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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
226
Fort Washington Investment Advisors
Ohio
$75.7M -$21.1M -63,784 -22%
MCM
227
Model Capital Management
Massachusetts
$75.5M +$74.7M +225,540 New
WTC
228
WhitTier Trust Company
Nevada
$75.1M -$242K -730 -0.3%
BP
229
Ballentine Partners
Massachusetts
$74.9M +$6.01M +18,136 +9%
MIM
230
MetLife Investment Management
New Jersey
$74.8M +$34.6M +104,275 +88%
SFP
231
Shepherd Financial Partners
Massachusetts
$74.6M -$2.58M -7,772 -3%
CAN
232
Cetera Advisor Networks
California
$74.4M -$8.3M -25,050 -10%
BMM
233
Berkshire Money Management
Massachusetts
$74.3M +$27.1M +81,868 +58%
B
234
Bailard
California
$73M +$1.73M +5,216 +2%
MC
235
Minot Capital
Colorado
$71.8M – – –
PFPT
236
Pinnacle Financial Partners (Tennessee)
Tennessee
$70.7M -$7.63M -23,032 -10%
TC
237
Telemus Capital
Michigan
$69.6M -$85.2K -257 -0.1%
TA
238
Tiedemann Advisors
New York
$69.5M -$150K -454 -0.2%
ABTD
239
Arvest Bank Trust Division
Oklahoma
$69.5M -$762K -2,298 -1%
TF
240
Trek Financial
Arizona
$69.2M +$28M +84,541 +69%
AAS
241
Avantax Advisory Services
Texas
$68.1M +$34.2M +103,090 +103%
SPIA
242
Strategic Point Investment Advisors
Rhode Island
$68M -$1.16M -3,506 -2%
SPC
243
Sigma Planning Corp
Michigan
$67.9M +$12.3M +37,252 +23%
GWM
244
Greenwich Wealth Management
Connecticut
$67.7M +$333K +1,005 +0.5%
G
245
GenTrust
Florida
$67.6M -$2.16M -6,503 -3%
BMC
246
Benin Management Corp
Connecticut
$67.5M -$9.95M -30,030 -13%
JCM
247
JD Capital Management
Connecticut
$67M +$23.2M +70,000 +54%
TA
248
TRB Advisors
New York
$67M +$66.3M +200,000 New
BBPWM
249
Blue Bell Private Wealth Management
Pennsylvania
$66.7M +$7.87M +23,762 +14%
JPG
250
Jordan Park Group
California
$66.6M -$1.11M -3,346 -2%
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