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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1101
SignalPoint Asset Management
Missouri
$257K -$110K -597 -30%
MHS
1102
M Holdings Securities
Oregon
$255K -$358K -1,948 -59%
HTHT
1103
Hemenway Trust Hemenway Trust
New Hampshire
$255K -$9.18K -50 -4%
NCM
1104
Noesis Capital Mangement
Florida
$252K -$10.1K -55 -4%
MCM
1105
McRae Capital Management
New Jersey
$251K – – –
LIA
1106
LBMC Investment Advisors
Tennessee
$246K +$241K +1,313 New
BWM
1107
Baystate Wealth Management
Massachusetts
$244K +$239K +1,304 New
BWG
1108
Beta Wealth Group
California
$243K -$4.41K -24 -2%
AIA
1109
Arbor Investment Advisors
North Carolina
$238K +$1.1K +6 +0.5%
AAM
1110
Autus Asset Management
Arizona
$234K – – –
SNBOSCI
1111
Security National Bank of Sioux City Iowa
Iowa
$231K -$551K -3,000 -71%
TC
1112
Taylor Cottrill
New Hampshire
$230K – – –
TCM
1113
Tradewinds Capital Management
Washington
$230K +$47.9K +261 +27%
AHB
1114
Abner Herrman & Brock
New Jersey
$229K -$36.7K -200 -14%
ISB
1115
Iowa State Bank
Iowa
$229K +$225K +1,225 New
RH
1116
Rayner & Haynor
California
$228K -$9.18K -50 -4%
FM
1117
Family Management
New York
$228K +$4.59K +25 +2%
MCWS
1118
McKinley Carter Wealth Services
West Virginia
$227K +$11.7K +64 +6%
CAMI
1119
Concord Asset Management (Illinois)
Illinois
$226K -$55.1K -300 -20%
CCM
1120
CrestPoint Capital Management
Missouri
$224K – – –
PMG
1121
ProVise Management Group
Florida
$221K +$551 +3 +0.3%
EAMA
1122
EFG Asset Management (Americas)
Florida
$220K -$439K -2,393 -67%
HCM
1123
Hengehold Capital Management
Ohio
$217K – – –
TAM
1124
Tealwood Asset Management
Minnesota
$215K +$211K +1,150 New
CPA
1125
Court Place Advisors
Maryland
$214K -$3.12K -17 -1%
43 44
45
46 47