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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
1951
Thomas Story & Son
Indiana
$637K – – –
SCM
1952
Sirios Capital Management
Massachusetts
$635K +$580K +1,883 +2,116%
AFAS
1953
Acorn Financial Advisory Services
Virginia
$630K +$603K +1,958 New
VIP
1954
Vantage Investment Partners
Missouri
$629K – – –
BC
1955
Brio Consultants
California
$628K +$1.54K +5 +0.3%
AWM
1956
Altavista Wealth Management
North Carolina
$627K +$616 +2 +0.1%
CFN
1957
Cordasco Financial Network
Florida
$626K -$63.1K -205 -10%
MFT
1958
Moisand Fitzgerald Tamayo
Florida
$626K -$2.46K -8 -0.4%
GWCM
1959
Godshalk Welsh Capital Management
Pennsylvania
$623K -$8.62K -28 -1%
HA
1960
HYA Advisors
Missouri
$623K +$596K +1,935 New
VBFP
1961
Valtinson Bruner Financial Planning
Minnesota
$622K +$152K +494 +35%
MSA
1962
Marino Stram & Associates
Massachusetts
$621K +$229K +745 +63%
WU
1963
Wealthsimple US
New York
$620K +$593K +1,927 New
DC
1964
Diametric Capital
Massachusetts
$619K -$2.79M -9,047 -82%
NIM
1965
NuWave Investment Management
New Jersey
$619K -$327K -1,063 -36%
OC
1966
Oarsman Capital
Wisconsin
$618K +$1.54K +5 +0.3%
IIC
1967
Ironwood Investment Counsel
Arizona
$618K +$185K +600 +45%
FCB
1968
First Command Bank
Texas
$617K – – –
FCFS
1969
First Command Financial Services
Texas
$617K – – –
LCAM
1970
London & Capital Asset Management
United Kingdom
$614K -$39.4K -128 -6%
NL
1971
NKCFO LLC
Illinois
$611K -$24K -78 -4%
QWM
1972
QP Wealth Management
New Jersey
$610K +$573K +1,861 New
IAS
1973
IMA Advisory Services
Colorado
$609K – – –
CWM
1974
Cordatus Wealth Management
Pennsylvania
$608K – – –
WAM
1975
Weatherly Asset Management
California
$607K -$351K -1,139 -38%
77 78
79
80 81