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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1501
Trust Company
Kansas
$151K +$16.2K +79 +12%
EWM
1502
Edge Wealth Management
New York
$149K -$21.4K -104 -13%
KM
1503
Kalos Management
Georgia
$149K – – –
BCM
1504
Beck Capital Management
Texas
$148K +$150K +730 New
PFS
1505
Physicians Financial Services
North Carolina
$141K +$142K +690 New
BMM
1506
Buffington Mohr McNeal
Idaho
$138K +$139K +676 New
AOWM
1507
Alpha Omega Wealth Management
Virginia
$134K +$135K +658 New
DMS
1508
Discretionary Management Services
Kansas
$133K -$1.37M -6,685 -91%
SIM
1509
Sonora Investment Management
Arizona
$129K -$89.1K -434 -41%
PIM
1510
Progressive Investment Management
Oregon
$129K +$130K +631 New
GH
1511
GAM Holding
Switzerland
$123K -$2.46M -11,970 -95%
CAW
1512
Cornerstone Advisors (Washington)
Washington
$123K – – –
HCM
1513
Horrell Capital Management
Arkansas
$115K +$64.7K +315 +126%
RWA
1514
Ropes Wealth Advisors
Massachusetts
$114K – – –
FWM
1515
Focused Wealth Management
New York
$111K +$2.26K +11 +2%
LOT
1516
Lombard Odier Transatlantic
Quebec, Canada
$109K – – –
HI
1517
Hudock Inc
Pennsylvania
$108K -$4.31K -21 -4%
MWM
1518
MinichMacGregor Wealth Management
New York
$105K +$103K +500 New
PSC
1519
Prentiss Smith & Co
Vermont
$102K +$103K +500 New
TCM
1520
Tradewinds Capital Management
Washington
$94K – – –
LWM
1521
Lenox Wealth Management
Ohio
$93K – – –
WAS
1522
WESPAC Advisors SoCal
California
$91K +$92.4K +450 New
LWM
1523
Lyons Wealth Management
Florida
$83K +$83K +404 New
CRM
1524
Cramer Rosenthal McGlynn
Connecticut
$81K +$81.3K +396 New
GBT
1525
Grove Bank & Trust
Florida
$76K +$77K +375 New
59 60
61
62 63