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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1201
Fortis Advisors
Pennsylvania
$969K +$18.6K +80 +2%
BCA
1202
Bray Capital Advisors
Florida
$960K -$104K -447 -10%
NDSI
1203
Newman Dignan & Sheerar Inc
Rhode Island
$958K -$24.4K -105 -3%
CCM
1204
Carlson Capital Management
Minnesota
$957K +$18.6K +80 +2%
AIM
1205
Advantage Investment Management
Iowa
$955K -$1.02M -4,382 -52%
PCM
1206
Palouse Capital Management
Washington
$955K -$279K -1,202 -23%
PFO
1207
Pathstone Family Office
New Jersey
$948K +$4.88K +21 +0.5%
FHAM
1208
Folger Hill Asset Management
New York
$942K -$2.4M -10,315 -72%
FPFS
1209
First Personal Financial Services
North Carolina
$941K – – –
LIM
1210
Loudon Investment Management
New Hampshire
$941K – – –
OCM
1211
One Capital Management
California
$936K +$60K +258 +7%
LAM
1212
Lebenthal Asset Management
New York
$933K -$23.2K -100 -2%
CGL
1213
Clarius Group LLC
Washington
$930K -$929 -4 -0.1%
FWCM
1214
Ferguson Wellman Capital Management
Oregon
$929K +$46.7K +201 +5%
HWA
1215
HCR Wealth Advisors
California
$929K +$276K +1,189 +43%
AUB
1216
Atlantic Union Bankshares
Virginia
$926K -$11.6K -50 -1%
RIG
1217
Roosevelt Investment Group
New York
$924K -$855K -3,680 -48%
ECM
1218
EagleClaw Capital Management
Massachusetts
$918K +$73.2K +315 +9%
P
1219
Pitcairn
Pennsylvania
$917K -$16.3K -70 -2%
SFG
1220
StrategIQ Financial Group
Indiana
$914K +$60.9K +262 +7%
SFPM
1221
Sensible Financial Planning & Management
Massachusetts
$909K -$1.39K -6 -0.2%
FPCG
1222
Fort Pitt Capital Group
Pennsylvania
$905K -$66K -284 -7%
SHWM
1223
Smith & Howard Wealth Management
Georgia
$905K – – –
WP
1224
WealthSource Partners
California
$897K -$128K -553 -13%
ISL
1225
Ingalls & Snyder LLC
New York
$895K +$313K +1,347 +55%
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