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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1551
Anchor Investment Management
South Carolina
$1.31M +$585K +1,919 +61%
ELC
1552
Edgar Lomax Company
Virginia
$1.31M – – –
GP
1553
Girard Partners
Pennsylvania
$1.3M +$12.5K +41 +0.8%
EWM
1554
Executive Wealth Management
Michigan
$1.3M +$39.7K +130 +3%
IC
1555
Investment Counsel
Michigan
$1.3M +$107K +350 +7%
BWP
1556
Baldwin Wealth Partners
Massachusetts
$1.3M -$406K -1,330 -21%
CWAF
1557
Core Wealth Advisors (Florida)
Florida
$1.29M -$68.6K -225 -4%
BSA
1558
Bull Street Advisors
Georgia
$1.29M +$86K +282 +6%
HFBOT
1559
Home Federal Bank of Tennessee
Tennessee
$1.29M – – –
DKCM
1560
Davidson Kempner Capital Management
New York
$1.29M +$1.53M +5,000 New
OFW
1561
Omnia Family Wealth
Florida
$1.29M -$3.98M -13,036 -72%
AP
1562
Atwood & Palmer
Missouri
$1.28M -$322K -1,054 -17%
NDSI
1563
Newman Dignan & Sheerar Inc
Rhode Island
$1.28M +$38.7K +127 +3%
SAM
1564
Secure Asset Management
Michigan
$1.28M +$833K +2,730 +123%
SWMG
1565
Strategic Wealth Management Group
Maryland
$1.27M +$143K +468 +10%
RHBC
1566
R.H. Bluestein & Co
Michigan
$1.27M -$7.52M -24,662 -83%
FANJ
1567
Financial Architects (New Jersey)
New Jersey
$1.27M +$47.3K +155 +3%
TSWM
1568
Triangle Securities Wealth Management
North Carolina
$1.27M -$121K -396 -7%
SFS
1569
Summit Financial Strategies
Ohio
$1.26M -$4.88K -16 -0.3%
TCM
1570
Tufton Capital Management
Maryland
$1.26M -$12.5K -41 -0.8%
PAIM
1571
Punch & Associates Investment Management
Minnesota
$1.26M -$1.14M -3,733 -43%
SIS
1572
SVB Investment Services
Utah
$1.26M -$643K -2,107 -30%
DIA
1573
Dana Investment Advisors
Wisconsin
$1.25M -$110K -360 -7%
PFC
1574
Phocas Financial Corp
California
$1.25M – – –
MS
1575
Marshall & Sullivan
Washington
$1.24M – – –
61 62
63
64 65