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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1451
Blue Fin Capital
Rhode Island
$3.91M -$6.92K -18 -0.2%
ACM
1452
Alpha Capital Management
Texas
$3.91M -$859K -2,236 -18%
CFGF
1453
Compass Financial Group (Florida)
Florida
$3.9M -$4.43M -11,525 -14%
BIP
1454
Blue Investment Partners
California
$3.89M +$3.91M +10,160 New
COCM
1455
Charter Oak Capital Management
New Hampshire
$3.88M -$1.01M -2,631 -21%
SL
1456
Stevard LLC
Illinois
$3.87M – – –
RWA
1457
Ropes Wealth Advisors
Massachusetts
$3.87M +$7.69K +20 +0.2%
LWMT
1458
Legacy Wealth Management (Tennessee)
Tennessee
$3.87M +$93.4K +243 +2%
FFW
1459
Fusion Family Wealth
New York
$3.86M +$610K +1,588 +19%
TAIM
1460
TD Ameritrade Investment Management
Nebraska
$3.86M -$628K -1,635 -14%
WP
1461
WealthSource Partners
California
$3.86M -$1.77M -4,617 -31%
RRA
1462
Round Rock Advisors
Connecticut
$3.84M +$128K +332 +3%
DWM
1463
Defined Wealth Management
Oregon
$3.83M -$620K -1,612 -14%
SS
1464
Simplicity Solutions
Minnesota
$3.83M -$1.63M -4,228 -30%
P
1465
Pitcairn
Pennsylvania
$3.83M – – –
KA
1466
Kearns & Associates
California
$3.82M – – –
WAM
1467
Wallington Asset Management
Indiana
$3.81M -$50K -130 -1%
RC
1468
Roundview Capital
New Jersey
$3.81M +$63.4K +165 +2%
ZIC
1469
ZWJ Investment Counsel
Georgia
$3.8M -$87.6K -228 -2%
CFP
1470
Cypress Financial Planning
New Jersey
$3.8M -$237K -617 -6%
CBFP
1471
Cedar Brook Financial Partners
Ohio
$3.79M +$464K +1,206 +14%
CFO
1472
Colony Family Offices
North Carolina
$3.78M -$7.3K -19 -0.2%
CAM
1473
Cozad Asset Management
Illinois
$3.78M +$44.6K +116 +1%
CCMG
1474
Clark Capital Management Group
Pennsylvania
$3.76M -$94.2K -245 -2%
CF
1475
Clarity Financial
Texas
$3.76M +$1.44M +3,737 +61%
57 58
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60 61