota
$11M +$46.4K +101 +0.4%
OSAM
968
O'Shaughnessy Asset Management
Connecticut
$11M +$31.2K +68 +0.3%
ACI
969
Alpha Cubed Investments
California
$11M +$174K +378 +2%
LWANC
970
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.9M -$66.6K -145 -0.6%
SIC
971
Salem Investment Counselors
North Carolina
$10.9M -$794K -1,730 -7%
TYCC
972
Texas Yale Capital Corp
Florida
$10.9M +$56.5K +123 +0.5%
OIS
973
Okabena Investment Services
Minnesota
$10.9M +$7.58M +16,516 +259%
WIA
974
World Investment Advisors
California
$10.9M -$1.07M -2,334 -9%
CPIA
975
Cornell Pochily Investment Advisors
New York
$10.8M -$105K -228 -1%
37 38
39
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