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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1201
Parsec Financial Management
North Carolina
$2.48M -$21.3K -72 -0.9%
GVAG
1202
Great Valley Advisor Group
Delaware
$2.47M +$50.5K +171 +2%
CS
1203
Cannell & Spears
New York
$2.46M -$724K -2,450 -23%
BPWA
1204
Beacon Pointe Wealth Advisors
California
$2.46M -$241K -815 -9%
HCMT
1205
Highland Capital Management (Tennessee)
Tennessee
$2.45M +$835K +2,825 +52%
MMHP
1206
Murphy Middleton Hinkle & Parker
Georgia
$2.44M -$21K -71 -0.9%
CHC
1207
City Holding Co
West Virginia
$2.44M +$206K +696 +9%
MIAS
1208
Mason Investment Advisory Services
Virginia
$2.44M +$5.61K +19 +0.2%
MC
1209
Mathes Company
New York
$2.44M – – –
CFGS
1210
Concourse Financial Group Securities
Alabama
$2.43M -$4.19M -14,184 -64%
AIA
1211
Alera Investment Advisors
Illinois
$2.42M +$2.36K +8 +0.1%
CW
1212
CreativeOne Wealth
Kansas
$2.42M +$18.3K +62 +0.8%
BMO
1213
Beck Mack & Oliver
New York
$2.41M +$73.9K +250 +3%
RWM
1214
Raffa Wealth Management
District of Columbia
$2.39M +$2.38M +8,061 New
HKAM
1215
Horizon Kinetics Asset Management
New York
$2.39M -$930K -3,146 -28%
GIA
1216
Guyasuta Investment Advisors
Pennsylvania
$2.37M – – –
AW
1217
ACG Wealth
Georgia
$2.36M -$463K -1,567 -16%
CWM
1218
CIBC World Markets
New York
$2.36M -$145M -492,050 -98%
MIC
1219
Meridian Investment Counsel
California
$2.36M +$22.2K +75 +1%
S
1220
Surevest
California
$2.33M +$48.5K +164 +2%
FPGK
1221
Financial Partners Group (Kansas)
Kansas
$2.33M -$42.5K -144 -2%
BAAM
1222
Baker Avenue Asset Management
California
$2.32M +$53.5K +181 +2%
PWSG
1223
Pacific Wealth Strategies Group
California
$2.31M -$176K -594 -7%
UIA
1224
UBP Investment Advisors
Switzerland
$2.31M +$148K +500 +7%
BPM
1225
Bowling Portfolio Management
Ohio
$2.31M -$355K -1,201 -13%
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