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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1676
TrinityPoint Wealth
Connecticut
$693K +$6.91K +24 +1%
SG
1677
Somerset Group
Minnesota
$687K – – –
PS
1678
Portfolio Solutions
Michigan
$686K -$2.88K -10 -0.4%
PAM
1679
Premier Asset Management
Illinois
$678K +$61.6K +214 +10%
VCM
1680
Virtue Capital Management
Tennessee
$676K -$505K -1,752 -43%
PPCM
1681
Pillar Pacific Capital Management
California
$676K – – –
CC
1682
Capital Counsel
New York
$674K – – –
OCM
1683
Osbon Capital Management
Massachusetts
$674K +$662K +2,299 New
FNBSF
1684
First National Bank Sioux Falls
South Dakota
$673K -$17.3K -60 -3%
CCM
1685
Check Capital Management
California
$672K -$53.3K -185 -7%
TNB
1686
Thomasville National Bank
Georgia
$672K +$8.64K +30 +1%
PMG
1687
ProVise Management Group
Florida
$672K +$14.4K +50 +2%
BL
1688
BFSG LLC
California
$669K – – –
LBD
1689
Landsberg Bennett & Dubbaneh
Florida
$668K -$593K -2,060 -48%
NCM
1690
Next Capital Management
New York
$664K +$211K +733 +48%
ATIA
1691
American Trust Investment Advisors
New Hampshire
$663K – – –
TCM
1692
Telos Capital Management
California
$663K +$47.2K +164 +8%
BMM
1693
Buffington Mohr McNeal
Idaho
$660K -$20.2K -70 -3%
BA
1694
Broadview Advisors
Wisconsin
$659K -$454K -1,575 -41%
ZCI
1695
Zevenbergen Capital Investments
Washington
$659K – – –
KPCM
1696
Kings Point Capital Management
New York
$659K +$101K +352 +19%
FWM
1697
Fairhaven Wealth Management
Illinois
$655K -$39.2K -136 -6%
EAM
1698
Eagle Asset Management
Florida
$651K +$641K +2,225 New
SB
1699
Strategic Blueprint
Georgia
$648K – – –
MCWS
1700
McKinley Carter Wealth Services
West Virginia
$647K -$49.5K -172 -7%
66 67
68
69 70