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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
1026
Kistler-Tiffany Companies
Pennsylvania
$599K +$215K +1,090 +56%
MMM
1027
Mendel Money Management
Illinois
$598K +$600K +3,036 New
HM
1028
Harvest Management
New York
$591K +$593K +3,000 New
ICM
1029
ICC Capital Management
Florida
$590K +$535K +2,707 +943%
RMCM
1030
Reynders McVeigh Capital Management
Massachusetts
$580K -$17.8K -90 -3%
FMWA
1031
Forvis Mazars Wealth Advisors
Missouri
$578K +$269K +1,359 +86%
FMI
1032
Fiduciary Management Inc
Wisconsin
$576K +$578K +2,925 New
TWM
1033
Torch Wealth Management
Ohio
$572K -$52.4K -265 -8%
SCA
1034
STALEY CAPITAL ADVISERS
Pennsylvania
$571K +$297K +1,500 +107%
OA
1035
OFI Advisors
Pennsylvania
$565K -$3.36K -17 -0.6%
MPWT
1036
MassMutual Private Wealth & Trust
Connecticut
$565K +$434K +2,195 +327%
DP
1037
Dearborn Partners
Illinois
$563K +$988 +5 +0.2%
NFC
1038
Northeast Financial Consultants
Connecticut
$561K +$118K +598 +27%
NFG
1039
NewFocus Financial Group
Washington
$555K -$59.5K -301 -10%
ACM
1040
Alpha Capital Management
Texas
$549K – – –
CPO
1041
Cerity Partners OCIO
New York
$548K -$24.1K -122 -4%
LYV
1042
Live Your Vision
Pennsylvania
$543K -$38.3K -194 -6%
SFA
1043
Sequoia Financial Advisors
Ohio
$540K – – –
TI
1044
Truepoint Inc
Ohio
$531K +$533K +2,697 New
PFM
1045
Parsec Financial Management
North Carolina
$530K +$66.2K +335 +14%
RW
1046
Rand Wealth
Maryland
$523K -$13.8K -70 -3%
BPCA
1047
Bank Pictet & Cie (Asia)
Singapore
$520K -$795K -4,022 -60%
BHIA
1048
Birch Hill Investment Advisors
Massachusetts
$508K +$45.5K +230 +10%
EWM
1049
Endurance Wealth Management
Rhode Island
$502K -$1.46M -7,369 -74%
CYG
1050
Clean Yield Group
Vermont
$501K – – –
40 41
42
43 44