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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
UAM
501
Unifi Asset Management
New York
$60.2M -$17.5M -24,196 -23%
SPC
502
Sigma Planning Corp
Michigan
$60.2M -$3.95M -5,446 -6%
BCM
503
Becker Capital Management
Oregon
$60.1M -$845K -1,165 -1%
KWMG
504
King Wealth Management Group
Florida
$60.1M -$577K -796 -1%
PW
505
Potentia Wealth
California
$59.9M -$3.45M -4,754 -6%
CG
506
Caprock Group
Idaho
$59.9M +$1.77M +2,440 +3%
LCM
507
LuminArx Capital Management
New York
$59.7M +$41.7M +57,500 +256%
S
508
SignatureFD
Georgia
$59.5M +$1.45M +2,001 +3%
AGC
509
Aspen Grove Capital
Colorado
$59.3M +$38.4K +53 +0.1%
PA
510
Prairie Advisory
Kansas
$59.3M +$57.5M +79,367 New
GIC
511
Generali Investments CEE
Czech Republic
$59.1M – – –
FNT
512
First National Trust
Pennsylvania
$59M +$706K +974 +1%
HCM
513
Hengehold Capital Management
Ohio
$58.3M +$2.74M +3,784 +5%
ARC
514
Advisor Resource Council
Texas
$58.2M +$739K +1,019 +1%
WHG
515
Westwood Holdings Group
Texas
$58.1M +$19.3M +26,636 +52%
SCC
516
Seal Cove Capital
California
$58M -$638K -880 -1%
SWM
517
Shepherd Wealth Management
Ohio
$57.8M +$124M +171,145 +580%
VA
518
Valor Advisors
Florida
$57.6M -$2.41M -3,319 -4%
FLPIM
519
F.L. Putnam Investment Management
Massachusetts
$57.4M +$81.9K +113 +0.1%
IA
520
IFP Advisors
Florida
$57.4M -$8.65M -11,928 -13%
KC
521
Kaleidoscope Capital
Massachusetts
$57.3M +$141K +194 +0.3%
GIO
522
Galilei Investment Office
United Kingdom
$57.3M – – –
MIG
523
Mariner Investment Group
New York
$57.1M +$55.4M +76,475 New
GVAG
524
Great Valley Advisor Group
Delaware
$57.1M +$2.94M +4,049 +6%
OAM
525
Oppenheimer Asset Management
New York
$56.6M -$1.41M -1,944 -2%
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