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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2101
Buckhead Capital Management
Georgia
$447K – – –
RG
2102
Renaissance Group
Kentucky
$446K -$40K -130 -9%
HPCM
2103
High Pointe Capital Management
Illinois
$445K -$20K -65 -4%
MPW
2104
Monterey Private Wealth
California
$445K +$426K +1,382 New
FP
2105
Financial Perspectives
Minnesota
$444K +$424K +1,378 New
SAM
2106
SignalPoint Asset Management
Missouri
$439K -$45.9K -149 -10%
HIC
2107
Hartline Investment Corp
Illinois
$437K – – –
BFA
2108
Bluestem Financial Advisors
Illinois
$437K +$418K +1,358 New
IWP
2109
Insight Wealth Partners
Texas
$437K +$418K +1,359 New
LI
2110
Lafayette Investments
Maryland
$436K +$49.9K +162 +14%
QC
2111
QCM Cayman
Texas
$436K +$110K +358 +36%
OBGC
2112
O'Brien Greene & Co
Pennsylvania
$435K -$1.85K -6 -0.4%
CM
2113
Capital Management
Virginia
$435K – – –
HCM
2114
Hillman Capital Management
Maryland
$435K +$416K +1,350 New
ZB
2115
Zions Bancorporation
Utah
$433K -$783K -2,542 -65%
WA
2116
WealthTrust Axiom
Pennsylvania
$432K +$9.24K +30 +2%
LWM
2117
Laidlaw Wealth Management
New York
$431K +$413K +1,340 New
ML
2118
McAdam LLC
Pennsylvania
$428K -$11.4K -37 -3%
JA
2119
JVL Associates
Michigan
$428K +$62.2K +202 +18%
PA
2120
PSI Advisors
Florida
$427K +$409K +1,328 New
CAM
2121
Concorde Asset Management
Michigan
$426K -$98.8K -321 -20%
MCM
2122
McRae Capital Management
New Jersey
$425K – – –
VDFA
2123
Vickerman & Driscoll Financial Advisors
Washington
$424K -$17.9K -58 -4%
OCM
2124
Orser Capital Management
Texas
$422K – – –
DLG
2125
Daniel L. Goodwin
$422K +$616 +2 +0.2%
83 84
85
86 87