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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
1551
Smith & Howard Wealth Management
Georgia
$1.56M -$66.3K -200 -4%
SIC
1552
Samalin Investment Counsel
New York
$1.56M -$1.09M -3,290 -41%
IWMA
1553
Ironwood Wealth Management (Arizona)
Arizona
$1.56M – – –
NDSI
1554
Newman Dignan & Sheerar Inc
Rhode Island
$1.56M +$11.6K +35 +0.8%
MFC
1555
Miramar Fiduciary Corp
Nevada
$1.53M – – –
DC
1556
Derby & Company
Massachusetts
$1.53M +$55K +166 +4%
OCM
1557
One Capital Management
California
$1.53M -$166K -501 -10%
DAM
1558
Deltec Asset Management
New York
$1.52M -$59.7K -180 -4%
SWM
1559
Sugarloaf Wealth Management
Georgia
$1.52M -$1.33K -4 -0.1%
FSWA
1560
Financial Synergies Wealth Advisors
Texas
$1.52M -$569K -1,717 -27%
AP
1561
Atwood & Palmer
Missouri
$1.51M -$34.5K -104 -2%
CRIG
1562
Charter Research & Investment Group
Connecticut
$1.49M – – –
RP
1563
Rice Partnership
Hawaii
$1.48M -$97.1K -293 -6%
CCB
1564
Cutter & Co Brokerage
Missouri
$1.48M +$3.65K +11 +0.2%
BFA
1565
Beaumont Financial Advisors
Massachusetts
$1.48M +$4.97K +15 +0.3%
BWP
1566
Baldwin Wealth Partners
Massachusetts
$1.48M -$51.4K -155 -3%
SAA
1567
Southeast Asset Advisors
Georgia
$1.48M +$137K +412 +10%
VNA
1568
Valley National Advisers
Pennsylvania
$1.47M +$103K +311 +8%
GP
1569
Geneva Partners
Wisconsin
$1.47M -$11.3K -34 -0.8%
PM
1570
Penbrook Management
New York
$1.47M – – –
OAM
1571
Oberweis Asset Management
Illinois
$1.47M +$5.3K +16 +0.4%
TWM
1572
Triton Wealth Management
Arizona
$1.46M -$208K -627 -13%
AIM
1573
Astor Investment Management
Illinois
$1.46M +$1.44M +4,360 New
RCA
1574
Ranch Capital Advisors
Florida
$1.46M +$60K +181 +4%
HCM
1575
HM Capital Management
Missouri
$1.45M – – –
61 62
63
64 65