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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1876
Silversage Advisors
California
$636K -$21K -69 -3%
WC
1877
Woodstock Corp
Massachusetts
$636K +$91.5K +300 +14%
BWM
1878
Baystate Wealth Management
Massachusetts
$634K -$1.13M -3,714 -60%
NIM
1879
Northeast Investment Management
Massachusetts
$634K -$713K -2,336 -49%
ATIA
1880
American Trust Investment Advisors
New Hampshire
$634K – – –
HCM
1881
Hutchinson Capital Management
California
$633K -$99.1K -325 -12%
LF
1882
Lantz Financial
Illinois
$633K -$22.3K -73 -3%
BA
1883
BCM Advisors
Louisiana
$632K -$47.6K -156 -6%
NCM
1884
Next Capital Management
New York
$630K -$154K -504 -17%
LDFR
1885
Lehman & Derafelo Financial Resources
Pennsylvania
$629K +$106K +348 +17%
AA
1886
Advisory Alpha
Michigan
$627K +$173K +566 +34%
DSN
1887
D. Scott Neal
Kentucky
$622K -$107K -352 -13%
TSS
1888
Two Sigma Securities
New York
$621K -$396M -1,299,522 -100%
EWM
1889
Endurance Wealth Management
Rhode Island
$621K +$38.4K +126 +6%
PMG
1890
ProVise Management Group
Florida
$619K +$79.3K +260 +12%
CAM
1891
Concorde Asset Management
Michigan
$618K +$327K +1,073 +81%
MFW
1892
Mosaic Family Wealth
Missouri
$618K +$342K +1,120 +88%
NCM
1893
Northwest Capital Management
Oregon
$617K +$915 +3 +0.1%
HC
1894
Hamilton Capital
Ohio
$615K -$733K -2,403 -50%
ZCI
1895
Zevenbergen Capital Investments
Washington
$615K – – –
BCA
1896
Biltmore Capital Advisors
New Jersey
$614K -$23.5K -77 -3%
RFA
1897
Reilly Financial Advisors
California
$613K +$15.3K +50 +2%
GC
1898
Gibson Capital
Pennsylvania
$610K – – –
CCM
1899
Chickasaw Capital Management
Tennessee
$606K +$717K +2,351 New
RCAMU
1900
Rothschild & Co Asset Management US
Connecticut
$605K -$1.13M -3,709 -61%
74 75
76
77 78