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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRS
326
Edmond de Rothschild (Suisse)
Switzerland
$20.5M +$1.9M +9,343 +10%
GWM
327
Greenwich Wealth Management
Connecticut
$20.1M +$438K +2,157 +2%
BBHC
328
Brown Brothers Harriman & Co
New York
$19.8M -$15M -74,072 -42%
BFO
329
Boston Family Office
Massachusetts
$19.7M +$1.01K +5 +0%
ESG
330
Emerging Sovereign Group
New York
$19.5M – – –
CWM
331
CIBC World Markets
New York
$19.2M +$20.3M +100,239 New
AIM
332
Assured Investment Management
New York
$19.2M +$20.3M +99,998 +4,999,900%
PAMP
333
Polar Asset Management Partners
Ontario, Canada
$19.2M +$20.3M +100,000 New
FCI
334
Financial Counselors Inc
Kansas
$19.1M +$143K +707 +0.7%
ACM
335
Aviance Capital Management
Florida
$18.8M +$19.9M +98,227 New
AC
336
Alexandria Capital
Virginia
$18.8M +$363K +1,791 +2%
VFS
337
VSR Financial Services
Kansas
$18.6M -$153K -753 -0.8%
HCMNY
338
Howard Capital Management (New York)
New York
$18.6M +$667K +3,288 +4%
LNC
339
Lincoln National Corp
Pennsylvania
$18.5M +$257K +1,266 +1%
BCI
340
Brinker Capital Investments
Pennsylvania
$18.5M -$1.45M -7,166 -7%
CONA
341
Capital One National Association
New York
$18.5M +$844K +4,161 +5%
ZIG
342
Zurich Insurance Group
Switzerland
$18.4M +$19.5M +96,376 New
AC
343
Allstate Corporation
Illinois
$18.4M -$2.13M -10,500 -10%
KWMG
344
King Wealth Management Group
Florida
$18.4M -$170K -840 -0.9%
BB
345
Busey Bank
Illinois
$18.3M +$811 +4 +0%
TMAM
346
Tokio Marine Asset Management
Japan
$18.1M +$385K +1,900 +2%
CIA
347
Choate Investment Advisors
Massachusetts
$18.1M -$286K -1,412 -1%
WT
348
Washington Trust
Rhode Island
$18M -$728K -3,589 -4%
NFG
349
Nadler Financial Group
Illinois
$17.9M -$143K -705 -0.7%
PA
350
Planning Alternatives
Michigan
$17.8M -$486K -2,394 -3%
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