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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SPL
1901
Smart Portfolios LLC
Washington
$709K – – –
AA
1902
Aufman Associates
Pennsylvania
$707K -$25.9K -78 -4%
UF
1903
Univest Financial
Pennsylvania
$706K – – –
IAS
1904
IMA Advisory Services
Colorado
$701K – – –
ACM
1905
Ategra Capital Management
Virginia
$699K +$250K +753 +56%
SFS
1906
Strategic Financial Services
New York
$697K +$224K +675 +48%
HCA
1907
Horan Capital Advisors
Ohio
$696K – – –
DBRC
1908
D.B. Root & Company
Pennsylvania
$694K +$28.5K +86 +4%
SAM
1909
Summit Asset Management
Tennessee
$693K +$414K +1,250 +153%
YAL
1910
Your Advocates Ltd
Texas
$692K -$240K -724 -26%
TWP
1911
TFO Wealth Partners
Ohio
$691K -$90.8K -274 -12%
RSS
1912
Rosenblum Silverman Sutton
California
$690K -$20.2K -61 -3%
LRIC
1913
Long Road Investment Counsel
Michigan
$690K +$9.94K +30 +1%
CC
1914
Capital Counsel
New York
$688K – – –
CWM
1915
Concentric Wealth Management
California
$688K – – –
PWS
1916
Private Wealth Strategies
Ohio
$687K +$74.9K +226 +12%
CNB
1917
Camden National Bank
Maine
$685K -$41.1K -124 -6%
HWM
1918
HighMark Wealth Management
Minnesota
$685K -$994 -3 -0.1%
W
1919
WealthOne
New York
$685K +$20.5K +62 +3%
FCB
1920
First Command Bank
Texas
$679K – – –
FCFS
1921
First Command Financial Services
Texas
$679K – – –
HFM
1922
Harvest Fund Management
China
$679K – – –
WIA
1923
Wealthstreet Investment Advisors
Texas
$672K +$118K +357 +22%
FPFS
1924
First Personal Financial Services
North Carolina
$669K – – –
WA
1925
Wambolt & Associates
Colorado
$668K -$464K -1,401 -41%
75 76
77
78 79