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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SSCA
1901
South Shore Capital Advisors
Massachusetts
$2.07M +$387K +844 +24%
PBC
1902
Pavion Blue Capital
California
$2.07M -$18.4K -40 -0.9%
CPC
1903
Consolidated Planning Corp
Georgia
$2.07M +$372K +810 +23%
CRIG
1904
Charter Research & Investment Group
Connecticut
$2.06M -$45.9K -100 -2%
ISL
1905
Ingalls & Snyder LLC
New York
$2.06M -$53.3K -116 -3%
OPWM
1906
Oxinas Partners Wealth Management
Indiana
$2.06M -$101K -221 -5%
SDWMA
1907
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.06M +$26.6K +58 +1%
PAIM
1908
Punch & Associates Investment Management
Minnesota
$2.04M +$51.9K +113 +3%
GD
1909
Grandfield & Dodd
New York
$2.04M -$164K -358 -8%
BFIM
1910
Beese Fulmer Investment Management
Ohio
$2.04M +$172K +374 +10%
KCFA
1911
Key Client Fiduciary Advisors
New Jersey
$2.04M +$1.97M +4,289 New
CCB
1912
Cutter & Co Brokerage
Missouri
$2.02M -$1.38K -3 -0.1%
PFT
1913
Providence First Trust
Arizona
$2.02M +$16.1K +35 +0.8%
AWM
1914
Avior Wealth Management
Nebraska
$2.01M -$147K -320 -7%
HCM
1915
Hengehold Capital Management
Ohio
$2M +$459 +1 +0%
RMA
1916
Roffman Miller Associates
Pennsylvania
$2M +$2.75K +6 +0.1%
CFSG
1917
Community Financial Services Group
Vermont
$2M – – –
LJAC
1918
L.J. Altfest & Co
New York
$2M +$408K +889 +27%
SF
1919
SBK Financial
Virginia
$1.98M +$1.91M +4,171 New
IWMA
1920
Ironwood Wealth Management (Arizona)
Arizona
$1.98M -$20.2K -44 -1%
EK
1921
Evensky & Katz
Florida
$1.98M -$3.67K -8 -0.2%
TWM
1922
Titus Wealth Management
California
$1.98M +$355K +773 +23%
CPSAC
1923
Chas P. Smith & Associates (CPS)
Florida
$1.97M -$118K -256 -6%
HP
1924
Highlander Partners
Texas
$1.97M +$1.9M +4,144 New
OA
1925
Oxbow Advisors
Texas
$1.96M +$28.9K +63 +2%
75 76
77
78 79