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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
1626
L.J. Altfest & Co
New York
$755K +$3.26K +12 +0.4%
ACA
1627
Atlas Capital Advisors
Wyoming
$755K -$30.4K -112 -4%
AFM
1628
Andesa Financial Management
Pennsylvania
$754K -$1.65M -6,070 -70%
RFO
1629
RiverGlades Family Offices
Florida
$752K +$433K +1,595 +150%
HCA
1630
Horan Capital Advisors
Ohio
$751K -$14.7K -54 -2%
HCM
1631
Harvest Capital Management
New Hampshire
$749K +$272 +1 +0%
V
1632
VeraBank
Texas
$748K -$10.9K -40 -1%
PHS
1633
Pekin Hardy Strauss
Illinois
$744K -$13K -48 -2%
GPWA
1634
Great Point Wealth Advisors
Massachusetts
$741K -$100K -369 -12%
DIA
1635
Dean Investment Associates
Ohio
$738K +$3.53K +13 +0.5%
RVPG
1636
Relative Value Partners Group
$738K +$42.7K +157 +6%
BHWM
1637
Bar Harbor Wealth Management
New Hampshire
$738K +$456K +1,680 +180%
MMG
1638
Monetary Management Group
Missouri
$734K – – –
SI
1639
Shaker Investments
Ohio
$732K -$308K -1,132 -30%
UB
1640
UMB Bank
Missouri
$732K +$216K +795 +44%
WTFG
1641
Wells Trecaso Financial Group
Ohio
$729K -$20.4K -75 -3%
CAM
1642
CenterStar Asset Management
Illinois
$728K – – –
CAM
1643
Congress Asset Management
Massachusetts
$727K -$11.9M -43,720 -94%
CCM
1644
Canal Capital Management
Virginia
$722K -$1.21M -4,459 -64%
BCM
1645
Bienville Capital Management
New York
$719K +$34.5K +127 +5%
PWAG
1646
Polaris Wealth Advisory Group
California
$713K -$10.5M -38,584 -94%
IWMA
1647
Ironwood Wealth Management (Arizona)
Arizona
$710K – – –
WP
1648
WealthShield Partners
North Carolina
$706K +$433K +1,593 +176%
MP
1649
Manifold Partners
California
$706K +$679K +2,500 New
SIAP
1650
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$705K -$76.1K -280 -10%
64 65
66
67 68