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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
401
Waverly Advisors
Alabama
$73.2M +$11.9M +20,247 +19%
BCP
402
Berkeley Capital Partners
Georgia
$73.2M +$2.91M +4,945 +4%
MCCA
403
Mill Creek Capital Advisors
Pennsylvania
$72.4M -$6.86M -11,644 -9%
TG
404
TCW Group
California
$72.4M -$5.47M -9,279 -7%
CAL
405
Capital Advisors Ltd
Ohio
$72M +$290K +492 +0.4%
QCM
406
Quantinno Capital Management
New York
$72M +$24.3M +41,250 +51%
AWM
407
Activest Wealth Management
Florida
$71M +$3.33M +5,649 +5%
EWM
408
Evercore Wealth Management
New York
$70.9M +$412K +699 +0.6%
CIG
409
Consolidated Investment Group
Colorado
$70.7M +$3.24M +5,500 +5%
FCI
410
Financial Counselors Inc
Kansas
$70.3M -$1.57M -2,668 -2%
KA
411
Klingman & Associates
New York
$70.2M -$802K -1,361 -1%
DWM
412
Dynasty Wealth Management
Florida
$69.9M -$236M -400,837 -77%
EDRH
413
Edmond de Rothschild Holding
Switzerland
$69.2M -$8.27M -14,031 -11%
SFM
414
Soros Fund Management
New York
$69.2M +$69.5M +118,000 New
NCM
415
Novare Capital Management
North Carolina
$68.8M +$1.7M +2,881 +3%
JIC
416
Joel Isaacson & Co
New York
$68.7M +$2.25M +3,818 +3%
CAG
417
Curtis Advisory Group
California
$68.5M +$3M +5,096 +5%
VVP
418
Venture Visionary Partners
Ohio
$68.1M +$2.02M +3,425 +3%
IA
419
IFG Advisors
Missouri
$67.9M +$2.59M +4,395 +4%
CA
420
Clearstead Advisors
Ohio
$67.6M +$352K +598 +0.5%
LDNAM
421
Lepercq De Neuflize Asset Management
New York
$67.5M +$67.9M +115,245 New
LMAF
422
Lepercq Multi-Asset Fund
Bermuda
$67.5M +$67.9M +115,245 New
IA
423
IFP Advisors
Florida
$67.5M +$17.9M +30,321 +36%
OWM
424
Olympus Wealth Management
Utah
$66.8M -$3.84M -6,525 -5%
FWTB
425
First Western Trust Bank
Colorado
$66.6M -$951K -1,614 -1%
15 16
17
18 19