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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2051
Canal Capital Management
Virginia
$1.72M -$76.8K -183 -5%
BDF
2052
Black Diamond Financial
Maryland
$1.71M – – –
WPW
2053
Watershed Private Wealth
Illinois
$1.71M -$497K -1,184 -23%
CWM
2054
CCG Wealth Management
California
$1.71M -$79.7K -190 -5%
MCWS
2055
McKinley Carter Wealth Services
West Virginia
$1.71M -$839 -2 -0.1%
RWPA
2056
Richard W. Paul & Associates
Michigan
$1.71M +$270K +644 +20%
ECM
2057
Exchange Capital Management
Michigan
$1.71M +$421K +1,002 +35%
CA
2058
Cambridge Advisors
Nebraska
$1.71M – – –
TAM
2059
Trillium Asset Management
Massachusetts
$1.7M -$218K -519 -12%
ACS
2060
Archford Capital Strategies
Illinois
$1.7M +$15.1K +36 +1%
PWM
2061
PBMares Wealth Management
Virginia
$1.7M – – –
NYLIM
2062
New York Life Investment Management
New York
$1.69M -$93.6K -223 -6%
API
2063
Advisor Partners II
California
$1.69M -$16.8K -40 -1%
CSA
2064
Cottage Street Advisors
Massachusetts
$1.69M +$6.71K +16 +0.4%
MWAM
2065
Manhattan West Asset Management
California
$1.69M +$344K +820 +27%
BONST
2066
Bank of Nova Scotia Trust
Ontario, Canada
$1.68M +$31.5K +75 +2%
PWM
2067
Prosperity Wealth Management
California
$1.68M +$319K +761 +25%
ESBC
2068
E.S. Barr & Co
Kentucky
$1.68M -$21K -50 -1%
FWM
2069
FMB Wealth Management
California
$1.67M – – –
APS
2070
American Planning Services
Florida
$1.67M -$5.88K -14 -0.4%
JWM
2071
JFG Wealth Management
Colorado
$1.66M +$1.58M +3,753 New
DSA
2072
Droms Strauss Advisors
Missouri
$1.66M -$52.5K -125 -3%
APIM
2073
Agate Pass Investment Management
Washington
$1.66M -$39K -93 -2%
FPFS
2074
First Personal Financial Services
North Carolina
$1.66M -$16.8K -40 -1%
WAS
2075
Winch Advisory Services
Wisconsin
$1.66M -$167K -398 -10%
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83
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