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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HM
1026
Harvest Management
New York
$591K +$593K +3,000 New
ICM
1027
ICC Capital Management
Florida
$590K +$535K +2,707 +943%
RMCM
1028
Reynders McVeigh Capital Management
Massachusetts
$580K -$17.8K -90 -3%
FMWA
1029
Forvis Mazars Wealth Advisors
Missouri
$578K +$269K +1,359 +86%
FMI
1030
Fiduciary Management Inc
Wisconsin
$576K +$578K +2,925 New
TWM
1031
Torch Wealth Management
Ohio
$572K -$52.4K -265 -8%
SCA
1032
STALEY CAPITAL ADVISERS
Pennsylvania
$571K +$297K +1,500 +107%
OA
1033
OFI Advisors
Pennsylvania
$565K -$3.36K -17 -0.6%
MPWT
1034
MassMutual Private Wealth & Trust
Connecticut
$565K +$434K +2,195 +327%
DP
1035
Dearborn Partners
Illinois
$563K +$988 +5 +0.2%
NFC
1036
Northeast Financial Consultants
Connecticut
$561K +$118K +598 +27%
NFG
1037
NewFocus Financial Group
Washington
$555K -$59.5K -301 -10%
ACM
1038
Alpha Capital Management
Texas
$549K – – –
CPO
1039
Cerity Partners OCIO
New York
$548K -$24.1K -122 -4%
LYV
1040
Live Your Vision
Pennsylvania
$543K -$38.3K -194 -6%
SFA
1041
Sequoia Financial Advisors
Ohio
$540K – – –
TI
1042
Truepoint Inc
Ohio
$531K +$533K +2,697 New
PFM
1043
Parsec Financial Management
North Carolina
$530K +$66.2K +335 +14%
RW
1044
Rand Wealth
Maryland
$523K -$13.8K -70 -3%
BPCA
1045
Bank Pictet & Cie (Asia)
Singapore
$520K -$795K -4,022 -60%
BHIA
1046
Birch Hill Investment Advisors
Massachusetts
$508K +$45.5K +230 +10%
EWM
1047
Endurance Wealth Management
Rhode Island
$502K -$1.46M -7,369 -74%
CYG
1048
Clean Yield Group
Vermont
$501K – – –
WB
1049
WesBanco Bank
West Virginia
$498K +$197K +996 +65%
SGAM
1050
Steinberg Global Asset Management
Florida
$496K -$17.6K -89 -3%
40 41
42
43 44