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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1301
Intersect Capital
California
$1.87M -$134K -455 -7%
CC
1302
Callan Capital
California
$1.87M -$46.1K -156 -2%
HIS
1303
Horizon Investment Services
Indiana
$1.87M -$299K -1,012 -14%
SHWM
1304
Smith & Howard Wealth Management
Georgia
$1.87M – – –
EIP
1305
Ellis Investment Partners
Pennsylvania
$1.86M +$212K +718 +13%
GAM
1306
Grandview Asset Management
Pennsylvania
$1.86M +$900K +3,045 +92%
LWCFA
1307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.86M -$48.8K -165 -3%
CRIG
1308
Charter Research & Investment Group
Connecticut
$1.85M – – –
BTW
1309
Boston Trust Walden
Massachusetts
$1.84M – – –
BFIC
1310
Bedell Frazier Investment Counselling
California
$1.84M -$1.44M -4,875 -44%
FMII
1311
Farmers & Merchants Investments Inc
Nebraska
$1.84M +$11.8K +40 +0.7%
PWS
1312
Peloton Wealth Strategists
Indiana
$1.83M +$1.06M +3,601 +31%
BEAM
1313
Baker Ellis Asset Management
Washington
$1.82M -$105K -357 -5%
NFG
1314
NewFocus Financial Group
Washington
$1.81M – – –
TPA
1315
Trivium Point Advisory
Connecticut
$1.81M -$19.5K -66 -1%
ADL
1316
Asset Dedication LLC
California
$1.81M -$1.05M -3,555 -37%
CCM
1317
Crossvault Capital Management
Texas
$1.81M +$225K +760 +14%
FCA
1318
FLC Capital Advisors
California
$1.8M -$50.2K -170 -3%
CC
1319
Cognios Capital
Kansas
$1.8M – – –
AP
1320
Atwood & Palmer
Missouri
$1.79M +$18.6K +63 +1%
SCM
1321
Southport Capital Management
Tennessee
$1.79M +$3.25K +11 +0.2%
BWI
1322
Beacon Wealthcare Inc
North Carolina
$1.79M +$18.9K +64 +1%
OFS
1323
OneAscent Financial Services
Alabama
$1.79M +$1.72M +5,828 New
GKWIM
1324
Gerber Kawasaki Wealth & Investment Management
California
$1.78M +$136K +459 +8%
VA
1325
Valmark Advisers
Ohio
$1.77M -$485K -1,642 -22%
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