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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
1726
Community Financial Services Group
Vermont
$1.8M +$55.1K +125 +3%
RMA
1727
Roffman Miller Associates
Pennsylvania
$1.8M +$144K +326 +8%
PAIM
1728
Punch & Associates Investment Management
Minnesota
$1.8M -$374K -847 -17%
EK
1729
Evensky & Katz
Florida
$1.79M -$217K -493 -11%
WWMSC
1730
Wagner Wealth Management (South Carolina)
South Carolina
$1.79M +$63.5K +144 +4%
HCM
1731
HM Capital Management
Missouri
$1.77M -$77.2K -175 -4%
LFF
1732
Level Four Financial
Texas
$1.77M -$55.6K -126 -3%
AF
1733
Alerus Financial
North Dakota
$1.77M -$16.3K -37 -0.9%
SMG
1734
Smart Money Group
Texas
$1.76M +$108K +245 +6%
BI
1735
Bramshill Investments
Florida
$1.76M +$18.5K +42 +1%
FCA
1736
FLC Capital Advisors
California
$1.76M -$45.9K -104 -2%
MW
1737
Marcum Wealth
Ohio
$1.76M +$134K +303 +8%
BHIA
1738
Birch Hill Investment Advisors
Massachusetts
$1.75M +$13.7K +31 +0.8%
NA
1739
Nottingham Advisors
New York
$1.75M +$8.82K +20 +0.5%
OA
1740
Oxbow Advisors
Texas
$1.74M – – –
MFG
1741
MidWestOne Financial Group
Iowa
$1.74M +$620K +1,406 +53%
FC
1742
Forte Capital
New York
$1.74M -$633K -1,435 -26%
ECG
1743
EPIQ Capital Group
California
$1.73M -$11.9K -27 -0.7%
SSWM
1744
Sheets Smith Wealth Management
North Carolina
$1.73M +$3.53K +8 +0.2%
WI
1745
Wedgewood Investors
Pennsylvania
$1.73M -$150K -340 -8%
KPWG
1746
KFA Private Wealth Group
Virginia
$1.73M +$2.65K +6 +0.1%
SCM
1747
Southport Capital Management
Tennessee
$1.72M -$2.7M -6,112 -60%
SAM
1748
Selway Asset Management
$1.72M – – –
SC
1749
Shay Capital
New York
$1.72M +$1.76M +4,001 New
HL
1750
HeadInvest LLC
Maine
$1.72M +$40.6K +92 +2%
68 69
70
71 72