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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1751
Bayesian Capital Management
New York
$537K -$3.34M -12,300 -87%
W
1752
WealthOne
New York
$537K -$531K -1,955 -99%
CYG
1753
Clean Yield Group
Vermont
$537K -$74.4K -274 -13%
KPCM
1754
Kings Point Capital Management
New York
$536K +$12.2K +45 +2%
IAS
1755
IMA Advisory Services
Colorado
$535K – – –
CWM
1756
Cordatus Wealth Management
Pennsylvania
$534K +$41.3K +152 +9%
JPLA
1757
Joseph P. Lucia & Associates
New York
$534K +$502K +1,848 New
MLFP
1758
MPS Loria Financial Planners
Illinois
$528K -$39.7K -146 -7%
ARMC
1759
American Research & Management Company
Massachusetts
$527K – – –
BCI
1760
Brinker Capital Investments
Pennsylvania
$526K +$54.1K +199 +12%
DIA
1761
Dana Investment Advisors
Wisconsin
$525K -$331K -1,220 -40%
DP
1762
Dearborn Partners
Illinois
$525K – – –
CWM
1763
Cranbrook Wealth Management
Michigan
$524K +$99.7K +367 +25%
LPT
1764
Legacy Private Trust
Wisconsin
$522K +$77.4K +285 +18%
SCA
1765
Stonebridge Capital Advisors
Minnesota
$521K -$45.6K -168 -8%
NOCM
1766
Night Owl Capital Management
Connecticut
$517K -$2.99K -11 -0.6%
QPWM
1767
Quadrant Private Wealth Management
Pennsylvania
$512K -$344K -1,268 -41%
EFL
1768
ERn Financial LLC
Wisconsin
$512K – – –
HW
1769
Hedeker Wealth
Illinois
$511K -$3.26M -12,000 -85%
APP
1770
Avantax Planning Partners
Iowa
$510K +$52.4K +193 +12%
UF
1771
Univest Financial
Pennsylvania
$509K – – –
LWM
1772
Lyell Wealth Management
California
$509K +$11.7K +43 +2%
CB
1773
Cadence Bank
Mississippi
$507K – – –
SC
1774
Schoolcraft Capital
Colorado
$506K +$487K +1,791 New
WMA
1775
Wealth Management Associates
New Jersey
$504K +$485K +1,784 New
69 70
71
72 73