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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
1076
Concourse Financial Group Securities
Alabama
$2.38M +$2.32M +8,163 New
DWM
1077
Destination Wealth Management
California
$2.38M +$229K +804 +11%
WWM
1078
Windsor Wealth Management
Indiana
$2.38M +$212K +744 +10%
MWM
1079
Marietta Wealth Management
Georgia
$2.37M +$7.97K +28 +0.3%
PM
1080
Penbrook Management
New York
$2.36M +$28.5K +100 +1%
GC
1081
Garde Capital
Washington
$2.36M -$19.1K -67 -0.8%
RC
1082
Roundview Capital
New Jersey
$2.34M +$1.35M +4,740 +143%
TWA
1083
TCI Wealth Advisors
Arizona
$2.34M -$27.1K -95 -1%
RWM
1084
Raffa Wealth Management
District of Columbia
$2.34M -$23.1K -81 -1%
CIC
1085
Chilton Investment Company
Connecticut
$2.34M – – –
DBT
1086
Dubuque Bank & Trust
Iowa
$2.34M +$48.4K +170 +2%
VHAM
1087
Van Hulzen Asset Management
California
$2.33M -$68.3K -240 -3%
EIA
1088
Eldridge Investment Advisors
New Hampshire
$2.33M +$126K +441 +6%
MWA
1089
Martel Wealth Advisors
Washington
$2.33M +$2.28M +8,005 New
FWCM
1090
Ferguson Wellman Capital Management
Oregon
$2.32M -$130K -457 -5%
GIA
1091
Guyasuta Investment Advisors
Pennsylvania
$2.32M – – –
TWM
1092
Torch Wealth Management
Ohio
$2.32M -$29.9K -105 -1%
MIC
1093
Meridian Investment Counsel
California
$2.31M +$8.83K +31 +0.4%
CHC
1094
City Holding Co
West Virginia
$2.3M -$431K -1,514 -16%
SCM
1095
SOL Capital Management
Maryland
$2.3M +$10.5K +37 +0.5%
FMC
1096
First Merchants Corp
Indiana
$2.29M -$252K -886 -10%
CCMG
1097
Clark Capital Management Group
Pennsylvania
$2.29M -$74.3K -261 -3%
ECAM
1098
East Coast Asset Management
Massachusetts
$2.28M – – –
WCM
1099
Wunderlich Capital Managemnt
Tennessee
$2.27M +$8.26K +29 +0.4%
BCMIO
1100
Beacon Capital Management Inc (Ohio)
Ohio
$2.25M +$1.82M +6,406 +480%
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