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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
401
Aberdeen Asset Management
United Kingdom
$15.6M +$15.6M +72,002 New
WJA
402
Williams Jones & Associates
New York
$15.5M +$2.49M +11,524 +19%
BSWMG
403
Barrington Strategic Wealth Management Group
Illinois
$15.5M -$613K -2,838 -4%
EC
404
Estate Counselors
Wisconsin
$15.5M -$1.18M -5,450 -7%
BCP
405
Berkeley Capital Partners
Georgia
$15.3M +$77.8K +360 +0.5%
B
406
Bailard
California
$15.1M -$53.8M -248,944 -78%
WG
407
Winton Group
United Kingdom
$14.8M +$8.56M +39,592 +138%
EWM
408
Evercore Wealth Management
New York
$14.7M -$328K -1,518 -2%
NCM
409
Novare Capital Management
North Carolina
$14.7M -$160K -739 -1%
MI
410
Mercer Investments
Massachusetts
$14.5M +$14.5M +67,079 +134,158%
RBC
411
Roble Belko & Company
Pennsylvania
$14.4M -$564K -2,611 -4%
MCM
412
Murphy Capital Management
New Jersey
$14.3M -$1.62M -7,495 -10%
IWA
413
Intercontinental Wealth Advisors
Texas
$14.2M +$1.69M +7,808 +13%
DSN
414
D. Scott Neal
Kentucky
$14.1M -$277K -1,283 -2%
TBA
415
Train Babcock Advisors
New York
$14.1M -$57.7K -267 -0.4%
NC
416
NewSquare Capital
Pennsylvania
$14.1M +$1.15M +5,304 +9%
LI
417
Longer Investments
Arkansas
$14M +$14M +64,890 New
CCMG
418
Clark Capital Management Group
Pennsylvania
$14M +$2.62M +12,132 +23%
ZCA
419
Zeke Capital Advisors
Pennsylvania
$14M -$5.35M -24,740 -28%
CBT
420
Central Bank & Trust
Kentucky
$13.9M -$908K -4,199 -6%
CCM
421
Chilton Capital Management
Texas
$13.9M -$29K -134 -0.2%
CONA
422
Capital One National Association
New York
$13.8M -$567K -2,621 -4%
H
423
Hexavest
Quebec, Canada
$13.7M +$12M +55,397 +685%
TCM
424
Towercrest Capital Management
Pennsylvania
$13.7M +$390K +1,803 +3%
DBIA
425
Dumont & Blake Investment Advisors
New Jersey
$13.6M -$33.5K -155 -0.2%
15 16
17
18 19