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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1801
Tealwood Asset Management
Minnesota
$464K -$53K -184 -10%
PFM
1802
Peak Financial Management
Massachusetts
$463K -$17.3K -60 -4%
VDFA
1803
Vickerman & Driscoll Financial Advisors
Washington
$461K -$26.2K -91 -5%
JIR
1804
James Investment Research
Ohio
$461K – – –
FFW
1805
Fusion Family Wealth
New York
$457K – – –
SRC
1806
Shufro Rose & Co
New York
$455K – – –
AOWM
1807
Alpha Omega Wealth Management
Virginia
$454K – – –
BFIM
1808
Beese Fulmer Investment Management
Ohio
$454K – – –
FAM
1809
Fenimore Asset Management
New York
$452K +$2.88K +10 +0.7%
MWM
1810
Mascoma Wealth Management
New Hampshire
$450K – – –
DR
1811
Davis Rea
Ontario, Canada
$449K +$576 +2 +0.1%
NWS
1812
Newport Wealth Strategies
California
$448K -$13.5K -47 -3%
LAIC
1813
Lederer & Associates Investment Counsel
California
$447K – – –
CTA
1814
Colonial Trust Advisors
South Carolina
$446K -$8.64K -30 -2%
RG
1815
Renaissance Group
Kentucky
$444K – – –
AIA
1816
Armor Investment Advisors
North Carolina
$442K – – –
ATPW
1817
Ashton Thomas Private Wealth
Arizona
$441K +$14.1K +49 +3%
OC
1818
Oarsman Capital
Wisconsin
$438K +$10.9K +38 +3%
LWM
1819
Liberty Wealth Management
California
$438K +$67.1K +233 +18%
GBBWRPM
1820
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$436K +$576 +2 +0.1%
RBFC
1821
Roman Butler Fullerton & Co
Missouri
$433K -$31.1K -108 -7%
MAA
1822
Mraz Amerine & Associates
California
$433K -$12.1K -42 -3%
PCMF
1823
Private Capital Management (Florida)
Florida
$428K – – –
MPIA
1824
Mountain Pacific Investment Advisers
Idaho
$426K -$72K -250 -15%
WFM
1825
Wolff Financial Management
Michigan
$426K – – –
71 72
73
74 75