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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
APSP
1201
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.31M +$40.3K +140 +2%
AWA
1202
AmeriServ Wealth Advisors
Pennsylvania
$2.31M +$379K +1,317 +20%
FCIM
1203
Fairview Capital Investment Management
California
$2.31M -$475K -1,650 -17%
BMO
1204
Beck Mack & Oliver
New York
$2.31M – – –
MIC
1205
Meridian Investment Counsel
California
$2.31M – – –
NL
1206
NWAM LLC
Washington
$2.3M +$108K +374 +5%
BFC
1207
Blue Fin Capital
Rhode Island
$2.29M +$3.74K +13 +0.2%
DI
1208
DFPG Investments
Utah
$2.29M +$49.5K +172 +2%
BWA
1209
BlueSky Wealth Advisors
North Carolina
$2.28M -$149K -518 -6%
SMDAM
1210
Sumitomo Mitsui DS Asset Management
Japan
$2.28M +$2.24M +7,790 New
PM
1211
Penbrook Management
New York
$2.28M -$23K -80 -1%
CMI
1212
Clare Market Investments
Texas
$2.27M +$822K +2,855 +58%
SCM
1213
Schnieders Capital Management
California
$2.27M +$576 +2 +0%
AWM
1214
Affinity Wealth Management
Delaware
$2.26M -$170K -592 -7%
BFG
1215
Barber Financial Group
Kansas
$2.26M +$1.38M +4,793 +164%
FIM
1216
Frontier Investment Management
Texas
$2.26M +$447K +1,554 +25%
SCM
1217
Silvant Capital Management
Georgia
$2.26M – – –
S
1218
Surevest
California
$2.25M +$1.5M +5,220 +211%
BAAM
1219
Baker Avenue Asset Management
California
$2.23M +$1.49M +5,171 +211%
SCM
1220
SOL Capital Management
Maryland
$2.23M +$15.8K +55 +0.7%
VA
1221
Valmark Advisers
Ohio
$2.23M +$114K +396 +5%
PWM
1222
Paulson Wealth Management
Illinois
$2.23M -$395K -1,372 -16%
TCB
1223
Texas Capital Bancshares
Texas
$2.21M – – –
GPA
1224
Guidance Point Advisors
Massachusetts
$2.21M +$5.18K +18 +0.2%
CHC
1225
City Holding Co
West Virginia
$2.21M +$121K +420 +6%
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