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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1151
Northside Capital Management
Oregon
$646K +$632K +3,145 New
MMM
1152
Mendel Money Management
Illinois
$645K +$20.1K +100 +3%
PM
1153
Penbrook Management
New York
$641K – – –
RHBC
1154
R.H. Bluestein & Co
Michigan
$637K -$14.4M -71,752 -96%
TI
1155
Truepoint Inc
Ohio
$634K +$77.6K +386 +14%
FAM
1156
Formidable Asset Management
Ohio
$632K -$15.1K -75 -2%
UBWV
1157
United Bank (West Virginia)
West Virginia
$625K +$354K +1,763 +138%
HH
1158
Hilltop Holdings
Texas
$623K -$115K -571 -16%
CM
1159
Castleark Management
Illinois
$617K -$2.05M -10,200 -77%
LIC
1160
Lodestar Investment Counsel
Illinois
$617K -$101K -500 -14%
MCWS
1161
McKinley Carter Wealth Services
West Virginia
$616K +$368K +1,829 +157%
NFG
1162
NewFocus Financial Group
Washington
$609K +$29.1K +145 +5%
TPP
1163
Triangle Peak Partners
California
$601K -$906K -4,507 -61%
PSUF
1164
People's United Financial
Connecticut
$600K +$321K +1,598 +121%
PFM
1165
Parsec Financial Management
North Carolina
$596K +$42.4K +211 +8%
CPA
1166
Capital Planning Advisors
California
$589K +$576K +2,865 New
DP
1167
Dearborn Partners
Illinois
$588K +$804 +4 +0.1%
CAS
1168
Cue Advisory Services
Arizona
$588K +$575K +2,859 New
OWP
1169
Obermeyer Wealth Partners
Colorado
$587K +$72.6K +361 +14%
OFS
1170
Orrstown Financial Services
Pennsylvania
$585K -$80.4K -400 -12%
LYV
1171
Live Your Vision
Pennsylvania
$585K – – –
NFC
1172
Northeast Financial Consultants
Connecticut
$585K – – –
LOCC
1173
Lombard Odier & Cie (Canada)
Quebec, Canada
$582K -$1.61M -8,000 -74%
TWM
1174
Torch Wealth Management
Ohio
$581K -$15.1K -75 -3%
HWA
1175
Heritage Wealth Advisors
Virginia
$574K +$562K +2,795 New
45 46
47
48 49