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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
1226
Pacific Financial Group
Washington
$2.94M – – –
HHMI
1227
Howard Hughes Medical Institute
Maryland
$2.93M -$191M -654,000 -99%
PR
1228
Payden & Rygel
California
$2.93M -$1.81M -6,200 -39%
AWP
1229
Ascent Wealth Partners
New York
$2.92M -$306K -1,045 -10%
MSAM
1230
Moloney Securities Asset Management
Missouri
$2.92M -$45.4K -155 -2%
GVAG
1231
Great Valley Advisor Group
Delaware
$2.91M +$1.43M +4,885 +107%
SC
1232
Steph & Co
Wisconsin
$2.91M -$38.3K -131 -1%
BHTS
1233
Bar Harbor Trust Services
Maine
$2.91M -$30.4K -104 -1%
RT
1234
Rockland Trust
Massachusetts
$2.89M +$26.3K +90 +1%
GC
1235
Garde Capital
Washington
$2.88M -$1.1M -3,750 -20%
TA
1236
TCG Advisors
Texas
$2.84M +$321K +1,097 +14%
RMC
1237
Regis Management Company
California
$2.84M -$424K -1,450 -14%
AF
1238
AtlasMark Financial
Texas
$2.84M – – –
SEIA
1239
Signature Estate & Investment Advisors
California
$2.83M +$1.19M +4,072 +80%
WAAG
1240
Wealth Alliance Advisory Group
Kansas
$2.82M -$232K -791 -8%
PAM
1241
Pegasus Asset Management
New York
$2.82M – – –
CWM
1242
Chesapeake Wealth Management
Virginia
$2.82M +$24.9K +85 +0.9%
AF
1243
Aldebaran Financial
$2.82M +$25.8K +88 +1%
RC
1244
Roundview Capital
New Jersey
$2.81M +$265K +904 +11%
6M
1245
6 Meridian
Kansas
$2.81M -$2.12M -7,258 -44%
RMC
1246
Resources Management Corp
Connecticut
$2.81M -$25.5K -87 -0.9%
IFG
1247
Investors Financial Group
Minnesota
$2.78M +$520K +1,777 +25%
GPA
1248
Guidance Point Advisors
Massachusetts
$2.77M +$427K +1,459 +19%
RWM
1249
RKL Wealth Management
Pennsylvania
$2.77M – – –
SFG
1250
Summit Financial Group
West Virginia
$2.76M +$169K +578 +7%
48 49
50
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