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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1326
Chatham Capital Group
Georgia
$4.12M -$139K -339 -3%
AGP
1327
Autumn Glory Partners
Texas
$4.12M +$400K +976 +10%
HF
1328
Halpern Financial
Virginia
$4.11M – – –
EW
1329
Emerson Wealth
Michigan
$4.1M -$19.3K -47 -0.4%
PFG
1330
Pacific Financial Group
Washington
$4.08M -$423K -1,033 -9%
RIG
1331
Roosevelt Investment Group
New York
$4.07M +$1.26M +3,079 +40%
BFWA
1332
Benchmark Financial Wealth Advisors
Florida
$4.06M -$785K -1,917 -15%
CCM
1333
Cribstone Capital Management
Maine
$4.05M +$15.2K +37 +0.3%
FBA
1334
Front Barnett Associates
Illinois
$4.05M -$11.9K -29 -0.3%
CCMG
1335
Clark Capital Management Group
Pennsylvania
$4.05M +$752K +1,835 +21%
FCCM
1336
First City Capital Management
Georgia
$4.03M +$170K +415 +4%
AT
1337
Arden Trust
Delaware
$4.02M +$4.36M +10,649 New
SCM
1338
Sitrin Capital Management
California
$4.01M -$54.5K -133 -1%
WPC
1339
White Pine Capital
Minnesota
$3.98M -$147K -360 -3%
MFC
1340
Morris Financial Concepts
South Carolina
$3.98M -$229K -560 -5%
BMCM
1341
Bryn Mawr Capital Management
Pennsylvania
$3.96M -$20.1K -49 -0.5%
FWCM
1342
Ferguson Wellman Capital Management
Oregon
$3.94M +$128K +312 +3%
AWA
1343
Arkadios Wealth Advisors
Georgia
$3.93M -$729K -1,780 -15%
KLWA
1344
Kelly Lawrence W & Associates
California
$3.92M +$4.26M +10,400 New
BSA
1345
Braun Stacey Associates
New York
$3.92M -$828K -2,020 -16%
RCAG
1346
Rehmann Capital Advisory Group
Michigan
$3.92M +$326K +796 +8%
JWS
1347
Juncture Wealth Strategies
Arizona
$3.92M -$2.27M -5,543 -35%
CPO
1348
Cerity Partners OCIO
New York
$3.91M +$337K +823 +9%
LC
1349
LCNB Corp
Ohio
$3.91M +$53.3K +130 +1%
TI
1350
Truepoint Inc
Ohio
$3.91M – – –
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