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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
2351
Carl P. Sherr & Co
Massachusetts
$694K – – –
IPW
2352
Intergy Private Wealth
Colorado
$694K +$2.38K +6 +0.3%
TGAM
2353
TBH Global Asset Management
Tennessee
$693K +$397 +1 +0.1%
AWAG
2354
ARS Wealth Advisors Group
Florida
$690K -$94.5K -238 -11%
MIA
2355
MainStreet Investment Advisors
Illinois
$689K – – –
CPWA
2356
Cerro Pacific Wealth Advisors
California
$688K -$64.3K -162 -8%
VAS
2357
Vestmark Advisory Solutions
Massachusetts
$685K +$7.94K +20 +1%
BCM
2358
Bourgeon Capital Management
Connecticut
$684K -$108K -272 -12%
AC
2359
AWM Capital
Arizona
$684K -$3.57K -9 -0.5%
ACM
2360
Ategra Capital Management
Virginia
$683K -$44.5K -112 -6%
BWCS
2361
Beirne Wealth Consulting Services
Connecticut
$683K – – –
FCM
2362
Fourpath Capital Management
Oklahoma
$683K – – –
BFG
2363
Beacon Financial Group
Texas
$680K -$26.2K -66 -3%
PCMU
2364
Paragon Capital Management (Utah)
Utah
$680K +$5.16K +13 +0.7%
SFM
2365
Spartan Fund Management
Canada
$679K -$159K -400 -17%
VIM
2366
Vista Investment Management
Pennsylvania
$679K -$4.77K -12 -0.6%
CTA
2367
Colonial Trust Advisors
South Carolina
$679K +$180K +452 +31%
HJMC
2368
Hellman Jordan Management Company
Massachusetts
$676K -$7.41M -18,665 -91%
NW
2369
Naviter Wealth
Arkansas
$676K -$2.15M -5,414 -74%
IAS
2370
IMA Advisory Services
Colorado
$676K – – –
CWM
2371
Curi Wealth Management
North Carolina
$676K +$353K +890 +89%
MSR
2372
Main Street Research
Connecticut
$673K +$510K +1,284 +214%
ETS
2373
ESL Trust Services
New York
$671K – – –
GWCM
2374
Godshalk Welsh Capital Management
Pennsylvania
$670K – – –
DWM
2375
Dorchester Wealth Management
Quebec, Canada
$670K +$7.15K +18 +1%
93 94
95
96 97