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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
1501
Beck Mack & Oliver
New York
$3.71M – – –
LWCFA
1502
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.69M -$11.1K -25 -0.3%
BCA
1503
Bay Colony Advisors
Massachusetts
$3.69M +$1.09M +2,439 +43%
ESBC
1504
E.S. Barr & Co
Kentucky
$3.69M -$1.69M -3,798 -32%
WCM
1505
Wunderlich Capital Managemnt
Tennessee
$3.67M -$331K -744 -8%
DAM
1506
Deltec Asset Management
New York
$3.67M -$793K -1,781 -18%
FUBT
1507
First United Bank & Trust
Maryland
$3.65M -$34.3K -77 -0.9%
CFFP
1508
Center for Financial Planning
Michigan
$3.65M +$1.81M +4,068 +101%
BIM
1509
Baldwin Investment Management
Pennsylvania
$3.63M -$245K -550 -6%
GPA
1510
Guidance Point Advisors
Massachusetts
$3.63M +$25.8K +58 +0.7%
TA
1511
TruWealth Advisors
Louisiana
$3.63M +$45K +101 +1%
RWP
1512
Ridgecrest Wealth Partners
California
$3.61M +$1.22M +2,745 +52%
VAM
1513
Vienna Asset Management
California
$3.6M +$2.09M +4,700 +144%
ISB
1514
Iowa State Bank
Iowa
$3.6M +$245K +551 +7%
CWM
1515
ClientFirst Wealth Management
Arkansas
$3.58M – – –
MF
1516
Montis Financial
Massachusetts
$3.56M -$30.3K -68 -0.9%
DWMG
1517
DB Wealth Management Group
California
$3.55M -$1.63M -3,667 -32%
SHFA
1518
SC&H Financial Advisors
Maryland
$3.55M +$515K +1,157 +17%
OA
1519
Operose Advisors
Wisconsin
$3.55M -$277K -623 -7%
DFA
1520
DHJJ Financial Advisors
Illinois
$3.55M +$75.2K +169 +2%
CCM
1521
Cohen Capital Management
California
$3.55M +$3.5M +7,854 New
OGF
1522
Orin Green Financial
California
$3.54M – – –
TLCM
1523
Twin Lakes Capital Management
California
$3.54M +$9.79K +22 +0.3%
MWP
1524
Madison Wealth Partners
Wisconsin
$3.54M +$12.5K +28 +0.4%
CA
1525
Cornerstone Advisory
Maryland
$3.54M +$107K +241 +3%
59 60
61
62 63