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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
401
Westshore Wealth
California
$46.8M +$5.59M +12,561 +13%
BB
402
Berkshire Bank
Massachusetts
$46.7M -$901K -2,026 -2%
KFBMI
403
Kentucky Farm Bureau Mutual Insurance
Kentucky
$46.6M – – –
AGA
404
Arkos Global Advisors
Texas
$46.3M -$3.61M -8,127 -7%
GW
405
GW & Wade
Massachusetts
$45.8M -$504K -1,134 -1%
OAC
406
OMERS Administration Corp
Ontario, Canada
$45.8M +$1.78M +4,000 +4%
BB
407
Busey Bank
Illinois
$45.7M -$219K -493 -0.5%
HWA
408
Heritage Wealth Advisors
Virginia
$45.4M -$6.4M -14,381 -12%
LWMM
409
Legacy Wealth Management (Mississippi)
Mississippi
$45.4M -$603K -1,355 -1%
YCM
410
Yousif Capital Management
Michigan
$45.3M +$13.8M +31,051 +41%
SEM
411
Strategic Equity Management
Arizona
$45.2M +$15.3M +34,502 +48%
CIS
412
Connors Investor Services
Pennsylvania
$45.2M -$2.06M -4,625 -4%
SAMT
413
Select Asset Management & Trust
Pennsylvania
$45.2M +$2.41M +5,429 +5%
JIC
414
Joel Isaacson & Co
New York
$44.9M +$915K +2,058 +2%
AWM
415
Activest Wealth Management
Florida
$44.6M -$757K -1,702 -2%
AIM
416
Allen Investment Management
New York
$44.4M +$910K +2,047 +2%
MPPLM
417
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$44.3M +$32K +72 +0.1%
BT
418
Brandywine Trust
Delaware
$44.1M +$1.96M +4,415 +4%
DJFS
419
Dean Jacobson Financial Services
Texas
$43.4M +$486K +1,092 +1%
RFC
420
Regions Financial Corp
Alabama
$43.4M -$525K -1,180 -1%
GRP
421
Global Retirement Partners
California
$43.2M +$1.09M +2,445 +2%
BCM
422
Becker Capital Management
Oregon
$43.2M +$603K +1,356 +1%
SFA
423
Sequoia Financial Advisors
Ohio
$43.1M -$2.28M -5,117 -5%
WAM
424
Wolverine Asset Management
Illinois
$42.8M -$445M -1,000,458 -91%
SAM
425
Silverback Asset Management
North Carolina
$42.7M +$44.5M +100,000 New
15 16
17
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