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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2451
Selective Wealth Management
Virginia
$2.14M -$26.5K -45 -1%
OC
2452
Optima Capital
Oregon
$2.14M +$2.14M +3,632 New
BCP
2453
Blue Chip Partners
Michigan
$2.13M -$2.95K -5 -0.1%
MWM
2454
Melfa Wealth Management
Massachusetts
$2.13M -$10K -17 -0.5%
HAS
2455
HBW Advisory Services
California
$2.13M +$247K +419 +13%
SA
2456
Sage Advisors
Colorado
$2.13M +$346K +587 +19%
LPT
2457
Legacy Private Trust
Wisconsin
$2.13M -$14.1K -24 -0.7%
FPL
2458
Fortress Private Ledger
North Carolina
$2.12M +$2.13M +3,620 New
BWM
2459
BCS Wealth Management
Tennessee
$2.12M -$123K -208 -5%
TAM
2460
Trillium Asset Management
Massachusetts
$2.12M +$705K +1,197 +49%
LWIC
2461
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.12M -$26.5K -45 -1%
KFS
2462
Kelly Financial Services
Massachusetts
$2.12M -$1.2M -2,033 -36%
SL
2463
Sentry LLC
Tennessee
$2.11M – – –
JPMIA
2464
J.P. Marvel Investment Advisors
Massachusetts
$2.11M – – –
KCAM
2465
Kagan Cocozza Asset Management
New Jersey
$2.1M +$2.12M +3,590 New
SM
2466
Sensible Money
Arizona
$2.1M +$33K +56 +2%
DCM
2467
DGS Capital Management
New Jersey
$2.1M +$563K +956 +36%
HP
2468
Holistic Planning
Texas
$2.1M -$12.4K -21 -0.6%
RA
2469
Ransom Advisory
Rhode Island
$2.1M -$50.1K -85 -2%
MJRIC
2470
Mogy Joel R Investment Counsel
California
$2.1M – – –
AIA
2471
Arbor Investment Advisors
North Carolina
$2.09M +$103K +175 +5%
SIP
2472
Stoneridge Investment Partners
Pennsylvania
$2.09M -$38.3K -65 -2%
CWM
2473
Cranbrook Wealth Management
Michigan
$2.09M +$269K +457 +15%
AWM
2474
Altus Wealth Management
Kentucky
$2.09M +$232K +394 +12%
DSA
2475
Droms Strauss Advisors
Missouri
$2.08M -$158K -269 -7%
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