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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
1901
O'Brien Wealth Partners
Massachusetts
$605K -$180K -590 -20%
VCM
1902
Vigilant Capital Management
Maine
$604K -$336K -1,102 -32%
SG
1903
Somerset Group
Minnesota
$604K – – –
YAL
1904
Your Advocates Ltd
Texas
$602K +$45.8K +150 +7%
TAM
1905
Townsend Asset Management
North Carolina
$602K +$52.8K +173 +8%
WAM
1906
Weatherly Asset Management
California
$602K +$137K +450 +24%
ETS
1907
ESL Trust Services
New York
$599K -$30.5K -100 -4%
PFC
1908
Poplar Forest Capital
California
$595K – – –
ICM
1909
Ionic Capital Management
New York
$593K +$702K +2,300 New
CCM
1910
Canal Capital Management
Virginia
$588K -$1.45M -4,745 -68%
PPCM
1911
Pillar Pacific Capital Management
California
$588K +$6.1K +20 +0.9%
CS
1912
Candriam SCA
Luxembourg
$585K – – –
HMS
1913
Hanseatic Management Services
New Mexico
$583K +$681K +2,231 +7,693%
AFAS
1914
Acorn Financial Advisory Services
Virginia
$581K +$89.4K +293 +15%
PWAG
1915
Polaris Wealth Advisory Group
California
$580K -$390K -1,279 -36%
CCM
1916
Coe Capital Management
Illinois
$576K +$681K +2,234 New
IP
1917
Isthmus Partners
Wisconsin
$575K +$681K +2,232 New
LKIM
1918
Lawson Kroeker Investment Management
Nebraska
$571K +$12.2K +40 +2%
BWM
1919
BerganKDV Wealth Management
Minnesota
$568K -$128K -418 -16%
W
1920
WealthOne
New York
$568K -$66.8K -219 -9%
BFWA
1921
Benchmark Financial Wealth Advisors
Florida
$568K +$2.75K +9 +0.4%
BMM
1922
Buffington Mohr McNeal
Idaho
$567K -$30.5K -100 -4%
AA
1923
Aufman Associates
Pennsylvania
$564K – – –
BL
1924
Balentine LLC
Georgia
$563K +$667K +2,186 New
FCMC
1925
Founders Capital Management (Connecticut)
Connecticut
$562K -$25.6K -84 -4%
75 76
77
78 79