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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
951
Apriem Advisors
California
$15.5M +$361K +614 +2%
AC
952
Addison Capital
Pennsylvania
$15.4M +$3.51M +5,973 +28%
YDMI
953
Y.D. More Investments
Israel
$15.4M -$598K -1,017 -4%
GWMR
954
GC Wealth Management RIA
Massachusetts
$15.4M +$153K +261 +1%
WA
955
Wealth Architects
California
$15.3M +$237K +404 +1%
NCM
956
Neumann Capital Management
California
$15.3M -$94.6K -161 -0.6%
AB
957
ANB Bank
Colorado
$15.3M +$1.78M +3,024 +12%
SWA
958
Sax Wealth Advisors
New Jersey
$15.2M +$354K +603 +2%
MC
959
Moors & Cabot
Massachusetts
$15.2M +$604K +1,028 +4%
CCM
960
CAAS Capital Management
New York
$15.2M -$7.01M -11,921 -30%
BCM
961
Basso Capital Management
Connecticut
$15.2M – – –
FFA
962
Fi3 Financial Advisors
Indiana
$15.2M -$618K -1,051 -4%
VCM
963
Virtue Capital Management
Tennessee
$15.1M -$4.1M -6,971 -20%
PIA
964
Perennial Investment Advisors
California
$15.1M +$2.08M +3,541 +15%
IAS
965
IMA Advisory Services
Colorado
$15.1M +$316K +538 +2%
EWA
966
EverSource Wealth Advisors
Alabama
$15.1M +$6.73M +11,447 +73%
MA
967
MONECO Advisors
Connecticut
$15.1M -$286K -486 -2%
RZH
968
Relyea Zuckerberg Hanson
Connecticut
$15.1M +$32.9K +56 +0.2%
FCMC
969
Founders Capital Management (Connecticut)
Connecticut
$15.1M -$384K -653 -2%
AAM
970
American Asset Management
Florida
$15.1M -$1.19M -2,029 -7%
RIM
971
Rockbridge Investment Management
New York
$15.1M -$136K -232 -0.9%
SAM
972
Smithbridge Asset Management
Pennsylvania
$15.1M +$15.8M +26,939 New
WAG
973
Winthrop Advisory Group
Massachusetts
$15.1M -$2.97M -5,052 -16%
VAM
974
Verity Asset Management
North Carolina
$15.1M -$5.45M -9,280 -26%
OL
975
Optas LLC
Texas
$15.1M – – –
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39
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