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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
2326
Clark Capital Management Group
Pennsylvania
$468K +$209K +543 +85%
GA
2327
Greytown Advisors
Florida
$466K -$105K -272 -19%
PRS
2328
Pinkerton Retirement Specialists
Idaho
$466K -$771 -2 -0.2%
TFA
2329
TPG Financial Advisors
Oregon
$463K -$17K -44 -4%
JAM
2330
JCIC Asset Management
Ontario, Canada
$462K -$94.5K -245 -17%
AT
2331
Arden Trust
Delaware
$462K – – –
RWM
2332
Reston Wealth Management
Virginia
$461K +$1.93K +5 +0.4%
ERIM
2333
Eagle Ridge Investment Management
Connecticut
$460K -$218K -565 -33%
VFIC
2334
Valley Forge Investment Consultants
Pennsylvania
$459K – – –
FWM
2335
FSA Wealth Management
Massachusetts
$459K +$50.9K +132 +13%
IMOV
2336
Investment Management of Virginia
Virginia
$457K – – –
OCM
2337
Orion Capital Management
California
$457K +$309K +800 +227%
CT
2338
Columbia Trust
Oregon
$455K -$7.33K -19 -2%
TLP
2339
Trinity Legacy Partners
Texas
$453K -$88.7K -230 -17%
SAM
2340
Sawgrass Asset Management
Florida
$453K -$24.7K -64 -5%
RCM
2341
Radnor Capital Management
Pennsylvania
$452K – – –
GC
2342
Gibson Capital
Pennsylvania
$451K -$474K -1,230 -52%
KNW
2343
Kesler Norman & Wride
Utah
$449K -$34.3K -89 -7%
AFM
2344
Abbot Financial Management
Massachusetts
$449K – – –
FNFDCM
2345
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$447K – – –
BWG
2346
Beta Wealth Group
California
$447K +$435K +1,127 New
FPFS
2347
First Personal Financial Services
North Carolina
$446K -$337K -874 -44%
CPA
2348
Court Place Advisors
Maryland
$446K +$771 +2 +0.2%
RWG
2349
Ratio Wealth Group
Colorado
$444K +$107K +277 +33%
TIA
2350
Tandem Investment Advisors
South Carolina
$444K +$432K +1,121 New
92 93
94
95 96