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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1551
Cornerstone Capital
California
$251K – – –
PCM
1552
Palisade Capital Management
New Jersey
$251K – – –
DE
1553
Day & Ennis
Georgia
$251K +$493 +2 +0.2%
BCM
1554
Becker Capital Management
Oregon
$250K -$14.8K -60 -6%
PFGIA
1555
Patriot Financial Group Insurance Agency
Massachusetts
$248K +$16.8K +68 +7%
BWM
1556
Baystate Wealth Management
Massachusetts
$247K -$3.94K -16 -2%
WIM
1557
Westside Investment Management
California
$247K +$247 +1 +0.1%
VAM
1558
Verity Asset Management
North Carolina
$242K -$235K -955 -50%
NPF
1559
Norris Perne & French
Michigan
$241K -$265K -1,075 -53%
CAAS
1560
Capital Asset Advisory Services
Michigan
$241K +$237K +960 New
KCM
1561
Karp Capital Management
California
$239K -$2.22K -9 -0.9%
LIA
1562
LBMC Investment Advisors
Tennessee
$239K +$2.22K +9 +1%
SGAM
1563
Smith Group Asset Management
Texas
$238K -$264K -1,070 -53%
AOWM
1564
Alpha Omega Wealth Management
Virginia
$234K – – –
WIC
1565
Woodmont Investment Counsel
Tennessee
$234K +$7.64K +31 +3%
ACM
1566
Academy Capital Management
Texas
$233K +$229K +928 New
WI
1567
WrapManager Inc
California
$232K +$228K +925 New
CFP
1568
Cornerstone Financial Partners
North Carolina
$231K +$32.3K +131 +17%
BC
1569
Blackhill Capital
New Jersey
$230K – – –
MSWM
1570
Mader & Shannon Wealth Management
Missouri
$228K +$224K +908 New
BW
1571
Biegel & Waller
Maryland
$227K -$12.3K -50 -5%
KCPG
1572
Kavar Capital Partners Group
Kansas
$227K – – –
JWA
1573
JFS Wealth Advisors
Pennsylvania
$227K +$72.5K +294 +48%
BAAM
1574
Baker Avenue Asset Management
California
$225K +$221K +898 New
LWM
1575
Lenox Wealth Management
Ohio
$221K -$27.4K -111 -11%
61 62
63
64 65