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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1176
GeoWealth Management
Illinois
$2.63M +$1.01M +3,414 +63%
WAM
1177
Weiss Asset Management
Massachusetts
$2.62M +$1.47M +4,964 +128%
RMC
1178
Regis Management Company
California
$2.62M -$148K -500 -5%
GC
1179
Garde Capital
Washington
$2.62M +$295 +1 +0%
ODCM
1180
Old Dominion Capital Management
Virginia
$2.62M +$119K +402 +5%
MC
1181
Middleton & Co
Massachusetts
$2.61M -$631K -2,135 -20%
BDF
1182
Balasa Dinverno & Foltz
$2.6M +$88.6K +300 +4%
LWMT
1183
Legacy Wealth Management (Tennessee)
Tennessee
$2.59M – – –
UBV
1184
United Bank (Virginia)
Virginia
$2.59M -$49.3K -167 -2%
BFG
1185
Barber Financial Group
Kansas
$2.59M +$298K +1,007 +13%
PI
1186
PFS Investments
Georgia
$2.58M +$178K +602 +7%
CCB
1187
Cutter & Co Brokerage
Missouri
$2.57M -$65.6K -222 -3%
NL
1188
NWAM LLC
Washington
$2.56M +$230K +777 +10%
FLI
1189
Family Legacy Inc
South Carolina
$2.56M +$54.7K +185 +2%
DMC
1190
Drexel Morgan & Co
Pennsylvania
$2.55M +$65.6K +222 +3%
FCIM
1191
Fairview Capital Investment Management
California
$2.55M +$207K +700 +9%
AI
1192
Accredited Investors
Minnesota
$2.54M +$597K +2,022 +31%
CCM
1193
Cribstone Capital Management
Maine
$2.54M -$160K -542 -6%
MWM
1194
Modera Wealth Management
New Jersey
$2.53M -$131K -443 -5%
MWM
1195
Marietta Wealth Management
Georgia
$2.52M -$15.4K -52 -0.6%
RMAM
1196
Raab & Moskowitz Asset Management
New Jersey
$2.51M -$95.7K -324 -4%
RC
1197
Roundview Capital
New Jersey
$2.51M – – –
RMCM
1198
Reynders McVeigh Capital Management
Massachusetts
$2.51M +$458K +1,550 +22%
FHA
1199
Flagship Harbor Advisors
Massachusetts
$2.5M +$609K +2,060 +32%
SFG
1200
Summit Financial Group
West Virginia
$2.48M -$91.6K -310 -4%
46 47
48
49 50