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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
UR
1001
USCA RIA
Texas
$4.15M -$5.38M -18,203 -57%
FUBT
1002
First United Bank & Trust
Maryland
$4.15M -$262K -887 -6%
MCM
1003
McMillion Capital Management
North Carolina
$4.14M -$94K -318 -2%
FHC
1004
First Heartland Consultants
Missouri
$4.1M -$529K -1,792 -11%
HT
1005
Heritage Trust
Oklahoma
$4.07M -$120K -406 -3%
PIMG
1006
Patriot Investment Management Group
Tennessee
$4.04M +$222K +753 +6%
DBT
1007
Dubuque Bank & Trust
Iowa
$4.03M +$874K +2,957 +28%
DAS
1008
Dynamic Advisor Solutions
Arizona
$4.03M -$358K -1,211 -8%
NFG
1009
Nations Financial Group
Iowa
$4.02M +$97.8K +331 +3%
PSP
1010
Principal Street Partners
Tennessee
$4.02M +$553K +1,870 +16%
MC
1011
Martin & Co
Tennessee
$4.01M – – –
SI
1012
Scharf Investments
California
$3.98M -$6.78M -22,940 -63%
NC
1013
NBW Capital
Massachusetts
$3.95M +$791K +2,678 +25%
AWP
1014
Ascent Wealth Partners
New York
$3.94M -$152K -515 -4%
CAM
1015
Crestone Asset Management
Colorado
$3.94M -$282K -953 -7%
GT
1016
Greenleaf Trust
Michigan
$3.94M -$89.2K -302 -2%
CG
1017
Corundum Group
Colorado
$3.94M +$43.1K +146 +1%
CPO
1018
Cerity Partners OCIO
New York
$3.92M -$81.8K -277 -2%
VCP
1019
Vista Capital Partners
Oregon
$3.91M -$5.61K -19 -0.1%
TI
1020
Truehand Inc
New Hampshire
$3.9M – – –
PFG
1021
Pacific Financial Group
Washington
$3.9M +$91.6K +310 +2%
ST
1022
Smithfield Trust
Pennsylvania
$3.9M -$68.5K -232 -2%
SLWS
1023
Swaine & Leidel Wealth Services
Florida
$3.86M -$82.7K -280 -2%
CA
1024
Clearstead Advisors
Ohio
$3.86M -$1.59M -5,397 -29%
DDPIC
1025
Deroy & Devereaux Private Investment Counsel
Michigan
$3.83M -$538K -1,821 -12%
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