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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
401
Covington Capital Management
California
$40M -$1.69M -4,043 -4%
LP
402
LGL Partners
Pennsylvania
$39.9M -$140K -336 -0.4%
KHLMTHM
403
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$39.9M +$7.69M +18,425 +25%
RG
404
Rathbones Group
United Kingdom
$39.8M -$3.26M -7,806 -8%
FEM
405
Fulcrum Equity Management
Texas
$39.8M +$20.2M +48,330 +108%
NW
406
NewEdge Wealth
Pennsylvania
$39.8M -$2.58M -6,191 -6%
SFG
407
SNS Financial Group
Minnesota
$39.6M -$1.51M -3,620 -4%
ATFA
408
All Terrain Financial Advisors
Minnesota
$39.6M +$548K +1,314 +1%
MCM
409
Murphy Capital Management
New Jersey
$39.5M +$8.71M +20,858 +29%
AWM
410
Activest Wealth Management
Florida
$39.4M +$1.75M +4,195 +5%
IA
411
IFG Advisory
Georgia
$38.7M +$14.3M +34,322 +61%
RMDI
412
R.M. Davis Inc
Maine
$38.1M +$1.04M +2,483 +3%
OA
413
Oakhurst Advisors
California
$38.1M +$37.1M +88,921 New
GAM
414
Gotham Asset Management
New York
$38M +$25.9M +62,135 +233%
NFC
415
Northeast Financial Consultants
Connecticut
$38M +$3.52M +8,433 +11%
CIG
416
Consolidated Investment Group
Colorado
$37.9M +$7.68M +18,400 +26%
GL
417
Graypoint LLC
New York
$37.8M +$1.01M +2,408 +3%
NC
418
NewSquare Capital
Pennsylvania
$37.6M +$1.08M +2,586 +3%
SB
419
Simmons Bank
Arkansas
$37.5M +$859K +2,057 +2%
BA
420
Birinyi Associates
Connecticut
$37.5M -$495K -1,185 -1%
BCP
421
Berkeley Capital Partners
Georgia
$37.4M +$968K +2,319 +3%
NCM
422
Novare Capital Management
North Carolina
$37.3M +$2.85M +6,837 +9%
LFS
423
Lutz Financial Services
Nebraska
$37.2M -$103K -246 -0.3%
LWMM
424
Legacy Wealth Management (Mississippi)
Mississippi
$36.9M +$377K +903 +1%
LNWWM
425
Laird Norton Wetherby Wealth Management
California
$36.8M +$14.6M +34,995 +69%
15 16
17
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