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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
1451
L.J. Altfest & Co
New York
$790K +$114K +399 +17%
PP
1452
PDS Planning
Ohio
$786K +$360K +1,264 +88%
AIM
1453
Anchor Investment Management
South Carolina
$786K – – –
MSFP
1454
Mark Sheptoff Financial Planning
Connecticut
$785K – – –
SCA
1455
STALEY CAPITAL ADVISERS
Pennsylvania
$785K – – –
HTHT
1456
Hemenway Trust Hemenway Trust
New Hampshire
$784K – – –
LPT
1457
Legacy Private Trust
Wisconsin
$781K +$333K +1,170 +77%
DIS
1458
Diversified Investment Strategies
Louisiana
$779K – – –
AWM
1459
AllSquare Wealth Management
New York
$778K +$495K +1,738 +185%
HCA
1460
Horan Capital Advisors
Ohio
$777K +$107K +376 +16%
MCWS
1461
McKinley Carter Wealth Services
West Virginia
$775K +$17.7K +62 +2%
HCM
1462
Harvest Capital Management
New Hampshire
$774K +$16.8K +59 +2%
LA
1463
LexAurum Advisors
Kansas
$773K +$127K +445 +20%
WSCM
1464
Wellington Shields Capital Management
New York
$772K +$8.54K +30 +1%
NCM
1465
Northside Capital Management
Oregon
$762K – – –
WTFG
1466
Wells Trecaso Financial Group
Ohio
$760K +$15.4K +54 +2%
DCM
1467
Driehaus Capital Management
Illinois
$754K +$15.7K +55 +2%
SFC
1468
SYM Financial Corp
Indiana
$754K +$470K +1,650 +175%
MMG
1469
Monetary Management Group
Missouri
$752K -$35.6K -125 -5%
DIA
1470
Dean Investment Associates
Ohio
$752K +$3.13K +11 +0.4%
MFW
1471
Meristem Family Wealth
Minnesota
$748K -$3.92M -13,768 -84%
SFM
1472
Stack Financial Management
Montana
$742K +$48.4K +170 +7%
SCG
1473
Sonata Capital Group
Washington
$737K +$87.1K +306 +14%
GC
1474
Gratus Capital
Georgia
$735K +$68.3K +240 +10%
SBAM
1475
Santa Barbara Asset Management
California
$733K -$1.97M -6,923 -73%
57 58
59
60 61