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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
2101
Heritage Wealth Management (Arizona)
Arizona
$835K -$142K -340 -15%
AOWM
2102
Alpha Omega Wealth Management
Virginia
$835K +$2.5K +6 +0.3%
SAM
2103
Synergy Asset Management
Washington
$833K +$109K +262 +16%
GWCM
2104
Godshalk Welsh Capital Management
Pennsylvania
$827K – – –
UWPG
2105
Ullmann Wealth Partners Group
Florida
$827K – – –
PMAM
2106
Picton Mahoney Asset Management
Ontario, Canada
$822K +$801K +1,920 New
FCB
2107
First Command Bank
Texas
$820K -$20.9K -50 -3%
FCFS
2108
First Command Financial Services
Texas
$820K -$20.9K -50 -3%
TWM
2109
Titus Wealth Management
California
$817K -$531K -1,271 -40%
MMG
2110
Monetary Management Group
Missouri
$812K -$47.2K -113 -6%
NAS
2111
Nicolet Advisory Services
Wisconsin
$811K +$186K +445 +31%
HIC
2112
Holderness Investments Company
North Carolina
$811K +$264K +632 +50%
NIC
2113
Northwest Investment Counselors
Oregon
$810K -$417 -1 -0.1%
IAS
2114
IMA Advisory Services
Colorado
$810K – – –
CFMC
2115
Curbstone Financial Management Corp
New Hampshire
$809K – – –
VIM
2116
Vista Investment Management
Pennsylvania
$809K – – –
SNB
2117
Security National Bank
Nebraska
$809K +$50.1K +120 +7%
CCC
2118
Crescent Capital Consulting
Louisiana
$806K +$467K +1,118 +146%
AWA
2119
ARS Wealth Advisors
Florida
$804K +$17.9K +43 +2%
PFC
2120
Phocas Financial Corp
California
$800K +$119K +286 +18%
AAM
2121
Autus Asset Management
Arizona
$798K +$417 +1 +0.1%
TPM
2122
Triasima Portfolio Management
Quebec, Canada
$796K – – –
NWS
2123
Newport Wealth Strategies
California
$791K +$11.7K +28 +2%
WAM
2124
Weatherly Asset Management
California
$790K +$14.2K +34 +2%
CAM
2125
Cypress Asset Management
Texas
$789K -$94.8K -227 -11%
83 84
85
86 87