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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1751
Fairhaven Wealth Management
Illinois
$583K +$629K +2,333 New
SIA
1752
Starfire Investment Advisers
Michigan
$582K -$31K -115 -5%
TCM
1753
Telos Capital Management
California
$582K +$13.2K +49 +2%
CDIA
1754
Capital Directions Investment Advisors
Georgia
$581K -$112K -414 -15%
WCG
1755
Wall Capital Group
Arizona
$580K – – –
ICP
1756
Ironvine Capital Partners
Nebraska
$577K +$590K +2,189 New
WIC
1757
Woodmont Investment Counsel
Tennessee
$577K +$623K +2,309 New
WHG
1758
Westwood Holdings Group
Texas
$576K -$151K -561 -20%
PPW
1759
Pasadena Private Wealth
California
$576K +$621K +2,303 New
CC
1760
Capital Counsel
New York
$575K – – –
OTC
1761
Opera Trading Capital
France
$575K +$620K +2,300 New
BL
1762
BFSG LLC
California
$571K – – –
PFBT
1763
Parkside Financial Bank & Trust
Missouri
$567K +$5.93K +22 +1%
CPSAC
1764
Chas P. Smith & Associates (CPS)
Florida
$566K +$10.2K +38 +2%
WC
1765
Woodstock Corp
Massachusetts
$565K +$84.9K +315 +16%
BHTS
1766
Bar Harbor Trust Services
Maine
$564K – – –
ZCI
1767
Zevenbergen Capital Investments
Washington
$564K – – –
GIM
1768
Groesbeck Investment Management
New Jersey
$564K +$608K +2,255 New
PMG
1769
ProVise Management Group
Florida
$563K +$119K +440 +24%
SB
1770
Strategic Blueprint
Georgia
$552K +$596K +2,210 New
VCM
1771
Virtue Capital Management
Tennessee
$551K -$1.41M -5,240 -70%
TF
1772
TimeScale Financial
Massachusetts
$550K +$594K +2,203 New
CYG
1773
Clean Yield Group
Vermont
$544K – – –
BIM
1774
Bridges Investment Management
Nebraska
$542K +$15.1K +56 +3%
KCM
1775
Kornitzer Capital Management
Kansas
$537K +$580K +2,150 New
69 70
71
72 73