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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ISL
1201
Ingalls & Snyder LLC
New York
$984K -$1.23K -5 -0.1%
CA
1202
Cambridge Advisors
Nebraska
$979K -$346K -1,405 -27%
PCM
1203
Palouse Capital Management
Washington
$978K +$12.1K +49 +1%
LGWM
1204
Litman Gregory Wealth Management
California
$976K +$56K +227 +6%
SAM
1205
Selway Asset Management
$972K – – –
PHS
1206
Pekin Hardy Strauss
Illinois
$968K +$227K +921 +31%
CCM
1207
Catawba Capital Management
Virginia
$965K -$1.1M -4,470 -54%
SHWM
1208
Smith & Howard Wealth Management
Georgia
$964K – – –
BC
1209
Burney Company
Virginia
$962K +$103K +417 +12%
CGL
1210
Clarius Group LLC
Washington
$958K -$16.5K -67 -2%
SFS
1211
Summit Financial Strategies
Ohio
$952K +$43.1K +175 +5%
PAS
1212
Professional Advisory Services
Florida
$943K +$25.6K +104 +3%
DAM
1213
Deltec Asset Management
New York
$941K -$128K -518 -12%
FWM
1214
Frontier Wealth Management
Missouri
$933K +$915K +3,713 New
WAM
1215
Weatherly Asset Management
California
$931K -$11.8K -48 -1%
PI
1216
Parkside Investments
Illinois
$913K -$195K -790 -18%
HWA
1217
HCR Wealth Advisors
California
$912K -$19K -77 -2%
JPMIA
1218
J.P. Marvel Investment Advisors
Massachusetts
$889K – – –
MCWS
1219
McKinley Carter Wealth Services
West Virginia
$888K +$34.3K +139 +4%
SFPM
1220
Sensible Financial Planning & Management
Massachusetts
$884K -$82.8K -336 -9%
CWA
1221
Cypress Wealth Advisors
California
$883K -$1.16M -4,687 -57%
CANC
1222
Culbertson A N & Co
Virginia
$883K – – –
TCB
1223
Texas Capital Bancshares
Texas
$883K – – –
PO
1224
Private Ocean
California
$879K +$9.62K +39 +1%
CCA
1225
Checchi Capital Advisers
California
$877K -$2.37M -9,629 -73%
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