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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1326
Pinnacle Advisory Group
Maryland
$1.12M +$289K +1,015 +36%
SLG
1327
Stanley-Laman Group
Pennsylvania
$1.11M -$263K -924 -19%
FAT
1328
First American Trust
California
$1.11M +$19.9K +70 +2%
TFO
1329
Tarbox Family Office
California
$1.11M -$188K -661 -15%
PS
1330
Portfolio Strategies
New York
$1.11M -$3.7K -13 -0.3%
LFS
1331
Legacy Financial Strategies
Kansas
$1.11M +$1.16M +4,073 New
VAS
1332
Valicenti Advisory Services
New York
$1.11M -$103K -361 -9%
LA
1333
LVW Advisors
New York
$1.09M +$6.83K +24 +0.6%
WAM
1334
Weatherly Asset Management
California
$1.09M -$14.2K -50 -1%
BONST
1335
Bank of Nova Scotia Trust
Ontario, Canada
$1.09M -$57K -200 -5%
AEPG
1336
American Economic Planning Group
New Jersey
$1.08M -$151K -532 -12%
OWP
1337
Obermeyer Wealth Partners
Colorado
$1.08M +$854 +3 +0.1%
SWM
1338
SVA Wealth Management
Wisconsin
$1.08M -$415K -1,456 -28%
EWM
1339
Elite Wealth Management
Washington
$1.08M -$23.4K -82 -2%
LWIC
1340
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.08M +$242K +850 +30%
OAM
1341
Oberweis Asset Management
Illinois
$1.07M -$2.16M -7,586 -67%
RC
1342
Randolph Company
Ohio
$1.07M – – –
EWF
1343
Epstein & White Financial
California
$1.07M -$212K -743 -17%
CIP
1344
Cornerstone Investment Partners
Georgia
$1.07M +$71.8K +252 +7%
SSWM
1345
Sheets Smith Wealth Management
North Carolina
$1.06M -$214K -750 -17%
CAMG
1346
CWA Asset Management Group
Florida
$1.06M -$14.2K -50 -1%
LDB
1347
Lee, Danner & Bass
Tennessee
$1.06M +$42.7K +150 +4%
SFPM
1348
Sensible Financial Planning & Management
Massachusetts
$1.06M +$285 +1 +0%
VCM
1349
Violich Capital Management
California
$1.06M +$200K +703 +24%
LC
1350
Lourd Capital
California
$1.06M +$1.03M +3,634 New
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