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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1876
Cornerstone Advisory
Maryland
$1.58M +$33.4K +84 +2%
SAG
1877
Spotlight Asset Group
Illinois
$1.58M +$1.68M +4,218 New
MSS
1878
Mitchell Sinkler & Starr
Pennsylvania
$1.58M +$13.9K +35 +0.8%
RWA
1879
Roberts Wealth Advisors
California
$1.57M -$5.96K -15 -0.4%
CL
1880
COWA LLC
Oklahoma
$1.57M -$864K -2,176 -33%
CWM
1881
Cahill Wealth Management
Michigan
$1.57M +$1.75M +4,403 New
MCM
1882
Morton Capital Management
California
$1.56M -$143K -360 -8%
PTC
1883
Petrus Trust Company
Texas
$1.56M – – –
BPM
1884
Bowling Portfolio Management
Ohio
$1.56M -$35.7K -90 -2%
KCFA
1885
Key Client Fiduciary Advisors
New Jersey
$1.55M +$121K +305 +8%
SIMG
1886
Sonora Investment Management Group
Arizona
$1.55M – – –
WI
1887
Wedgewood Investors
Pennsylvania
$1.55M +$54K +136 +3%
TCM
1888
Tufton Capital Management
Maryland
$1.54M -$3.97K -10 -0.2%
SC
1889
Searle & Co
Connecticut
$1.54M +$99.3K +250 +6%
CSB
1890
City State Bank
Iowa
$1.53M +$92.9K +234 +6%
AW
1891
ACG Wealth
Georgia
$1.53M -$21.4K -54 -1%
CDIA
1892
Capital Directions Investment Advisors
Georgia
$1.53M -$1.7M -4,283 Closed
EFG
1893
Erickson Financial Group
Pennsylvania
$1.53M +$1.7M +4,271 New
ACP
1894
Aveo Capital Partners
Colorado
$1.52M +$183K +460 +12%
BSB
1895
Bangor Savings Bank
Maine
$1.52M – – –
IAG
1896
Investmark Advisory Group
Connecticut
$1.51M +$496K +1,249 +42%
GP
1897
Girard Partners
Pennsylvania
$1.51M -$105K -265 -6%
APIM
1898
Agate Pass Investment Management
Washington
$1.51M – – –
BA
1899
Ballast Advisors
Minnesota
$1.51M -$408K -1,027 -20%
RFA
1900
Radnor Financial Advisors
Pennsylvania
$1.51M +$73.9K +186 +5%
74 75
76
77 78