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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
1201
Raab & Moskowitz Asset Management
New Jersey
$2.44M +$1.36M +5,049 +107%
GVAG
1202
Great Valley Advisor Group
Delaware
$2.43M +$4.4M +16,324 New
PAI
1203
Pittenger & Anderson Inc
Nebraska
$2.42M +$72.5K +269 +3%
FAN
1204
Financial Advisors Network
California
$2.42M +$2.62M +9,705 New
RMC
1205
Regis Management Company
California
$2.41M – – –
AS
1206
Altshuler Shaham
Israel
$2.4M -$303K -1,123 -10%
CCG
1207
Cypress Capital Group
Florida
$2.4M -$58.2K -216 -2%
IC
1208
Iconiq Capital
California
$2.39M -$80.4K -298 -3%
IP
1209
Isthmus Partners
Wisconsin
$2.39M +$2.51M +9,310 +3,665%
MWM
1210
Modera Wealth Management
New Jersey
$2.38M +$51.5K +191 +2%
SFWA
1211
Summit Financial Wealth Advisors
Louisiana
$2.36M +$1.71M +6,344 +205%
H
1212
HoyleCohen
California
$2.35M +$165K +611 +7%
SHWM
1213
Smith & Howard Wealth Management
Georgia
$2.35M +$1.37M +5,077 +117%
HR
1214
Hayden Royal
North Carolina
$2.35M +$2.53M +9,391 New
BCA
1215
Berman Capital Advisors
Georgia
$2.34M -$3.04M -11,278 -55%
SCM
1216
Symons Capital Management
Pennsylvania
$2.33M +$50.7K +188 +2%
HA
1217
Harfst & Associates
Wyoming
$2.32M – – –
RT
1218
Rockland Trust
Massachusetts
$2.32M -$39.4K -146 -2%
AAIM
1219
Asset Advisors Investment Management
Georgia
$2.32M -$27K -100 -1%
PCM
1220
Palisade Capital Management
New Jersey
$2.31M +$2.22M +8,250 +825%
RMC
1221
Resources Management Corp
Connecticut
$2.31M -$115K -425 -4%
BCM
1222
BTC Capital Management
Iowa
$2.31M – – –
AC
1223
Albar Capital
United Kingdom
$2.3M +$2.48M +9,206 New
CFS
1224
CRA Financial Services
New Jersey
$2.3M +$2.48M +9,191 New
BMO
1225
Beck Mack & Oliver
New York
$2.29M – – –
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