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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
1651
ProVise Management Group
Florida
$416K – – –
BC
1652
Barnett & Company
Tennessee
$415K – – –
MWM
1653
Mascoma Wealth Management
New Hampshire
$413K – – –
JA
1654
JOYN Advisors
Georgia
$409K +$398K +1,531 New
SFG
1655
StrategIQ Financial Group
Indiana
$406K -$478K -1,840 -55%
CAM
1656
Concorde Asset Management
Michigan
$406K +$78K +300 +25%
MA
1657
Mutual Advisors
Nebraska
$405K +$395K +1,518 New
BSB
1658
Bangor Savings Bank
Maine
$403K – – –
LFG
1659
Larson Financial Group
Missouri
$401K +$391K +1,503 New
APSI
1660
Asset Planning Services Inc
Louisiana
$396K – – –
AIM
1661
Acropolis Investment Management
Missouri
$396K +$23.1K +89 +6%
FLII
1662
First Long Island Investors
New York
$395K – – –
SFG
1663
SevenBridge Financial Group
Pennsylvania
$395K – – –
CWA
1664
Cypress Wealth Advisors
California
$393K -$531K -2,043 -58%
ML
1665
McAdam LLC
Pennsylvania
$390K – – –
VAM
1666
Verity Asset Management
North Carolina
$387K +$112K +431 +46%
AP
1667
Advisor Partners
California
$385K -$1.49M -5,746 -81%
IT
1668
Independence Trust
Tennessee
$385K – – –
DWM
1669
Darwin Wealth Management
Florida
$385K +$93.9K +361 +33%
WIC
1670
Whitegate Investment Counselors
New Hampshire
$382K -$39K -150 -9%
ISB
1671
Iowa State Bank
Iowa
$382K -$27.3K -105 -7%
AHB
1672
Abner Herrman & Brock
New Jersey
$381K -$19.5K -75 -5%
DLHL
1673
Donald L. Hagan LLC
Florida
$380K +$370K +1,424 New
BAAM
1674
Baker Avenue Asset Management
California
$375K +$132K +508 +57%
SC
1675
Searle & Co
Connecticut
$374K – – –
65 66
67
68 69