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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1801
WNY Asset Management
New York
$2.28M -$79.4K -199 -3%
WMP
1802
Wealth Management Partners
Arizona
$2.28M -$174K -437 -7%
1IA
1803
1834 Investment Advisors
Wisconsin
$2.27M +$48.3K +121 +2%
OAM
1804
Occidental Asset Management
California
$2.26M -$385K -965 -15%
OHWP
1805
Oak Harbor Wealth Partners
North Carolina
$2.25M -$105K -262 -5%
RC
1806
Rovin Capital
Arizona
$2.24M -$31.9K -80 -1%
IWMA
1807
Ironwood Wealth Management (Arizona)
Arizona
$2.24M -$71.4K -179 -3%
MGWM
1808
Marks Group Wealth Management
Minnesota
$2.23M +$144K +360 +7%
SIG
1809
Sky Investment Group
Connecticut
$2.23M -$2.15M -5,388 Closed
TW
1810
Towerpoint Wealth
California
$2.23M -$3.59K -9 -0.2%
PC
1811
Permanens Capital
New York
$2.23M -$780K -1,954 -26%
IDA
1812
Intelligence Driven Advisers
California
$2.23M +$553K +1,385 +34%
RSVP
1813
Ramsay Stattman Vela & Price
Colorado
$2.22M -$41.9K -105 -2%
DFA
1814
DHK Financial Advisors
New Hampshire
$2.22M +$2.16M +5,411 New
MAM
1815
Marquette Asset Management
Minnesota
$2.22M -$4.79K -12 -0.2%
SWA
1816
SOA Wealth Advisors
New York
$2.22M -$2.39K -6 -0.1%
IIC
1817
Ironwood Investment Counsel
Arizona
$2.21M +$59K +148 +3%
P8IP
1818
Pier 88 Investment Partners
California
$2.21M +$838K +2,100 +64%
HCA
1819
Harbour Capital Advisors
Virginia
$2.21M +$5.99K +15 +0.3%
ESB
1820
Essex Savings Bank
Connecticut
$2.21M -$20.7K -52 -1%
NL
1821
NVWM LLC
Pennsylvania
$2.21M -$132K -331 -6%
PCM
1822
Parsons Capital Management
Rhode Island
$2.2M +$45.5K +114 +2%
WJA
1823
Willis Johnson & Associates
Texas
$2.2M -$231K -578 -10%
CRIG
1824
Charter Research & Investment Group
Connecticut
$2.19M +$600K +1,505 +39%
FANJ
1825
Financial Architects (New Jersey)
New Jersey
$2.18M -$694K -1,740 -25%
71 72
73
74 75