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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
351
CV Advisors
Florida
$78.3M +$528K +1,185 +0.7%
PAS
352
Park Avenue Securities
New York
$77.7M -$1.04M -2,334 -1%
1SB
353
1ST Source Bank
Indiana
$77.5M -$941K -2,112 -1%
RSWM
354
Robertson Stephens Wealth Management
California
$76.8M +$13.8M +30,952 +24%
EWA
355
Evolution Wealth Advisors
Florida
$76.8M +$1.79M +4,015 +3%
FPCP
356
Fort Point Capital Partners
California
$76.5M -$613K -1,377 -0.8%
TSS
357
Two Sigma Securities
New York
$75.9M -$163M -366,378 -70%
FCI
358
Financial Counselors Inc
Kansas
$75.5M +$8.75M +19,642 +14%
C
359
Certuity
Florida
$75.2M +$4.28M +9,618 +6%
B
360
Barings
North Carolina
$75.1M +$31.4M +70,465 +81%
HCMG
361
Howard Capital Management Group
California
$74.9M -$1.47M -3,301 -2%
MA
362
MSA Advisors
California
$74.2M +$69.5M +156,053 New
PWM
363
Pacific Wealth Management
California
$73.4M +$17.5M +39,278 +34%
MHS
364
M Holdings Securities
Oregon
$73.3M +$2.67M +5,996 +4%
NW
365
NewEdge Wealth
Pennsylvania
$72.8M +$1.1M +2,472 +2%
TPSF
366
Texas Permanent School Fund
Texas
$72.5M +$23.5M +52,793 +53%
MC
367
Marest Capital
California
$72.2M +$67.7M +151,929 New
PVI
368
Pine Valley Investments
New Jersey
$71.8M -$4.87M -10,935 -7%
FCH
369
Freestone Capital Holdings
Washington
$71.7M -$2.98M -6,699 -4%
GT
370
Glenview Trust
Kentucky
$71.6M +$247K +554 +0.4%
SFA
371
Sequoia Financial Advisors
Ohio
$71.1M +$21.6M +48,590 +48%
BF
372
BOK Financial
Oklahoma
$70.1M +$4.94M +11,093 +8%
G
373
GenTrust
Florida
$69.9M -$7.31M -16,403 -10%
EWM
374
Evercore Wealth Management
New York
$69.9M +$6.16M +13,826 +10%
RC
375
RBF Capital
California
$69.5M -$372K -836 -0.6%
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