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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
301
Csenge Advisory Group
Florida
$45.8M +$8.84M +30,195 +26%
LWA
302
Lowe Wealth Advisors
Maryland
$45.7M -$571K -1,952 -1%
MA
303
MUFG Americas
New York
$45.5M -$1.68M -5,756 -4%
BC
304
Brinker Capital
Pennsylvania
$45.4M -$1.01M -3,452 -2%
GEM
305
Global Endowment Management
North Carolina
$45.3M – – –
EWM
306
Evercore Wealth Management
New York
$45.2M +$2.02M +6,892 +5%
RC
307
RBF Capital
California
$45.1M – – –
HCMNY
308
Howard Capital Management (New York)
New York
$44.8M +$2.49M +8,511 +6%
HTC
309
Haverford Trust Company
Pennsylvania
$44.6M +$8.65M +29,552 +26%
BB
310
Bell Bank
North Dakota
$44.1M -$80.5K -275 -0.2%
FEM
311
Fulcrum Equity Management
Texas
$43.6M +$40.2M +137,225 +3,336%
1SB
312
1ST Source Bank
Indiana
$43.3M +$1.66M +5,680 +4%
MIM
313
MetLife Investment Management
New Jersey
$43.2M -$143M -487,575 -80%
BMM
314
Berkshire Money Management
Massachusetts
$43.2M -$2.88M -9,856 -7%
EDRH
315
Edmond de Rothschild Holding
Switzerland
$43.1M -$8.3M -28,343 -17%
KFGK
316
Keystone Financial Group (Kentucky)
Kentucky
$42.8M +$271K +925 +0.7%
SQA
317
Simon Quick Advisors
New Jersey
$42.5M -$3.99M -13,621 -9%
HPC
318
HM Payson & Co
Maine
$42.4M +$3.43M +11,730 +9%
RIS
319
Retirement Income Solutions
Michigan
$42.1M -$4.26M -14,558 -10%
SPIA
320
Steward Partners Investment Advisory
New York
$41.7M +$7.67M +26,211 +24%
HCM
321
HMS Capital Management
Tennessee
$41.5M +$26.4M +90,191 +202%
KA
322
Klingman & Associates
New York
$41.4M -$104K -355 -0.3%
JIC
323
Johnson Investment Counsel
Ohio
$41.2M -$1.78M -6,069 -4%
SSB
324
Sandy Spring Bank
Maryland
$41M -$692K -2,363 -2%
CFG
325
Citizens Financial Group
Rhode Island
$40.5M -$1.21M -4,141 -3%
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