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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
1401
O'Brien Wealth Partners
Massachusetts
$482K +$2.22K +9 +0.5%
MFT
1402
Moisand Fitzgerald Tamayo
Florida
$480K – – –
MCM
1403
MV Capital Management
Maryland
$478K – – –
GA
1404
Gateway Advisory
New Jersey
$476K +$11.6K +47 +3%
CFMC
1405
Curbstone Financial Management Corp
New Hampshire
$475K +$233K +945 +100%
SHCM
1406
Stokes & Hubbell Capital Management
Louisiana
$470K +$50K +203 +12%
VCM
1407
Violich Capital Management
California
$469K +$9.62K +39 +2%
PR
1408
Payden & Rygel
California
$468K -$26.4K -107 -5%
WSCM
1409
Wellington Shields Capital Management
New York
$463K +$148K +600 +48%
FFW
1410
Fusion Family Wealth
New York
$461K -$15.8K -64 -3%
SCG
1411
Sonata Capital Group
Washington
$461K – – –
MLFP
1412
MPS Loria Financial Planners
Illinois
$457K -$247 -1 -0.1%
B
1413
BancorpSouth
Mississippi
$453K -$32K -130 -7%
GH
1414
GAM Holding
Switzerland
$453K – – –
BAM
1415
Baring Asset Management
United Kingdom
$450K +$41.9K +170 +10%
TF
1416
Tompkins Financial
New York
$448K +$164K +665 +60%
WTB
1417
Washington Trust Bank
Washington
$448K +$210K +850 +91%
BCP
1418
Blue Chip Partners
Michigan
$445K +$1.73K +7 +0.4%
KF
1419
Krilogy Financial
Missouri
$445K +$2.22K +9 +0.5%
BFG
1420
Beacon Financial Group
Texas
$445K +$5.92K +24 +1%
PWS
1421
Peloton Wealth Strategists
Indiana
$445K +$437K +1,773 New
AIA
1422
Armor Investment Advisors
North Carolina
$441K – – –
RCAMU
1423
Rothschild & Co Asset Management US
Connecticut
$441K +$433K +1,758 New
ESBC
1424
E.S. Barr & Co
Kentucky
$436K – – –
SMH
1425
Sanders Morris Harris
Texas
$434K – – –
55 56
57
58 59