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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
2051
Ironwood Investment Counsel
Arizona
$3.5M +$204K +356 +7%
WAM
2052
Wallington Asset Management
Indiana
$3.49M +$251K +439 +8%
MIM
2053
Macroview Investment Management
Maryland
$3.49M +$815K +1,426 +34%
PCM
2054
Parsons Capital Management
Rhode Island
$3.49M +$117K +204 +4%
DSC
2055
Duncker Streett & Co
Missouri
$3.48M +$19.4K +34 +0.6%
GC
2056
Gilbert & Cook
Iowa
$3.47M +$89.7K +157 +3%
CA
2057
Cornerstone Advisory
Maryland
$3.47M -$22.3K -39 -0.7%
RMAM
2058
Raab & Moskowitz Asset Management
New Jersey
$3.47M -$72K -126 -2%
DCM
2059
Donaldson Capital Management
Indiana
$3.46M -$1.4M -2,449 -30%
HIC
2060
Holderness Investments Company
North Carolina
$3.46M +$290K +508 +10%
BWM
2061
BankPlus Wealth Management
Mississippi
$3.45M -$14.9K -26 -0.5%
FA
2062
Fountainhead AM
New Jersey
$3.45M +$170K +298 +6%
HWM
2063
Hassell Wealth Management
Louisiana
$3.44M +$9.72K +17 +0.3%
FCB
2064
First County Bank
Connecticut
$3.43M -$193K -337 -6%
PGWM
2065
Parisi Gray Wealth Management
New Jersey
$3.42M -$52.6K -92 -2%
NG
2066
Northstar Group
New York
$3.41M +$341K +597 +12%
SPFA
2067
Summit Place Financial Advisors
New Jersey
$3.41M +$14.3K +25 +0.5%
BPC
2068
Bearing Point Capital
Minnesota
$3.41M +$205K +359 +7%
1IA
2069
1834 Investment Advisors
Wisconsin
$3.41M – – –
MSS
2070
Mitchell Sinkler & Starr
Pennsylvania
$3.4M – – –
SPC
2071
Spirepoint Private Client
Florida
$3.39M -$53.2K -93 -2%
DWM
2072
Denver Wealth Management
Colorado
$3.38M +$354K +619 +13%
FAN
2073
Financial Advisors Network
California
$3.38M +$188K +329 +6%
RYIA
2074
Roehl & Yi Investment Advisors
Oregon
$3.37M -$21.7K -38 -0.7%
OWA
2075
Octavia Wealth Advisors
Ohio
$3.37M -$362K -633 -10%
81 82
83
84 85