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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIG
626
Partners Capital Investment Group
Massachusetts
$35M -$91.9M -160,703 -74%
LSA
627
L & S Advisors
California
$35M +$15.5M +27,177 +92%
MAWCM
628
Mine & Arao Wealth Creation & Management
California
$35M -$244K -426 -0.7%
TRSOTSOK
629
Teachers Retirement System of the State of Kentucky
Kentucky
$35M – – –
CTA
630
Chesley Taft & Associates
Illinois
$34.8M -$336K -588 -1%
ZIM
631
Zacks Investment Management
Illinois
$34.7M -$2.44M -4,272 -7%
LIA
632
LSP Investment Advisors
New York
$34.6M – – –
IGAM
633
iA Global Asset Management
Quebec, Canada
$34.4M -$2.42M -4,240 -7%
JFGIW
634
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34.3M +$337K +589 +1%
HCM
635
HMS Capital Management
Tennessee
$34.1M -$575K -1,006 -2%
CWP
636
Capital Wealth Planning
Florida
$34.1M +$1.13M +1,972 +4%
MAS
637
MPWM Advisory Solutions
Georgia
$34.1M +$909K +1,591 +3%
KWA
638
Kellett Wealth Advisors
Ohio
$34.1M -$144K -252 -0.5%
AWA
639
Arkadios Wealth Advisors
Georgia
$34M +$12.6M +22,080 +67%
HAFS
640
Hapanowicz & Associates Financial Services
Pennsylvania
$33.9M +$123K +215 +0.4%
CSP
641
Cary Street Partners
Virginia
$33.8M +$22.3K +39 +0.1%
CGPCS
642
Capital Group Private Client Services
California
$33.7M +$1.69M +2,948 +6%
DWT
643
Dorsey & Whitney Trust
South Dakota
$33.7M +$4.38M +7,654 +16%
SWMG
644
Sanchez Wealth Management Group
Florida
$33.6M +$1.15M +2,006 +4%
GEA
645
Glen Eagle Advisors
New Jersey
$33.6M +$222K +388 +0.7%
VCA
646
Verdence Capital Advisors
Maryland
$33.6M +$1.36M +2,381 +5%
EWM
647
Evermay Wealth Management
Virginia
$33.6M -$776K -1,358 -2%
MWM
648
Mission Wealth Management
California
$33.4M +$1.41M +2,470 +5%
RFP
649
Roth Financial Partners
Texas
$33.3M -$308K -539 -1%
TCM
650
Thoma Capital Management
Maryland
$33.3M +$3.2M +5,590 +12%
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