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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Aprio Wealth Management
Georgia
$14.8M +$5.77M +17,414 +65%
BCA
602
Berman Capital Advisors
Georgia
$14.8M -$913K -2,754 -6%
TM
603
Tikvah Management
North Carolina
$14.7M – – –
KIA
604
KCM Investment Advisors
California
$14.7M -$290K -875 -2%
CWM
605
Calamos Wealth Management
Illinois
$14.7M -$2.27M -6,862 -14%
RIG
606
Ramiah Investment Group
Wisconsin
$14.7M +$439K +1,324 +3%
CTC
607
Central Trust Company
Missouri
$14.6M -$2M -6,027 -12%
ZIM
608
Zacks Investment Management
Illinois
$14.6M +$1.05M +3,157 +8%
FBFS
609
First Business Financial Services
Wisconsin
$14.6M +$431K +1,299 +3%
CCM
610
Coldstream Capital Management
Washington
$14.4M -$833K -2,512 -6%
IIA
611
IPG Investment Advisors
California
$14.3M +$1.42M +4,286 +11%
K
612
Kemper
Illinois
$14.2M -$4.68M -14,124 -25%
HI
613
Horizon Investments
North Carolina
$14.2M -$10.2M -30,896 -42%
LF
614
LifeSteps Financial
California
$14M -$216K -651 -2%
ACP
615
Aveo Capital Partners
Colorado
$14M +$13.4M +40,491 +2,958%
LWM
616
Lionsbridge Wealth Management
Florida
$14M -$5.25M -15,854 -27%
GSWM
617
Golden State Wealth Management
California
$13.9M -$1.2M -3,618 -8%
SPIO
618
Seven Post Investment Office
California
$13.8M -$5.65M -17,047 -29%
IA
619
IFG Advisors
Missouri
$13.8M +$1.29M +3,894 +10%
ST
620
Sentinel Trust
Texas
$13.7M -$826K -2,492 -6%
FT
621
Fiduciary Trust
Massachusetts
$13.7M -$129K -388 -0.9%
WFA
622
Wellspring Financial Advisors
Ohio
$13.6M -$1.09M -3,303 -8%
DPI
623
Diversified Portfolios Inc
Michigan
$13.5M -$251K -756 -2%
CS
624
Comerica Securities
Michigan
$13.5M -$944K -2,847 -7%
GIA
625
Gladstone Institutional Advisory
Florida
$13.4M +$1.27M +3,840 +11%
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