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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2151
Concorde Asset Management
Michigan
$686K +$89.1K +231 +15%
EFL
2152
ERn Financial LLC
Wisconsin
$685K – – –
SW
2153
SkyOak Wealth
Michigan
$683K -$522K -1,354 -45%
CCA
2154
Checchi Capital Advisers
California
$680K +$23.9K +62 +4%
EWA
2155
Encompass Wealth Advisors
Oregon
$679K +$15.4K +40 +3%
ATIA
2156
American Trust Investment Advisors
New Hampshire
$677K -$2.7K -7 -0.4%
MSA
2157
Marino Stram & Associates
Massachusetts
$677K +$6.17K +16 +0.9%
SFC
2158
SYM Financial Corp
Indiana
$677K +$23.1K +60 +4%
CCM
2159
Crabel Capital Management
California
$676K -$98.3K -255 -13%
DLCIG
2160
D.L. Carlson Investment Group
New Hampshire
$674K +$303K +785 +86%
MG
2161
Meritage Group
California
$674K +$656K +1,700 New
LCM
2162
Liberty Capital Management
Michigan
$670K – – –
SAM
2163
Synergy Asset Management
Washington
$667K +$396K +1,026 +156%
PM
2164
Precept Management
Texas
$667K +$649K +1,684 New
AWMS
2165
Advocacy Wealth Management Services
Georgia
$665K – – –
PLFAM
2166
Pineno Levin & Ford Asset Management
Virginia
$664K -$270K -699 -29%
DIS
2167
Diversified Investment Strategies
Louisiana
$662K -$50.1K -130 -7%
IAA
2168
Independent Advisor Alliance
North Carolina
$660K -$269K -698 -30%
SA
2169
Sycale Advisors
New York
$660K +$733K +1,900 New
MIM
2170
Macroview Investment Management
Maryland
$658K -$3.47K -9 -0.5%
CG
2171
CFO4Life Group
Texas
$656K -$6.94K -18 -1%
FC
2172
FCA Corp
Texas
$656K – – –
HCP
2173
Hexagon Capital Partners
Arkansas
$655K – – –
ARMC
2174
American Research & Management Company
Massachusetts
$653K -$56.3K -146 -8%
DHFB
2175
Dixon Hubard Feinour & Brown
Virginia
$652K +$26.6K +69 +4%
85 86
87
88 89