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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1551
Todd Asset Management
Kentucky
$995K +$1.07M +3,980 New
WP
1552
WMS Partners
Maryland
$994K +$110K +408 +11%
OCM
1553
One Capital Management
California
$992K – – –
BWCS
1554
Beirne Wealth Consulting Services
Connecticut
$991K +$1.06M +3,943 New
AUB
1555
Atlantic Union Bankshares
Virginia
$987K -$375K -1,391 -26%
CA
1556
Cambridge Advisors
Nebraska
$986K – – –
TCM
1557
Tran Capital Management
California
$979K +$1.06M +3,918 New
FA
1558
Fortis Advisors
Pennsylvania
$978K +$212K +788 +25%
BCWM
1559
Blue Chip Wealth Management
Florida
$976K -$218K -809 -17%
SAS
1560
Sage Advisory Services
Texas
$975K – – –
BDF
1561
Black Diamond Financial
Maryland
$974K +$1.06M +3,932 New
GWS
1562
Glassman Wealth Services
Virginia
$972K – – –
MCM
1563
Mengis Capital Management
Oregon
$970K -$269K -999 -20%
AWA
1564
Acorn Wealth Advisors
Michigan
$963K -$16.4K -61 -2%
PAMG
1565
Patton Albertson Miller Group
Tennessee
$961K -$43.1K -160 -4%
SLG
1566
Stanley-Laman Group
Pennsylvania
$959K +$270 +1 +0%
FCFC
1567
First Commonwealth Financial Corp
Pennsylvania
$956K -$536K -1,988 -34%
TFO
1568
Tarbox Family Office
California
$956K -$270 -1 -0%
HL
1569
HeadInvest LLC
Maine
$951K +$704K +2,612 +219%
SSI
1570
Scott & Selber Inc
Texas
$950K +$1.02M +3,800 New
TI
1571
Tidal Investments
Wisconsin
$950K +$1.03M +3,803 New
LDB
1572
Lee, Danner & Bass
Tennessee
$948K +$38.6K +143 +4%
FCA
1573
FLC Capital Advisors
California
$946K +$1.02M +3,786 New
MMPW
1574
Mitchell McLeod Pugh & Williams
Alabama
$936K +$256K +948 +34%
CFC
1575
Coyle Financial Counsel
Illinois
$936K +$1.01M +3,746 New
61 62
63
64 65