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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1251
Cobiz Wealth
Colorado
$289K – – –
TFA
1252
Toth Financial Advisory
Virginia
$288K +$304K +1,501 New
TCM
1253
Traynor Capital Management
Pennsylvania
$287K +$101K +498 +50%
MCWS
1254
McKinley Carter Wealth Services
West Virginia
$286K -$527K -2,600 -64%
NG
1255
Northstar Group
New York
$286K +$11.2K +55 +4%
DAM
1256
Deltec Asset Management
New York
$285K -$122K -600 -29%
AHS
1257
Aspiriant Holdings S3
California
$285K -$2.03K -10 -0.7%
GWS
1258
Glassman Wealth Services
Virginia
$284K – – –
PRHC
1259
P.R. Herzig & Co
New York
$283K +$5.07K +25 +2%
GC
1260
Garde Capital
Washington
$283K +$38.3K +189 +15%
WA
1261
WealthTrust Axiom
Pennsylvania
$282K +$36.5K +180 +14%
KCM
1262
Karp Capital Management
California
$279K -$50.7K -250 -15%
SPC
1263
Stewart & Patten Company
California
$278K – – –
ACM
1264
Academy Capital Management
Texas
$277K – – –
WIA
1265
Westbourne Investment Advisors
Maryland
$277K +$293K +1,445 New
SAM
1266
SignalPoint Asset Management
Missouri
$276K +$2.03K +10 +0.7%
SAM
1267
Sawgrass Asset Management
Florida
$275K – – –
LA
1268
Lynch & Associates
Indiana
$270K – – –
NI
1269
Numeric Investors
Massachusetts
$268K -$406K -2,000 -59%
CNFG
1270
Creegan & Nassoura Financial Group
New Hampshire
$268K – – –
IAMOG
1271
Investors Asset Management of Georgia
Georgia
$267K -$3.04K -15 -1%
SIG
1272
Stanford Investment Group
California
$267K +$13.2K +65 +5%
BAM
1273
Bruderman Asset Management
New York
$266K +$121K +595 +75%
AHC
1274
Adell Harriman & Carpenter
Texas
$266K +$282K +1,388 New
CASB
1275
Cape Ann Savings Bank
Massachusetts
$259K -$2.84K -14 -1%
49 50
51
52 53