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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1451
Stevard LLC
Illinois
$4.09M -$53.1K -133 -1%
KA
1452
Kearns & Associates
California
$4.09M – – –
BHWM
1453
Beaird Harris Wealth Management
Texas
$4.09M -$159K -398 -4%
COCM
1454
Charter Oak Capital Management
New Hampshire
$4.08M -$68.6K -172 -2%
DMC
1455
Drexel Morgan & Co
Pennsylvania
$4.08M -$517K -1,295 -11%
SAM
1456
S.A. Mason
Michigan
$4.07M -$332K -831 -8%
BSC
1457
Brown Shipley & Co
United Kingdom
$4.05M +$4M +10,036 New
WWC
1458
Waypoint Wealth Counsel
Georgia
$4.04M +$67.4K +169 +2%
PIM
1459
Parker Investment Management
California
$4.04M -$14.1M -35,314 -78%
WAM
1460
Wallington Asset Management
Indiana
$4.03M -$47.5K -119 -1%
HSG
1461
Helen Stephens Group
Texas
$4.03M +$247K +620 +7%
PO
1462
Private Ocean
California
$4.01M +$352K +881 +10%
CBFP
1463
Cedar Brook Financial Partners
Ohio
$4.01M -$49.9K -125 -1%
BHWM
1464
Bar Harbor Wealth Management
New Hampshire
$4M +$81.8K +205 +2%
NAS
1465
Nicolet Advisory Services
Wisconsin
$3.98M +$1.66M +4,154 +75%
FCB
1466
First County Bank
Connecticut
$3.97M -$6.02M -15,086 -61%
TWA
1467
TCI Wealth Advisors
Arizona
$3.97M +$1.26M +3,159 +48%
CWP
1468
CFM Wealth Partners
Texas
$3.95M +$230K +577 +6%
DWM
1469
Defined Wealth Management
Oregon
$3.94M -$157K -394 -4%
AAIM
1470
Asset Advisors Investment Management
Georgia
$3.93M -$7.98K -20 -0.2%
CCWM
1471
Cassaday & Co Wealth Management
Virginia
$3.93M +$69.4K +174 +2%
CF
1472
Convergence Financial
Missouri
$3.92M +$124K +312 +3%
ACM
1473
Alpha Capital Management
Texas
$3.91M – – –
CAM
1474
Cozad Asset Management
Illinois
$3.9M -$137K -344 -3%
FPAS
1475
Focus Partners Advisor Solutions
Missouri
$3.9M -$422K -1,057 -10%
57 58
59
60 61