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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1001
NBT Bank
New York
$4.09M -$67.1K -249 -1%
FAM
1002
Foothills Asset Management
Arizona
$4.08M -$93.6K -347 -2%
NF
1003
Nikulski Financial
Iowa
$4.07M -$161K -598 -4%
CA
1004
Clearstead Advisors
Ohio
$4.06M +$1.58M +5,843 +56%
PAM
1005
PVG Asset Management
Colorado
$4.06M -$5.74M -21,276 -57%
ACP
1006
Aveo Capital Partners
Colorado
$4.05M +$308K +1,142 +8%
BEC
1007
Blue Edge Capital
Virginia
$4.04M +$1.94M +7,182 +80%
EWA
1008
Exencial Wealth Advisors
Oklahoma
$4M +$1.1M +4,077 +34%
MPM
1009
Meritage Portfolio Management
Kansas
$3.99M +$191K +709 +5%
BMCM
1010
Bryn Mawr Capital Management
Pennsylvania
$3.97M -$306K -1,133 -7%
CBFP
1011
Cedar Brook Financial Partners
Ohio
$3.97M +$4.28M +15,888 New
CPP
1012
Crow Point Partners
Massachusetts
$3.96M +$1.7M +6,300 +65%
SCCM
1013
Schafer Cullen Capital Management
New York
$3.96M +$4.27M +15,829 New
VSI
1014
Verde Servicos Internacionais
Brazil
$3.95M +$4.27M +15,819 New
CIA
1015
CCM Investment Advisers
South Carolina
$3.95M +$4.07M +15,110 +2,140%
KCM
1016
Kanawha Capital Management
Virginia
$3.93M +$433K +1,607 +11%
JWBC
1017
J.W. Burns & Co
New York
$3.92M -$73.3K -272 -2%
FANJ
1018
Financial Architects (New Jersey)
New Jersey
$3.92M -$44.8K -166 -1%
KJHP
1019
K.J. Harrison & Partners
Ontario, Canada
$3.87M +$189K +700 +5%
BIC
1020
Beach Investment Counsel
Pennsylvania
$3.86M – – –
TL
1021
TrueWealth LLC
Georgia
$3.86M – – –
BAM
1022
Barrett Asset Management
New York
$3.85M +$5.39K +20 +0.1%
BW
1023
Bison Wealth
Georgia
$3.84M +$30.2K +112 +0.7%
CFIA
1024
Cantor Fitzgerald Investment Advisors
New York
$3.83M +$755K +2,801 +22%
CIA
1025
Capital Investment Advisors
Georgia
$3.82M -$135K -502 -3%
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