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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
651
Citizens Business Bank
California
$9.68M -$211K -740 -2%
FIA
652
Foundations Investment Advisors
Arizona
$9.66M +$9.46M +33,222 New
SNT
653
Security National Trust
West Virginia
$9.61M -$9.97K -35 -0.1%
PFA
654
Pathway Financial Advisors
Vermont
$9.5M -$98K -344 -0.9%
KIA
655
KCM Investment Advisors
California
$9.48M -$90.8K -319 -1%
BPM
656
Bowling Portfolio Management
Ohio
$9.45M -$197K -691 -2%
WA
657
Winfield Associates
Ohio
$9.41M +$416K +1,460 +5%
GEA
658
Glen Eagle Advisors
New Jersey
$9.31M +$111K +390 +1%
AA
659
Ancora Advisors
Ohio
$9.25M -$840K -2,949 -8%
GTAM
660
Global Trust Asset Management
Florida
$9.25M +$14.2K +50 +0.2%
CS
661
Comerica Securities
Michigan
$9.24M -$103K -362 -1%
AA
662
Apriem Advisors
California
$9.2M -$175K -616 -2%
EA
663
Elm Advisors
California
$9.18M -$265K -930 -3%
AIM
664
AMI Investment Management
Indiana
$9.12M -$699K -2,455 -7%
SI
665
Scharf Investments
California
$9.08M -$4.01M -14,088 -31%
MNG
666
Manning & Napier Group
New York
$9.03M – – –
VBFG
667
Vishria Bird Financial Group
Tennessee
$9.02M -$78.9K -277 -0.9%
SAM
668
Silvercrest Asset Management
New York
$8.99M -$1.09M -3,835 -11%
HC
669
Henshaw Capital
Massachusetts
$8.98M – – –
WG
670
Welch Group
Alabama
$8.98M -$96K -337 -1%
PFS
671
Prospera Financial Services
Texas
$8.96M -$1M -3,515 -10%
VWA
672
V Wealth Advisors
Kansas
$8.93M +$1.28M +4,506 +17%
KFGK
673
Keystone Financial Group (Kentucky)
Kentucky
$8.93M +$6.91M +24,264 +383%
MWM
674
Meridian Wealth Management
Kentucky
$8.91M -$253K -888 -3%
MG
675
Meritage Group
California
$8.87M +$5.98M +20,999 +221%
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