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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1701
Occidental Asset Management
California
$1.12M +$244K +735 +28%
LRIA
1702
Leonard Rickey Investment Advisors
Washington
$1.11M -$105K -318 -9%
BL
1703
BCWM LLC
Kansas
$1.11M +$331 +1 +0%
MMG
1704
Monetary Management Group
Missouri
$1.11M – – –
PFA
1705
Plotkin Financial Advisors
Maryland
$1.11M -$80.5K -243 -7%
BCM
1706
BTR Capital Management
California
$1.1M -$830K -2,505 -43%
PPW
1707
Parcion Private Wealth
Washington
$1.1M -$109K -330 -9%
HDIM
1708
Hanson & Doremus Investment Management
Vermont
$1.1M – – –
RC
1709
Randolph Company
Ohio
$1.1M +$5.63K +17 +0.5%
FMTC
1710
Farmers & Merchants Trust Company
California
$1.1M +$181K +546 +20%
BSAM
1711
Blue Sky Asset Management
Colorado
$1.09M -$22.7M -68,366 -95%
CST
1712
Charles Schwab Trust
Nevada
$1.09M +$70.3K +212 +7%
PFGIA
1713
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M -$95.8K -289 -8%
AT
1714
Arden Trust
Delaware
$1.09M -$20.2K -61 -2%
CANC
1715
Culbertson A N & Co
Virginia
$1.08M -$361K -1,090 -25%
SI
1716
Shaker Investments
Ohio
$1.08M +$1.99K +6 +0.2%
BWM
1717
BCS Wealth Management
Tennessee
$1.08M +$46.1K +139 +4%
CA
1718
CapWealth Advisors
Tennessee
$1.08M +$75.2K +227 +8%
BFIC
1719
Bedell Frazier Investment Counselling
California
$1.08M +$44.4K +134 +4%
SIAP
1720
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.08M -$58K -175 -5%
ESB
1721
Essex Savings Bank
Connecticut
$1.07M -$600K -1,810 -36%
PWG
1722
Private Wealth Group
Florida
$1.07M -$103K -312 -9%
WIC
1723
WealthBridge Investment Counsel
Alberta, Canada
$1.07M -$38.1K -115 -3%
CPA
1724
Capital Planning Advisors
California
$1.07M -$77.9K -235 -7%
ACS
1725
Archford Capital Strategies
Illinois
$1.07M -$111K -336 -10%
67 68
69
70 71