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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1301
Harvest Capital Management
New Hampshire
$677K -$146K -594 -18%
ID
1302
Integral Derivatives
New York
$677K +$664K +2,693 New
LWM
1303
Lyell Wealth Management
California
$675K -$18.5K -75 -3%
PFO
1304
Pathstone Family Office
New Jersey
$674K -$331K -1,341 -33%
BCM
1305
BTR Capital Management
California
$673K +$43.1K +175 +7%
ECM
1306
Estabrook Capital Management
New York
$671K – – –
NCM
1307
Noesis Capital Mangement
Florida
$670K -$163K -660 -20%
RWA
1308
Ropes Wealth Advisors
Massachusetts
$668K +$30.8K +125 +5%
AIM
1309
Anchor Investment Management
South Carolina
$667K +$138K +558 +27%
AF
1310
Allworth Financial
California
$666K -$168K -681 -20%
TCM
1311
Telos Capital Management
California
$664K -$23.2K -94 -3%
WP
1312
WealthPLAN Partners
Nebraska
$664K +$986 +4 +0.2%
B
1313
Bridgeworth
Alabama
$662K -$6.69M -27,151 -91%
KCM
1314
Kornitzer Capital Management
Kansas
$658K – – –
RVM
1315
Robinson Value Management
Texas
$653K +$116K +471 +22%
COLIM
1316
City of London Investment Management
United Kingdom
$653K +$370K +1,500 +136%
FNBSF
1317
First National Bank Sioux Falls
South Dakota
$645K -$26.1K -106 -4%
EWM
1318
Endurance Wealth Management
Rhode Island
$643K -$6.16K -25 -1%
SCA
1319
STALEY CAPITAL ADVISERS
Pennsylvania
$640K -$3.25M -13,200 -84%
DIA
1320
Dean Investment Associates
Ohio
$638K +$3.21K +13 +0.5%
DCM
1321
Driehaus Capital Management
Illinois
$637K -$121K -492 -16%
MMPW
1322
Mitchell McLeod Pugh & Williams
Alabama
$637K -$13.3K -54 -2%
IWMA
1323
Ironwood Wealth Management (Arizona)
Arizona
$635K +$623K +2,526 New
CYG
1324
Clean Yield Group
Vermont
$627K -$12.3K -50 -2%
PP
1325
Palladium Partners
Virginia
$627K +$6.41K +26 +1%
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