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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1601
Dana Investment Advisors
Wisconsin
$452K – – –
ATIA
1602
American Trust Investment Advisors
New Hampshire
$450K -$8.64K -32 -2%
JWA
1603
JFS Wealth Advisors
Pennsylvania
$442K -$13.8K -51 -3%
WEC
1604
Winslow Evans & Crocker
Massachusetts
$442K +$32.9K +122 +8%
FFW
1605
Fusion Family Wealth
New York
$440K -$27.8K -103 -6%
FAM
1606
Fenimore Asset Management
New York
$437K -$1.43M -5,297 -77%
WA
1607
Wealthstar Advisors
Texas
$436K -$619K -2,293 -60%
RG
1608
Renaissance Group
Kentucky
$435K – – –
RIG
1609
Roosevelt Investment Group
New York
$434K +$55.4K +205 +15%
KFA
1610
Kelleher Financial Advisors
New York
$433K -$99.9K -370 -19%
BWM
1611
Baystate Wealth Management
Massachusetts
$433K -$15.4K -57 -4%
MCP
1612
Mirador Capital Partners
California
$433K -$13.5K -50 -3%
RGIA
1613
Rainier Group Investment Advisory
Washington
$433K – – –
FCMT
1614
Founders Capital Management (Texas)
Texas
$433K +$3.78K +14 +0.9%
AFNAS
1615
American Financial Network Advisory Services
California
$432K -$540 -2 -14%
RA
1616
RFG Advisory
Alabama
$431K -$23.2K -86 -5%
MCM
1617
MV Capital Management
Maryland
$431K – – –
PFM
1618
Peak Financial Management
Massachusetts
$431K +$429K +1,590 New
MAA
1619
Mraz Amerine & Associates
California
$428K – – –
JIR
1620
James Investment Research
Ohio
$427K – – –
LAIC
1621
Lederer & Associates Investment Counsel
California
$426K -$9.45K -35 -2%
BFIM
1622
Beese Fulmer Investment Management
Ohio
$420K – – –
ISB
1623
Iowa State Bank
Iowa
$420K – – –
WIC
1624
Whitegate Investment Counselors
New Hampshire
$418K -$19.4K -72 -4%
FPIS
1625
Financial Planning & Information Services
Wisconsin
$417K – – –
63 64
65
66 67