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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1851
JFS Wealth Advisors
Pennsylvania
$713K +$367K +1,253 +118%
CCA
1852
Clearwater Capital Advisors
Illinois
$712K -$178K -607 -21%
PFC
1853
Poplar Forest Capital
California
$711K – – –
ZCI
1854
Zevenbergen Capital Investments
Washington
$710K -$24.3K -83 -3%
SPL
1855
Smart Portfolios LLC
Washington
$709K -$2.68M -9,145 -81%
MJRIC
1856
Mogy Joel R Investment Counsel
California
$707K -$108K -370 -14%
ETS
1857
ESL Trust Services
New York
$706K – – –
ERIM
1858
Eagle Ridge Investment Management
Connecticut
$705K -$215K -734 -24%
CCM
1859
Canal Capital Management
Virginia
$704K – – –
BWM
1860
BerganKDV Wealth Management
Minnesota
$702K +$21.4K +73 +3%
LF
1861
Lantz Financial
Illinois
$701K -$53.3K -182 -7%
IP
1862
Isthmus Partners
Wisconsin
$701K +$11.7K +40 +2%
SAMC
1863
Spectrum Asset Management (California)
California
$700K -$61.5K -210 -8%
LCC
1864
Lincoln Capital Corp
Rhode Island
$700K +$50.1K +171 +8%
PWAG
1865
Polaris Wealth Advisory Group
California
$699K – – –
MSA
1866
Marino Stram & Associates
Massachusetts
$695K -$98.6K -337 -13%
SG
1867
Strid Group
Pennsylvania
$694K +$653K +2,232 New
AFA
1868
Arlington Financial Advisors
California
$689K +$654K +2,236 New
NIM
1869
Northeast Investment Management
Massachusetts
$686K -$68.8K -235 -10%
PPCM
1870
Pillar Pacific Capital Management
California
$686K -$15.8K -54 -2%
CCM
1871
Coe Capital Management
Illinois
$683K -$5.85K -20 -0.9%
CRWM
1872
Castle Rock Wealth Management
California
$683K +$148K +505 +32%
MG
1873
Mather Group
Illinois
$683K +$388K +1,327 +149%
OR
1874
Olympiad Research
Connecticut
$680K -$384K -1,313 -37%
BFPW
1875
BOK Financial Private Wealth
Colorado
$678K -$146K -500 -19%
73 74
75
76 77