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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2101
Compass Financial Advisors
Indiana
$1.49M +$1.44M +3,129 New
CCP
2102
Clarkston Capital Partners
Michigan
$1.49M +$248K +540 +21%
IP
2103
Isthmus Partners
Wisconsin
$1.48M +$611K +1,332 +75%
VAS
2104
Valicenti Advisory Services
New York
$1.48M -$50.5K -110 -3%
OPA
2105
Old Port Advisors
Maine
$1.48M -$1.84K -4 -0.1%
MSAGDF
2106
Moneda SA Administradora General de Fondos
Chile
$1.47M +$483K +1,052 +51%
PAS
2107
Professional Advisory Services
Florida
$1.45M -$37.6K -82 -3%
MCM
2108
Mattern Capital Management
Colorado
$1.45M -$25.7K -56 -2%
ACS
2109
Archford Capital Strategies
Illinois
$1.45M -$28.5K -62 -2%
SWM
2110
Shakespeare Wealth Management
Wisconsin
$1.45M -$191K -415 -12%
9WM
2111
9258 Wealth Management
Ohio
$1.45M +$168K +367 +14%
SWK
2112
Stephen W. Kidder
$1.45M -$115K -250 -8%
TP
2113
Tranquility Partners
Tennessee
$1.45M +$306K +666 +28%
AG
2114
Ascent Group
Virginia
$1.45M +$1.52M +3,306 New
CANC
2115
Culbertson A N & Co
Virginia
$1.45M -$34.4K -75 -2%
HNWA
2116
Henrickson Nauta Wealth Advisors
Michigan
$1.44M +$1.5M +3,276 New
AA
2117
Advisory Alpha
Michigan
$1.44M -$206K -449 -13%
OWA
2118
Opal Wealth Advisors
New York
$1.43M +$1.04M +2,266 +302%
BCA
2119
Biltmore Capital Advisors
New Jersey
$1.43M -$70.7K -154 -5%
SAMC
2120
Spectrum Asset Management (California)
California
$1.43M +$262K +570 +23%
CIP
2121
Chartwell Investment Partners
Pennsylvania
$1.43M -$234K -510 -15%
SI
2122
Symmetry Investments
Jersey
$1.43M -$11.6M -25,300 -89%
WFA
2123
Wipfli Financial Advisors
Wisconsin
$1.42M -$6.89K -15 -0.5%
TRIA
2124
Trail Ridge Investment Advisors
Colorado
$1.42M +$1.37M +2,982 New
HCM
2125
Howard Capital Management
Georgia
$1.41M +$1.37M +2,976 New
83 84
85
86 87