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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1051
Investment Partners
Ohio
$794K +$609 +3 +0.1%
FCIM
1052
Fairview Capital Investment Management
California
$793K -$223K -1,100 -21%
AF
1053
Allworth Financial
California
$793K +$37.9K +187 +5%
AA
1054
Apriem Advisors
California
$792K +$56K +276 +7%
AP
1055
Advisor Partners
California
$787K -$397K -1,957 -32%
WPP
1056
Whalerock Point Partners
Rhode Island
$780K +$441K +2,175 +115%
GC
1057
Grimes & Company
Massachusetts
$777K -$26.6K -131 -3%
MHS
1058
M Holdings Securities
Oregon
$776K +$559K +2,758 +213%
ACM
1059
Azimuth Capital Management
Michigan
$775K -$664K -3,275 -45%
WPC
1060
Waters Parkerson & Co
Louisiana
$775K -$72.2K -356 -8%
FWCM
1061
Ferguson Wellman Capital Management
Oregon
$763K -$167K -824 -17%
TCM
1062
Telos Capital Management
California
$760K -$143K -704 -15%
BRWM
1063
B. Riley Wealth Management
Tennessee
$758K -$106K -524 -12%
TWM
1064
Torch Wealth Management
Ohio
$751K +$28.4K +140 +4%
SSWM
1065
Smith Salley Wealth Management
North Carolina
$744K – – –
GFG
1066
Gray Financial Group
Georgia
$741K -$406 -2 -0.1%
BCFS
1067
Butensky & Cohen Financial Security
Florida
$739K +$29.4K +145 +4%
MC
1068
MSF Capital
New York
$722K – – –
MCM
1069
McMillion Capital Management
North Carolina
$718K -$12.2K -60 -2%
PFBT
1070
Parkside Financial Bank & Trust
Missouri
$717K +$103K +507 +16%
BHIA
1071
Birch Hill Investment Advisors
Massachusetts
$716K -$29.4K -145 -4%
HA
1072
Halsey Associates
Connecticut
$713K -$101K -500 -12%
SFS
1073
Summit Financial Strategies
Ohio
$709K +$12.8K +63 +2%
AFWA
1074
Ancora Family Wealth Advisors
Ohio
$707K +$748K +3,687 New
MYAM
1075
Meiji Yasuda Asset Management
Japan
$704K -$70.2K -346 -9%
41 42
43
44 45