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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
501
NTV Asset Management
West Virginia
$23.7M +$1.41M +4,579 +7%
NEPWA
502
New England Private Wealth Advisors
Massachusetts
$23.6M +$115K +372 +0.5%
CA
503
Crewe Advisors
Utah
$23.6M -$115K -372 -0.5%
FAAS
504
First Allied Advisory Services
California
$23.6M +$5.29M +17,175 +31%
RWP
505
RWA Wealth Partners
Massachusetts
$23.6M -$1.14M -3,707 -5%
DADC
506
D.A. Davidson & Co
Montana
$23.5M +$297K +966 +1%
SIM
507
Strategic Investment Management
Virginia
$23.5M – – –
CT
508
Caldwell Trust
Florida
$23.5M +$22.5M +72,932 New
PI
509
Putnam Investments
Massachusetts
$23.4M -$106K -343 -0.5%
BSAM
510
Blue Sky Asset Management
Colorado
$23.3M +$22.3M +72,481 New
SC
511
Sepio Capital
Utah
$23.2M -$208K -674 -0.9%
WAM
512
Wealthspire Advisors (Maryland)
Maryland
$23.1M -$1.11M -3,607 -5%
HW
513
Hancock Whitney
Mississippi
$23M +$1.05M +3,426 +5%
EP
514
Edgestream Partners
New Jersey
$23M +$11.7M +37,898 +113%
MCM
515
Murphy Capital Management
New Jersey
$22.8M -$64K -208 -0.3%
FSA
516
Financial Services Advisory
Maryland
$22.7M +$7.2M +23,392 +49%
PL
517
Plancorp LLC
Missouri
$22.7M +$88.4K +287 +0.4%
MGIA
518
Moneta Group Investment Advisors
Missouri
$22.6M +$912K +2,963 +4%
JT
519
Jump Trading
Illinois
$22.5M -$147M -478,926 -87%
CL
520
CPWM LLC
Washington
$22.4M +$224K +729 +1%
EWM
521
Elite Wealth Management
Washington
$22.3M +$11.1M +36,071 +108%
KIM
522
Karpus Investment Management
New York
$22.2M -$8.63M -28,042 -29%
MIAN
523
Mariner Independent Advisor Network
Kansas
$22.2M -$1.21M -3,937 -5%
BDWM
524
Brewin Dolphin Wealth Management
Ireland
$22.1M +$192K +625 +0.9%
GFS
525
GYL Financial Synergies
Connecticut
$22.1M -$38.5K -125 -0.2%
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