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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
976
IMA Advisory Services
Colorado
$18.1M +$47.4K +74 +0.3%
BCM
977
Basso Capital Management
Connecticut
$18.1M – – –
PFM
978
Patton Fund Management
Texas
$18M -$504K -787 -3%
PFA
979
Pettinga Financial Advisors
Indiana
$18M +$2.83M +4,422 +20%
RIM
980
Rockbridge Investment Management
New York
$18M +$71.8K +112 +0.4%
MPI
981
Mairs & Power Inc
Minnesota
$18M -$511K -797 -3%
CFP
982
Catalyst Financial Partners
Massachusetts
$18M +$75.6K +118 +0.4%
OL
983
Optas LLC
Texas
$17.9M – – –
TYCC
984
Texas Yale Capital Corp
Florida
$17.9M +$1.28K +2 +0%
GSC
985
G&S Capital
Colorado
$17.9M +$85.9K +134 +0.5%
SAI
986
Savvy Advisors Inc
New York
$17.9M +$947K +1,477 +6%
AWM
987
Arista Wealth Management
Nevada
$17.9M -$171K -266 -1%
FCMC
988
Founders Capital Management (Connecticut)
Connecticut
$17.9M -$7.69K -12 -0%
OPCM
989
Osborne Partners Capital Management
California
$17.8M -$162K -252 -0.9%
BAM
990
BOS Asset Management
Illinois
$17.7M +$206K +322 +1%
BB
991
Bell Bank
North Dakota
$17.7M +$41.7K +65 +0.2%
AI
992
Accredited Investors
Minnesota
$17.7M -$108K -169 -0.6%
CCWA
993
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.6M -$1.86M -2,899 -10%
TFCP
994
Twin Focus Capital Partners
Massachusetts
$17.6M -$71.2K -111 -0.4%
CT
995
Coastline Trust
Rhode Island
$17.6M +$155K +242 +0.9%
RFM
996
Royal Fund Management
Florida
$17.6M -$10M -15,612 -37%
YCM
997
Yousif Capital Management
Michigan
$17.5M -$25.5M -39,735 -60%
FFA
998
Fi3 Financial Advisors
Indiana
$17.5M -$372K -581 -2%
KCM
999
Kennicott Capital Management
California
$17.5M +$237K +369 +1%
EAM
1000
Erste Asset Management
Austria
$17.4M -$2.17M -3,380 -11%
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