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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1526
AlphaCore Capital
California
$1.52M -$406K -1,387 -22%
FFS
1527
Founders Financial Securities
Maryland
$1.52M +$1.16M +3,957 +403%
WLIM
1528
White Lighthouse Investment Management
Massachusetts
$1.52M -$45.1K -154 -3%
RHBC
1529
R.H. Bluestein & Co
Michigan
$1.52M -$1.17K -4 -0.1%
DIA
1530
Dana Investment Advisors
Wisconsin
$1.51M +$7.61K +26 +0.5%
MCWS
1531
McKinley Carter Wealth Services
West Virginia
$1.51M +$278K +951 +24%
PAIM
1532
Punch & Associates Investment Management
Minnesota
$1.51M – – –
SIS
1533
SVB Investment Services
Utah
$1.5M – – –
SHWM
1534
Smith & Howard Wealth Management
Georgia
$1.5M +$228K +778 +19%
NDSI
1535
Newman Dignan & Sheerar Inc
Rhode Island
$1.5M +$2.93K +10 +0.2%
MS
1536
Marshall & Sullivan
Washington
$1.49M +$293 +1 +0%
TSWM
1537
Triangle Securities Wealth Management
North Carolina
$1.49M -$26.9K -92 -2%
IC
1538
Investment Counsel
Michigan
$1.48M -$72.6K -248 -5%
AIM
1539
Arcadia Investment Management
Michigan
$1.46M +$285K +975 +26%
DAM
1540
Deltec Asset Management
New York
$1.46M +$55.6K +190 +4%
RP
1541
Rice Partnership
Hawaii
$1.45M -$147K -502 -10%
SC
1542
Searle & Co
Connecticut
$1.45M – – –
EIG
1543
Ellenbecker Investment Group
Wisconsin
$1.45M +$565K +1,931 +70%
MPPLM
1544
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.45M -$18.1M -61,887 -79%
MA
1545
MONECO Advisors
Connecticut
$1.44M +$388K +1,324 +39%
CC
1546
Chicago Capital
Illinois
$1.44M +$395K +1,348 +41%
BWM
1547
Baystate Wealth Management
Massachusetts
$1.44M +$647K +2,210 +90%
CWP
1548
CFM Wealth Partners
Texas
$1.44M +$174K +595 +15%
HR
1549
Hardy Reed
Mississippi
$1.44M – – –
B
1550
Bellecapital
Switzerland
$1.43M – – –
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