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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1701
Horan Capital Advisors
Ohio
$678K +$10.8K +40 +1%
OAM
1702
Occidental Asset Management
California
$676K -$85.2K -316 -10%
PPCM
1703
Pillar Pacific Capital Management
California
$676K +$134K +497 +22%
P
1704
Pitcairn
Pennsylvania
$675K -$41.5K -154 -5%
PIA
1705
Pinion Investment Advisors
Kansas
$675K -$8.9K -33 -1%
MSFP
1706
Mark Sheptoff Financial Planning
Connecticut
$675K – – –
V
1707
VeraBank
Texas
$672K +$725K +2,687 New
PHS
1708
Pekin Hardy Strauss
Illinois
$671K -$211K -784 -23%
BCM
1709
Beck Capital Management
Texas
$671K +$724K +2,685 New
DIS
1710
Diversified Investment Strategies
Louisiana
$670K – – –
LJAC
1711
L.J. Altfest & Co
New York
$667K -$12.9K -48 -2%
WCM
1712
Wealthcare Capital Management
Virginia
$666K -$42.1K -156 -6%
WTFG
1713
Wells Trecaso Financial Group
Ohio
$663K +$10.8K +40 +2%
HCM
1714
Harvest Capital Management
New Hampshire
$662K -$3.77K -14 -0.5%
PIP
1715
Peachtree Investment Partners
Florida
$662K +$67.4K +250 New
WCM
1716
Weatherstone Capital Management
Colorado
$660K -$2.27M -8,425 -79%
NCM
1717
Northwest Capital Management
Oregon
$659K +$169K +626 +31%
MMG
1718
Monetary Management Group
Missouri
$649K +$3.24K +12 +0.5%
DIA
1719
Dean Investment Associates
Ohio
$649K +$3.5K +13 +0.5%
MCWS
1720
McKinley Carter Wealth Services
West Virginia
$648K -$20.2K -75 -3%
JFA
1721
JNBA Financial Advisors
Minnesota
$645K +$444K +1,648 +177%
CCMG
1722
Clark Capital Management Group
Pennsylvania
$640K -$1.43M -5,321 -68%
SIMM
1723
Stillwater Investment Management (Minnesota)
Minnesota
$635K +$396K +1,469 +137%
CBA
1724
Coastal Bridge Advisors
Connecticut
$630K – – –
LC
1725
Lavaca Capital
Texas
$630K +$679K +2,519 New
67 68
69
70 71