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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$28.1M +$5.47M +14,232 +24%
CA
502
Cumberland Advisors
Florida
$28.1M -$26.1M -67,933 -48%
ZIM
503
Zacks Investment Management
Illinois
$28M +$1.29M +3,363 +5%
PCIA
504
Prime Capital Investment Advisors
Kansas
$27.9M +$15.7M +40,972 +128%
CAI
505
Capital Advisors Inc
Oklahoma
$27.9M -$236K -614 -0.8%
EPA
506
Element Pointe Advisors
Florida
$27.8M +$17.2M +44,764 +160%
VA
507
Verdad Advisers
Massachusetts
$27.7M +$27.9M +72,500 New
HCM
508
HMS Capital Management
Tennessee
$27.7M -$1.69M -4,389 -6%
LIA
509
LSP Investment Advisors
New York
$27.6M – – –
AAS
510
Ameritas Advisory Services
Nebraska
$27.4M +$7.11M +18,493 +35%
CT
511
Caldwell Trust
Florida
$27.3M -$768K -1,997 -3%
CC
512
Chanos & Company
New York
$27.3M +$27.4M +71,363 New
HFS
513
Hantz Financial Services
Michigan
$27.2M -$1.35M -3,514 -5%
4FG
514
4Thought Financial Group
New York
$27.1M +$3.38M +8,783 +14%
JCM
515
Janney Capital Management
Pennsylvania
$27M -$892K -2,322 -3%
MWM
516
Meridian Wealth Management
Kentucky
$26.9M +$1.64M +4,270 +6%
SW
517
SteelPeak Wealth
California
$26.8M -$1.57M -4,072 -6%
EWM
518
Evermay Wealth Management
Virginia
$26.7M -$657K -1,709 -2%
FLPIM
519
F.L. Putnam Investment Management
Massachusetts
$26.7M -$1.98M -5,161 -7%
KHLMTHM
520
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$26.6M – – –
BSW
521
Buckingham Strategic Wealth
Missouri
$26.6M -$1.29M -3,361 -5%
ARC
522
Advisor Resource Council
Texas
$26.6M +$691K +1,799 +3%
SC
523
Saiph Capital
New Jersey
$26.4M -$2.87M -7,466 -10%
MA
524
MKT Advisors
California
$26.4M -$1.68M -4,384 -6%
SEM
525
Strategic Equity Management
Arizona
$26.2M +$15.9M +41,498 +154%
19 20
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