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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1926
Sonora Investment Management
Arizona
$1.08M -$50.1K -130 -5%
BFG
1927
Beacon Financial Group
Texas
$1.08M – – –
ACP
1928
Ashfield Capital Partners
California
$1.07M – – –
NAMM
1929
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.07M +$1.04M +2,705 New
AG
1930
Appleton Group
Wisconsin
$1.07M +$31.2K +81 +3%
SAM
1931
SignalPoint Asset Management
Missouri
$1.07M +$59K +153 +6%
PNAA
1932
Pictet North America Advisors
Switzerland
$1.07M -$1.32M -3,422 -56%
TP
1933
Tranquility Partners
Tennessee
$1.07M +$20.1K +52 +2%
CWAF
1934
Core Wealth Advisors (Florida)
Florida
$1.06M – – –
CWM
1935
Collaborative Wealth Management
Florida
$1.06M +$910K +2,359 New
NCM
1936
Northwest Capital Management
Oregon
$1.06M +$771 +2 +0.1%
QCM
1937
Quest Capital Management
Texas
$1.06M -$64K -166 -6%
OR
1938
Olympiad Research
Connecticut
$1.06M +$578K +1,498 +127%
9WM
1939
9258 Wealth Management
Ohio
$1.06M -$4.24K -11 -0.4%
AIM
1940
Arcadia Investment Management
Michigan
$1.06M -$405K -1,051 -28%
WIA
1941
Westbourne Investment Advisors
Maryland
$1.05M +$148K +383 +17%
AFIA
1942
America First Investment Advisors
Nebraska
$1.05M +$13.1K +34 +1%
XSC
1943
X-Square Capital
Puerto Rico
$1.05M +$113K +293 +12%
EM
1944
Excalibur Management
Massachusetts
$1.05M -$7.71K -20 -0.7%
MFG
1945
MidWestOne Financial Group
Iowa
$1.05M -$290K -751 -22%
WIC
1946
Woodmont Investment Counsel
Tennessee
$1.05M +$9.64K +25 +1%
SG
1947
Somerset Group
Minnesota
$1.04M -$77.1K -200 -7%
MG
1948
McCutchen Group
Washington
$1.04M +$118K +306 +13%
ACM
1949
American Capital Management
New York
$1.04M +$23.1K +60 +2%
AWM
1950
AllSquare Wealth Management
New York
$1.04M +$25.1K +65 +3%
76 77
78
79 80