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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1801
Peak Financial Management
Massachusetts
$464K – – –
MIM
1802
Moseley Investment Management
Florida
$458K +$441K +1,623 New
UWPG
1803
Ullmann Wealth Partners Group
Florida
$457K +$205K +756 +88%
AA
1804
Altman Advisors
Illinois
$456K -$2.92M -10,760 -87%
IIC
1805
Ironwood Investment Counsel
Arizona
$455K -$3.26K -12 -0.7%
RGIA
1806
Rainier Group Investment Advisory
Washington
$451K – – –
VCP
1807
Vista Capital Partners
Oregon
$449K -$20.4K -75 -4%
RBFC
1808
Roman Butler Fullerton & Co
Missouri
$448K +$48.6K +179 +13%
CS
1809
Candriam SCA
Luxembourg
$446K +$299K +1,100 New
JIR
1810
James Investment Research
Ohio
$445K -$10.9K -40 -2%
SAM
1811
Strategy Asset Managers
California
$444K -$32.5M -119,809 -99%
NWS
1812
Newport Wealth Strategies
California
$444K +$815 +3 +0.2%
FFW
1813
Fusion Family Wealth
New York
$442K -$5.98K -22 -1%
MC
1814
Miramar Capital
Illinois
$440K – – –
CDH
1815
Charles D. Hyman
$439K +$54.3K +200 +15%
SRC
1816
Shufro Rose & Co
New York
$438K -$64.7K -238 -13%
BFIM
1817
Beese Fulmer Investment Management
Ohio
$438K – – –
CTA
1818
Colonial Trust Advisors
South Carolina
$438K +$21.2K +78 +5%
AOWM
1819
Alpha Omega Wealth Management
Virginia
$438K +$168K +618 +66%
P
1820
&Partners
Tennessee
$436K +$82.9K +305 +25%
AIP
1821
Almanack Investment Partners
Pennsylvania
$435K -$16.6K -61 -4%
NCM
1822
Next Capital Management
New York
$434K -$7.88K -29 -2%
MWM
1823
Mascoma Wealth Management
New Hampshire
$434K +$4.08K +15 +1%
FAM
1824
Fenimore Asset Management
New York
$433K -$25.8K -95 -6%
LAIC
1825
Lederer & Associates Investment Counsel
California
$431K -$12.2K -45 -3%
71 72
73
74 75