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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
426
Planning Alternatives
Michigan
$18.3M -$754K -3,148 -4%
CBT
427
Central Bank & Trust
Kentucky
$18.3M +$531K +2,216 +3%
AAM
428
Aberdeen Asset Management
United Kingdom
$18.3M -$1.75M -7,285 -9%
BWP
429
BSW Wealth Partners
Colorado
$18.3M +$527K +2,198 +3%
NCM
430
Novare Capital Management
North Carolina
$18.2M +$700K +2,922 +4%
SC
431
Scotia Capital
Ontario, Canada
$18.2M -$8.88M -37,048 -33%
BOTW
432
Bank of the West
California
$18.1M -$5.41M -22,570 -23%
CCM
433
Chilton Capital Management
Texas
$18.1M +$2.21M +9,219 +14%
SBA
434
Seven Bridges Advisors
New York
$17.8M +$3.82M +15,931 +28%
OTPPB
435
Ontario Teachers' Pension Plan Board
Ontario, Canada
$17.6M +$17.5M +72,963 New
BSWMG
436
Barrington Strategic Wealth Management Group
Illinois
$17.4M +$395K +1,650 +2%
HPWM
437
Highland Private Wealth Management
Washington
$17.3M +$1.03M +4,292 +6%
MBT
438
Montecito Bank & Trust
California
$17.2M -$804K -3,354 -5%
LMGAM
439
Liberty Mutual Group Asset Management
Massachusetts
$17.1M -$61.8M -258,021 -79%
EWM
440
Evercore Wealth Management
New York
$17M +$663K +2,765 +4%
ONB
441
Old National Bancorp
Indiana
$17M +$632K +2,639 +4%
CIC
442
Carnegie Investment Counsel
Ohio
$17M +$289K +1,205 +2%
MCM
443
Murphy Capital Management
New Jersey
$16.7M +$129K +538 +0.8%
WRTC
444
Wind River Trust Company
Wyoming
$16.4M – – –
LNC
445
Lincoln National Corp
Pennsylvania
$16.2M +$2.01M +8,391 +14%
MLL
446
Moody Lynn & Lieberson
Massachusetts
$16.1M -$8.96M -37,376 -36%
3AM
447
3EDGE Asset Management
Florida
$16.1M +$16M +66,600 New
PL
448
Plancorp LLC
Missouri
$16M – – –
DJSG
449
D.J. St. Germain
Massachusetts
$15.8M +$1.23M +5,123 +9%
TTWM
450
TCV Trust & Wealth Management
Virginia
$15.8M +$85.3K +356 +0.5%
16 17
18
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