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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2326
Fingerlakes Wealth Management
New York
$957K -$1.2K -3 -0.1%
SIM
2327
Stratos Investment Management
Ohio
$956K -$5.59K -14 -0.6%
CI
2328
Cigna Investments
Connecticut
$954K -$219K -550 -19%
BBNB
2329
Baker Boyer National Bank
Washington
$952K -$12.4K -31 -1%
WIM
2330
WealthPlan Investment Management
Nebraska
$951K -$1.32M -3,309 -59%
AWM
2331
Altus Wealth Management
Kentucky
$949K -$466K -1,169 -34%
IP
2332
Intellectus Partners
California
$946K +$79.8K +200 +10%
MIG
2333
McGuire Investment Group
Rhode Island
$945K – – –
HWA
2334
Heartwood Wealth Advisors
Virginia
$943K +$202K +506 +28%
BAM
2335
Bosun Asset Management
Illinois
$942K – – –
UF
2336
Univest Financial
Pennsylvania
$939K – – –
SG
2337
Sharper & Granite
California
$938K -$116K -290 -11%
JFA
2338
JNBA Financial Advisors
Minnesota
$938K -$104K -261 -10%
AF
2339
Alerus Financial
North Dakota
$938K -$99.3K -249 -10%
VIA
2340
Vident Investment Advisory
Georgia
$933K +$909K +2,279 New
SFM
2341
Stack Financial Management
Montana
$931K -$236K -591 -21%
NAMM
2342
NorthStar Asset Management (Massachusetts)
Massachusetts
$930K -$155K -388 -15%
PL
2343
Parthenon LLC
Kentucky
$930K – – –
4WM
2344
4J Wealth Management
Virginia
$930K – – –
ML
2345
Mayport LLC
Massachusetts
$929K +$12K +30 +1%
EIM
2346
Essex Investment Management
Massachusetts
$929K -$2.65M -6,653 -75%
E
2347
ETFidea
New York
$929K +$31.5K +79 +4%
LWMG
2348
Levy Wealth Management Group
Pennsylvania
$928K -$42.7K -107 -5%
BMA
2349
Brooks Moore & Associates
Tennessee
$927K -$39.9K -100 -4%
TAM
2350
Townsend Asset Management
North Carolina
$926K +$12K +30 +1%
92 93
94
95 96