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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
501
Capital Wealth Planning
Florida
$28.1M +$3.3M +8,056 +12%
TC
502
Telemus Capital
Michigan
$28.1M +$1.13M +2,755 +4%
MA
503
MKT Advisors
California
$28M +$1.5M +3,657 +5%
CWG
504
Cornerstone Wealth Group
North Carolina
$27.9M +$12.8M +31,183 +73%
WAP
505
Wealthcare Advisory Partners
Pennsylvania
$27.9M +$2.45M +5,977 +9%
EPA
506
Element Pointe Advisors
Florida
$27.6M -$312K -762 -1%
FAIM
507
Financial Advocates Investment Management
Washington
$27.6M -$5.64M -13,772 -16%
WSFS
508
Wilmington Savings Fund Society
Delaware
$27.6M -$798K -1,949 -3%
WI
509
Wintrust Investments
Illinois
$27.5M -$9.3M -22,700 -26%
ACM
510
Anfield Capital Management
California
$27.5M -$1.87M -4,563 -6%
1CP
511
1607 Capital Partners
Virginia
$27.4M +$10.7M +26,200 +56%
LIA
512
LSP Investment Advisors
New York
$27.2M – – –
VFPI
513
Vantage Financial Partners (Illinois)
Illinois
$27.2M +$442K +1,080 +2%
BSW
514
Buckingham Strategic Wealth
Missouri
$26.9M +$3M +7,320 +11%
CT
515
Caldwell Trust
Florida
$26.7M -$1.5M -3,662 -5%
DWT
516
Dorsey & Whitney Trust
South Dakota
$26.6M +$2.9M +7,082 +11%
GCM
517
Granby Capital Management
Florida
$26.6M +$6.55M +16,000 +29%
BA
518
Birinyi Associates
Connecticut
$26.5M -$3.78M -9,234 -12%
EWM
519
Evermay Wealth Management
Virginia
$26.5M -$92.6K -226 -0.3%
JFGIW
520
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.5M -$70.5K -172 -0.2%
ACM
521
Alight Capital Management
New York
$26.4M +$12.3M +30,000 +75%
HFS
522
Hantz Financial Services
Michigan
$26.4M -$101K -246 -0.4%
CL
523
CPWM LLC
Washington
$26.3M -$796K -1,942 -3%
CA
524
Cambridge Associates
Massachusetts
$26.2M -$4.99M -12,173 -15%
RSWM
525
Robertson Stephens Wealth Management
California
$26.1M -$11.9M -29,015 -30%
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