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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1101
Telos Capital Management
California
$816K +$18.7K +90 +2%
AFWA
1102
Ancora Family Wealth Advisors
Ohio
$815K -$10.4K -50 -1%
PAMG
1103
Patton Albertson Miller Group
Tennessee
$814K -$1.24M -5,985 -61%
SFPM
1104
Sensible Financial Planning & Management
Massachusetts
$811K +$78.2K +377 +11%
PCM
1105
Palouse Capital Management
Washington
$810K +$42.1K +203 +6%
TI
1106
Truepoint Inc
Ohio
$808K -$3.53K -17 -0.4%
OA
1107
Outfitter Advisors
Virginia
$804K -$31.1K -150 -4%
CGL
1108
Clarius Group LLC
Washington
$803K -$197K -948 -20%
ZB
1109
Zions Bancorporation
Utah
$801K +$494K +2,380 +171%
BFC
1110
Blue Fin Capital
Rhode Island
$799K +$11K +53 +1%
FMWA
1111
Forvis Mazars Wealth Advisors
Missouri
$799K +$103K +496 +15%
SFS
1112
Summit Financial Strategies
Ohio
$790K +$13.1K +63 +2%
AF
1113
Allworth Financial
California
$769K +$60.4K +291 +9%
NFG
1114
Nations Financial Group
Iowa
$767K +$117K +562 +18%
JDR
1115
Jay D. Rosenbaum
$766K -$246K -1,188 -25%
WCM
1116
Wealthcare Capital Management
Virginia
$765K +$84.7K +408 +13%
OCM
1117
One Capital Management
California
$756K -$31.1K -150 -4%
PMG
1118
ProVise Management Group
Florida
$749K -$128K -618 -15%
ECM
1119
EagleClaw Capital Management
Massachusetts
$749K – – –
RIG
1120
Roosevelt Investment Group
New York
$747K -$61K -294 -8%
O
1121
OppenheimerFunds
New York
$747K +$310K +1,496 +72%
WAM
1122
Weatherly Asset Management
California
$745K +$73.9K +356 +11%
MCM
1123
McMillion Capital Management
North Carolina
$743K -$95K -458 -11%
JPMIA
1124
J.P. Marvel Investment Advisors
Massachusetts
$739K – – –
SCA
1125
Stillwater Capital Advisors
Pennsylvania
$738K -$617K -2,975 -46%
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