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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DMS
1501
Discretionary Management Services
Kansas
$133K -$1.37M -6,685 -91%
SIM
1502
Sonora Investment Management
Arizona
$129K -$89.1K -434 -41%
PIM
1503
Progressive Investment Management
Oregon
$129K +$130K +631 New
GH
1504
GAM Holding
Switzerland
$123K -$2.46M -11,970 -95%
CAW
1505
Cornerstone Advisors (Washington)
Washington
$123K – – –
HCM
1506
Horrell Capital Management
Arkansas
$115K +$64.7K +315 +126%
RWA
1507
Ropes Wealth Advisors
Massachusetts
$114K – – –
FWM
1508
Focused Wealth Management
New York
$111K +$2.26K +11 +2%
LOT
1509
Lombard Odier Transatlantic
Quebec, Canada
$109K – – –
HI
1510
Hudock Inc
Pennsylvania
$108K -$4.31K -21 -4%
MWM
1511
MinichMacGregor Wealth Management
New York
$105K +$103K +500 New
PSC
1512
Prentiss Smith & Co
Vermont
$102K +$103K +500 New
TCM
1513
Tradewinds Capital Management
Washington
$94K – – –
LWM
1514
Lenox Wealth Management
Ohio
$93K – – –
WAS
1515
WESPAC Advisors SoCal
California
$91K +$92.4K +450 New
LWM
1516
Lyons Wealth Management
Florida
$83K +$83K +404 New
CRM
1517
Cramer Rosenthal McGlynn
Connecticut
$81K +$81.3K +396 New
GBT
1518
Grove Bank & Trust
Florida
$76K +$77K +375 New
RAM
1519
Riggs Asset Management
Pennsylvania
$71K – – –
TFO
1520
Tarbox Family Office
California
$69K – – –
SAM
1521
Shamrock Asset Management
Texas
$66K -$19.5K -95 -23%
JAM
1522
JCIC Asset Management
Ontario, Canada
$66K – – –
ARMC
1523
American Research & Management Company
Massachusetts
$53K – – –
DOA
1524
D'Orazio & Associates
Virginia
$53K – – –
HIM
1525
Hillsdale Investment Management
Ontario, Canada
$43K +$22.6K +110 +110%
59 60
61
62 63