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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1276
Baystate Wealth Management
Massachusetts
$1.93M +$6.91K +24 +0.4%
GC
1277
Grace Capital
Massachusetts
$1.92M -$43.5K -151 -2%
AI
1278
Accredited Investors
Minnesota
$1.92M +$288 +1 +0%
PSG
1279
Planning Solutions Group
Maryland
$1.92M -$5.18K -18 -0.3%
CA
1280
Cornerstone Advisory
Maryland
$1.91M +$223K +774 +13%
BEAM
1281
Baker Ellis Asset Management
Washington
$1.9M +$13.8K +48 +0.7%
H
1282
Hexavest
Quebec, Canada
$1.9M -$10.5M -36,372 -85%
CM
1283
Capula Management
Cayman Islands
$1.89M – – –
CC
1284
Callan Capital
California
$1.89M +$614K +2,131 +49%
LWCFA
1285
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.89M -$9.21K -32 -0.5%
FHA
1286
Flagship Harbor Advisors
Massachusetts
$1.87M -$277K -961 -13%
WP
1287
WealthPLAN Partners
Nebraska
$1.87M -$197K -683 -10%
DAM
1288
Deltec Asset Management
New York
$1.86M +$844K +2,930 +85%
HCA
1289
Harbour Capital Advisors
Virginia
$1.86M -$70.5K -245 -4%
WA
1290
WestEnd Advisors
North Carolina
$1.86M -$3.16M -10,980 -63%
QCM
1291
Quest Capital Management
Texas
$1.86M -$265K -920 -13%
GMA
1292
Goldstein Munger & Associates
California
$1.85M – – –
FCA
1293
FLC Capital Advisors
California
$1.85M +$646K +2,245 +56%
HWA
1294
HCR Wealth Advisors
California
$1.85M +$77.5K +269 +4%
SHWM
1295
Smith & Howard Wealth Management
Georgia
$1.84M -$634K -2,200 -26%
TPA
1296
Trivium Point Advisory
Connecticut
$1.84M +$23.3K +81 +1%
CCT
1297
Capital City Trust
Florida
$1.84M +$179K +622 +11%
CRIG
1298
Charter Research & Investment Group
Connecticut
$1.82M – – –
FFA
1299
Fragasso Financial Advisors
Pennsylvania
$1.82M -$24.8K -86 -1%
BTW
1300
Boston Trust Walden
Massachusetts
$1.82M +$280K +974 +19%
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