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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
651
Tolleson Wealth Management
Texas
$15.5M – – –
AP
652
Archon Partners
New Jersey
$15.5M – – –
CS
653
Comerica Securities
Michigan
$15.4M -$415K -1,075 -3%
SAM
654
Securian Asset Management
Minnesota
$15.3M +$914K +2,370 +7%
AIP
655
Ameritas Investment Partners
Nebraska
$15.2M +$8.87M +23,002 +148%
SFG
656
Sovereign Financial Group
Connecticut
$15.1M +$98.3K +255 +0.7%
CWP
657
Curated Wealth Partners
California
$15.1M – – –
SMC
658
Smith, Moore & Co
Missouri
$15M +$691K +1,792 +5%
CPO
659
Cerity Partners OCIO
New York
$15M +$304K +788 +2%
CTC
660
Central Trust Company
Missouri
$14.9M -$2.19M -5,690 -13%
AF
661
Apexium Financial
Texas
$14.9M +$572K +1,484 +4%
TCBWMS
662
Texas Capital Bank Wealth Management Services
Texas
$14.8M +$155K +403 +1%
SI
663
SimpliFi Inc
California
$14.8M -$514K -1,334 -3%
DWT
664
Dorsey & Whitney Trust
South Dakota
$14.8M -$590K -1,530 -4%
SCP
665
Syntal Capital Partners
Texas
$14.7M -$6.09M -15,800 -30%
CCM
666
Corsair Capital Management
New York
$14.7M -$320K -829 -2%
OFG
667
Oxford Financial Group
Indiana
$14.7M +$895K +2,321 +7%
WAG
668
Winthrop Advisory Group
Massachusetts
$14.7M -$1.12M -2,897 -7%
BSG
669
Black Swift Group
Colorado
$14.6M -$2.98M -7,736 -17%
WW
670
Westshore Wealth
California
$14.6M +$14.2M +36,793 New
SAF
671
Smith Anglin Financial
Texas
$14.5M -$277K -719 -2%
PA
672
Parallel Advisors
California
$14.5M +$4.91M +12,720 +54%
PFA
673
Pettinga Financial Advisors
Indiana
$14.4M -$4.33M -11,220 -24%
PAS
674
Park Avenue Securities
New York
$14.4M +$1.4M +3,626 +11%
PCWA
675
Pacific Capital Wealth Advisors
California
$14.3M +$732K +1,897 +6%
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