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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1301
Algert Global
California
$375K +$371K +1,790 New
MIM
1302
Montgomery Investment Management
Maryland
$375K +$372K +1,791 New
GAM
1303
Garrison Asset Management
Arkansas
$371K +$367K +1,770 New
LIA
1304
LBMC Investment Advisors
Tennessee
$369K +$12.2K +59 +3%
RWA
1305
River Wealth Advisors
Pennsylvania
$369K +$81.8K +394 +29%
RCAMU
1306
Rothschild & Co Asset Management US
Connecticut
$368K -$16K -77 -4%
KL
1307
KWMG LLC
Kansas
$368K +$2.9K +14 +0.8%
RC
1308
Roundview Capital
New Jersey
$368K +$35.1K +169 +11%
AI
1309
ArchPoint Investors
Florida
$367K – – –
LCS
1310
Levin Capital Strategies
New York
$367K +$363K +1,750 New
BFIM
1311
Beese Fulmer Investment Management
Ohio
$363K +$146K +705 +69%
DA
1312
DSC Advisors
Illinois
$362K -$150K -722 -29%
SG
1313
Strid Group
Pennsylvania
$362K – – –
IC
1314
Intersect Capital
California
$359K – – –
BL
1315
Balentine LLC
Georgia
$359K +$65.4K +315 +23%
SFSG
1316
Stearns Financial Services Group
North Carolina
$358K -$60K -289 -14%
ACI
1317
Advance Capital I
Michigan
$356K +$145K +700 +70%
ATIA
1318
American Trust Investment Advisors
New Hampshire
$356K +$352K +1,697 New
CCM
1319
Catawba Capital Management
Virginia
$354K – – –
FCCM
1320
First City Capital Management
Georgia
$354K +$350K +1,689 New
FMP
1321
Financial Management Professionals
Texas
$351K -$19.9K -96 -5%
SAM
1322
SignalPoint Asset Management
Missouri
$351K +$25.1K +121 +8%
CDH
1323
Charles D. Hyman
$345K +$92.7K +447 +37%
RWA
1324
Ropes Wealth Advisors
Massachusetts
$341K +$222K +1,069 +191%
VDI
1325
Vaughan David Investments
Illinois
$340K – – –
51 52
53
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