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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1576
Access Financial Services
Minnesota
$220K +$216K +875 New
OCG
1577
Opus Capital Group
Ohio
$219K – – –
PCA
1578
Peddock Capital Advisors
Massachusetts
$215K – – –
CCM
1579
Cribstone Capital Management
Maine
$214K -$7.4K -30 -3%
RWG
1580
Regal Wealth Group
California
$214K +$986 +4 +0.5%
ACM
1581
Advisors Capital Management
New Jersey
$213K +$209K +846 New
TU
1582
TDAM USA
Ontario, Canada
$213K +$209K +847 New
MKC
1583
M. Kraus & Co
Vermont
$212K – – –
SS
1584
Simplicity Solutions
Minnesota
$211K -$1.45M -5,889 -88%
GF
1585
Goodman Financial
Texas
$211K – – –
SWA
1586
Sutton Wealth Advisors
Florida
$210K – – –
LCM
1587
Logan Capital Management
Pennsylvania
$209K – – –
FMTCOCP
1588
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$209K – – –
WCM
1589
Weatherstone Capital Management
Colorado
$208K +$204K +828 New
BCM
1590
Brookmont Capital Management
Texas
$207K +$203K +822 New
DLCIG
1591
D.L. Carlson Investment Group
New Hampshire
$206K -$136K -550 -40%
NEIRG
1592
New England Investment & Retirement Group
Massachusetts
$206K +$202K +820 New
GAM
1593
Garrison Asset Management
Arkansas
$202K +$198K +804 New
BG
1594
Bollard Group
Massachusetts
$201K – – –
SC
1595
Skylands Capital
Wisconsin
$201K – – –
DIA
1596
Davidson Investment Advisors
Montana
$200K – – –
MCIM
1597
Meadow Creek Investment Management
Georgia
$197K +$193K +784 New
BWL
1598
Bogart Wealth LLC
Virginia
$196K -$39.7K -161 -17%
TFO
1599
Tarbox Family Office
California
$193K -$41.9K -170 -18%
SIM
1600
Sonora Investment Management
Arizona
$192K -$6.16K -25 -3%
62 63
64
65 66