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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
651
Moab Capital Partners
New York
$11.5M +$13.7M +44,790 New
PHAM
652
Palisades Hudson Asset Management
Florida
$11.5M -$5.49K -18 -0%
HCM
653
HMS Capital Management
Tennessee
$11.5M -$24.8M -81,277 -65%
WFA
654
Wellspring Financial Advisors
Ohio
$11.5M +$13.6M +44,488 New
AP
655
Appleton Partners
Massachusetts
$11.4M -$573K -1,879 -4%
WA
656
Wealth Alliance
New York
$11.4M +$4.93M +16,164 +57%
KIA
657
KCM Investment Advisors
California
$11.4M -$32.2M -105,441 -70%
FMW
658
Farr Miller & Washington
District of Columbia
$11.4M +$1.17M +3,852 +10%
GIM
659
Generation Investment Management
United Kingdom
$11.3M -$30.6M -100,270 -70%
FFN
660
Focus Financial Network
Minnesota
$11.3M +$2.05M +6,726 +18%
HFRG
661
Houlihan Financial Resource Group
Virginia
$11.3M +$46.7K +153 +0.3%
RA
662
Rational Advisors
New York
$11.3M +$7.91M +25,919 +145%
TM
663
Tikvah Management
North Carolina
$11.3M +$610K +2,000 +5%
CC
664
Chanos & Company
New York
$11.2M +$8.59M +28,157 +184%
MAM
665
Marquette Asset Management
Minnesota
$11.2M – – –
BSAM
666
Blue Sky Asset Management
Colorado
$11.2M -$8.91M -29,216 -40%
PFA
667
Pettinga Financial Advisors
Indiana
$11.1M +$1.43M +4,673 +12%
LF
668
LifeSteps Financial
California
$11.1M +$394K +1,291 +3%
KWM
669
Keebeck Wealth Management
Illinois
$11.1M – – –
PCP
670
Proficio Capital Partners
Massachusetts
$11.1M -$2.92M -9,575 -19%
CCM
671
Corsair Capital Management
New York
$11M +$3.76M +12,339 +40%
FMWA
672
Forvis Mazars Wealth Advisors
Missouri
$11M +$6.35M +20,802 +95%
IF
673
IRON Financial
Illinois
$11M +$1.65M +5,421 +15%
MIH
674
Meitav Investment House
Israel
$11M +$3.8M +12,471 +42%
AWS
675
AJ Wealth Strategies
New York
$11M +$9.52M +31,211 +275%
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