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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1751
SkyOak Wealth
Michigan
$1M -$201K -607 -17%
TFO
1752
Tarbox Family Office
California
$999K -$131K -396 -12%
LJAC
1753
L.J. Altfest & Co
New York
$992K -$196K -590 -17%
SCA
1754
STALEY CAPITAL ADVISERS
Pennsylvania
$992K +$331 +1 +0%
KFA
1755
Kelleher Financial Advisors
New York
$987K +$58.7K +177 +6%
BWM
1756
BNC Wealth Management
Oregon
$983K +$973K +2,936 New
ECM
1757
Exchange Capital Management
Michigan
$981K -$55.7K -168 -5%
DLG
1758
Daniel L. Goodwin
$980K +$563K +1,700 +139%
IIC
1759
Ironwood Investment Counsel
Arizona
$977K +$19.2K +58 +2%
CB
1760
Cadence Bank
Mississippi
$974K – – –
SA
1761
SL Advisors
New Jersey
$970K -$1.35M -4,075 -58%
HTHT
1762
Hemenway Trust Hemenway Trust
New Hampshire
$969K -$86.2K -260 -8%
MGIA
1763
Matthew Goff Investment Advisor
Texas
$969K – – –
MLIC
1764
Mandatum Life Insurance Company
Finland
$966K – – –
AFM
1765
Andesa Financial Management
Pennsylvania
$964K +$698K +2,106 +273%
BWM
1766
Baystate Wealth Management
Massachusetts
$961K -$597K -1,802 -39%
RFO
1767
RiverGlades Family Offices
Florida
$957K – – –
VCM
1768
Violich Capital Management
California
$952K -$38.1K -115 -4%
JFA
1769
JNBA Financial Advisors
Minnesota
$952K – – –
PAM
1770
Premier Asset Management
Illinois
$952K +$2.32K +7 +0.2%
JWS
1771
Juncture Wealth Strategies
Arizona
$951K -$316K -955 -25%
LBD
1772
Landsberg Bennett & Dubbaneh
Florida
$951K -$163K -492 -15%
AA
1773
Altman Advisors
Illinois
$948K +$938K +2,831 New
QCM
1774
Quest Capital Management
Texas
$943K -$48.1K -145 -5%
BCP
1775
Blue Chip Partners
Michigan
$939K +$72.9K +220 +9%
69 70
71
72 73