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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
1001
Charter Research & Investment Group
Connecticut
$962K – – –
TCM
1002
Telos Capital Management
California
$961K -$11.8K -56 -1%
NFC
1003
Northeast Financial Consultants
Connecticut
$954K +$247K +1,175 +34%
WCM
1004
Wealthcare Capital Management
Virginia
$952K -$2.03M -9,669 -68%
SI
1005
Shaker Investments
Ohio
$948K +$1.68K +8 +0.2%
FIM
1006
Frontier Investment Management
Texas
$946K +$98.2K +467 +10%
PWS
1007
Peloton Wealth Strategists
Indiana
$937K -$323K -1,537 -25%
BEC
1008
Blue Edge Capital
Virginia
$934K – – –
CCG
1009
Chatham Capital Group
Georgia
$929K -$32.6K -155 -3%
BRWM
1010
B. Riley Wealth Management
Tennessee
$923K -$82.8K -394 -8%
CAM
1011
Carret Asset Management
New York
$923K +$58.9K +280 +7%
CT
1012
Coastline Trust
Rhode Island
$911K -$33.6K -160 -3%
ZB
1013
Zions Bancorporation
Utah
$909K +$575K +2,733 +163%
WPC
1014
Waters Parkerson & Co
Louisiana
$906K -$77.8K -370 -8%
KIA
1015
Kopp Investment Advisors
Minnesota
$906K – – –
OA
1016
Oxbow Advisors
Texas
$903K +$73.6K +350 +9%
VSWA
1017
Vontobel Swiss Wealth Advisors
Switzerland
$900K -$37K -176 -3%
TB
1018
Terril Brothers
Missouri
$899K – – –
RT
1019
Rockland Trust
Massachusetts
$896K – – –
P
1020
Pitcairn
Pennsylvania
$889K -$146K -694 -14%
HC
1021
Hourglass Capital
Texas
$889K +$105K +500 +13%
BSB
1022
Bangor Savings Bank
Maine
$885K -$10.5K -50 -1%
LKIM
1023
Lawson Kroeker Investment Management
Nebraska
$870K -$10.5K -50 -1%
HA
1024
Halsey Associates
Connecticut
$869K -$29.4K -140 -3%
CCM
1025
Crossvault Capital Management
Texas
$868K +$59.1K +281 +7%
39 40
41
42 43