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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1451
Northside Capital Management
Oregon
$711K – – –
BPB
1452
Badgley, Phelps & Bell
Washington
$708K +$257K +952 +57%
HCM
1453
Harvest Capital Management
New Hampshire
$707K -$21.3K -79 -3%
MCWS
1454
McKinley Carter Wealth Services
West Virginia
$706K -$138K -511 -16%
OAM
1455
Occidental Asset Management
California
$703K +$92.1K +341 +15%
WP
1456
WealthPLAN Partners
Nebraska
$700K -$30.8K -114 -4%
DIA
1457
Dean Investment Associates
Ohio
$698K +$2.97K +11 +0.4%
WTFG
1458
Wells Trecaso Financial Group
Ohio
$694K – – –
DCM
1459
Driehaus Capital Management
Illinois
$688K +$10.8K +40 +2%
PPSG
1460
Princeton Portfolio Strategies Group
New Jersey
$685K -$318K -1,178 -32%
CBA
1461
Coastal Bridge Advisors
Connecticut
$684K – – –
EIG
1462
Ellenbecker Investment Group
Wisconsin
$682K -$14.6K -54 -2%
CT
1463
CMT Trading
Illinois
$678K – – –
JCM
1464
JS Capital Management
New York
$678K +$675K +2,500 New
CWM
1465
Concentric Wealth Management
California
$677K +$1.35K +5 +0.2%
PL
1466
Parthenon LLC
Kentucky
$675K – – –
AIM
1467
Advantage Investment Management
Iowa
$670K -$6.46M -23,904 -91%
SC
1468
Scholtz & Company
Connecticut
$670K +$144K +535 +28%
ACA
1469
Anchor Capital Advisors
Massachusetts
$667K +$403K +1,492 +155%
VIM
1470
Vista Investment Management
Pennsylvania
$664K +$810 +3 +0.1%
FWP
1471
FAS Wealth Partners
Kansas
$664K +$8.91K +33 +1%
CNC
1472
Citizens & Northern Corp
Pennsylvania
$663K -$68.9K -255 -9%
SA
1473
Strategic Advisors
New York
$663K +$660K +2,443 New
SWM
1474
Sequoia Wealth Management
Illinois
$661K – – –
SFSIG
1475
San Francisco Sentry Investment Group
California
$659K -$440K -1,629 -40%
57 58
59
60 61