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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ANB
451
Amarillo National Bank
Texas
$28M -$3.26M -10,592 -11%
VR
452
Viridian RIA
Washington
$28M +$410K +1,333 +2%
OAM
453
Oppenheimer Asset Management
New York
$27.8M +$2.43M +7,899 +10%
SS
454
Simplicity Solutions
Minnesota
$27.8M +$16.8M +54,563 +171%
FF
455
Fluent Financial
Texas
$27.7M -$127M -413,141 -83%
EWM
456
Evermay Wealth Management
Virginia
$27.7M -$278K -902 -1%
SCIM
457
Spring Creek Investment Management
Pennsylvania
$27.7M – – –
APW
458
Aurora Private Wealth
New Jersey
$27.7M +$26.3M +85,567 New
NC
459
NewSquare Capital
Pennsylvania
$27.7M +$326K +1,060 +1%
FIB
460
First Interstate Bank
Montana
$27.6M -$922K -2,995 -3%
CAS
461
Cascadia Advisory Services
Oregon
$27.5M +$26.4M +85,586 New
CAG
462
Curtis Advisory Group
California
$27.5M +$26.3M +85,473 New
SW
463
SlateStone Wealth
Florida
$27.5M +$235K +762 +0.9%
JGC
464
J. Goldman & Co
New York
$27.4M +$3.19M +10,358 +14%
SFS
465
Shaker Financial Services
Virginia
$27.4M +$22.8M +74,007 +663%
EW
466
Evoke Wealth
California
$27.1M +$1.41M +4,574 +6%
CCM
467
Condor Capital Management
New Jersey
$26.9M -$582K -1,891 -2%
CIA
468
Choate Investment Advisors
Massachusetts
$26.9M -$14.2K -46 -0.1%
SAS
469
Stelac Advisory Services
New York
$26.9M -$1.41M -4,592 -5%
CCM
470
Coldstream Capital Management
Washington
$26.9M -$1.57M -5,098 -6%
WCM
471
Washburn Capital Management
Florida
$26.8M +$25.6M +83,244 New
BRC
472
Bishop Rock Capital
New York
$26.6M -$1.37M -4,452 -5%
NP
473
Ninepoint Partners
Ontario, Canada
$26.6M +$24.7M +80,200 +3,333%
MIFH
474
Migdal Insurance & Financial Holdings
Israel
$26.5M -$2.2M -7,146 -8%
CWP
475
Capital Wealth Planning
Florida
$26.4M -$2.19M -7,108 -8%
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