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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1501
Noesis Capital Mangement
Florida
$618K -$62.1K -230 -9%
PMG
1502
ProVise Management Group
Florida
$618K +$159K +590 +35%
TCM
1503
Telos Capital Management
California
$617K -$23.2K -86 -4%
ACG
1504
Allen Capital Group
Nebraska
$616K – – –
IWMA
1505
Ironwood Wealth Management (Arizona)
Arizona
$615K +$612K +2,266 New
BCP
1506
Blue Chip Partners
Michigan
$613K -$27.8K -103 -4%
ZCI
1507
Zevenbergen Capital Investments
Washington
$612K -$178K -659 -23%
BHTS
1508
Bar Harbor Trust Services
Maine
$612K – – –
PCM
1509
Parsons Capital Management
Rhode Island
$612K +$2.16K +8 +0.4%
PFBT
1510
Parkside Financial Bank & Trust
Missouri
$610K -$7.02K -26 -1%
SFSG
1511
Stearns Financial Services Group
North Carolina
$607K -$9.72K -36 -2%
SCG
1512
Sonata Capital Group
Washington
$605K – – –
SMH
1513
Sanders Morris Harris
Texas
$605K +$129K +479 +27%
VDFA
1514
Vickerman & Driscoll Financial Advisors
Washington
$604K -$9.99K -37 -2%
CPSAC
1515
Chas P. Smith & Associates (CPS)
Florida
$604K +$30.8K +114 +5%
GWCM
1516
Godshalk Welsh Capital Management
Pennsylvania
$603K – – –
PCTC
1517
Perkins Coie Trust Company
Washington
$602K -$55.1K -204 -8%
LA
1518
LexAurum Advisors
Kansas
$600K -$99.6K -369 -14%
RFA
1519
Reilly Financial Advisors
California
$600K +$17K +63 +3%
PPCM
1520
Pillar Pacific Capital Management
California
$599K +$17.3K +64 +3%
DBRC
1521
D.B. Root & Company
Pennsylvania
$599K +$38.1K +141 +7%
MYAM
1522
Meiji Yasuda Asset Management
Japan
$598K -$2.5M -9,267 -81%
KPCM
1523
Kings Point Capital Management
New York
$595K +$1.89K +7 +0.3%
CYG
1524
Clean Yield Group
Vermont
$590K – – –
GG
1525
Greenwood Gearhart
Arkansas
$589K +$14.6K +54 +3%
59 60
61
62 63