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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
651
Burt Wealth Advisors
Maryland
$21.3M -$130K -293 -0.6%
IGAM
652
iA Global Asset Management
Quebec, Canada
$21.2M -$18.5M -41,542 -46%
VCA
653
Verdence Capital Advisors
Maryland
$21.1M +$1.51M +3,403 +7%
TC
654
TownSquare Capital
Utah
$21.1M -$5.84M -13,127 -21%
PWPS
655
Pinnacle Wealth Planning Services
Ohio
$21.1M +$97.8K +220 +0.4%
OFG
656
Oxford Financial Group
Indiana
$21.1M +$2.45M +5,511 +13%
FNC
657
First National Corp
Massachusetts
$21M +$109K +245 +0.5%
SF
658
Summit Financial
New Jersey
$21M -$3.97M -8,918 -15%
ACH
659
Axis Capital Holdings
$21M -$15.1M -34,052 -41%
AFS
660
Aft Forsyth & Sober
Florida
$21M – – –
AIP
661
ARS Investment Partners
New York
$20.9M -$42.7K -96 -0.2%
VWA
662
V Wealth Advisors
Kansas
$20.9M -$15.5M -34,899 -42%
OPCM
663
Osborne Partners Capital Management
California
$20.8M +$39.6K +89 +0.2%
CGL
664
Clarius Group LLC
Washington
$20.8M -$2.04M -4,596 -9%
BWP
665
BSW Wealth Partners
Colorado
$20.8M -$429K -964 -2%
PWMAG
666
Pinnacle Wealth Management Advisory Group
New Jersey
$20.7M -$821K -1,846 -4%
ACA
667
Aptus Capital Advisors
Alabama
$20.7M +$14.8M +33,214 +218%
KPWS
668
Kestra Private Wealth Services
Texas
$20.6M +$4.43M +9,956 +26%
PAM
669
Palisade Asset Management
Minnesota
$20.6M -$47.1K -106 -0.2%
GEA
670
Glen Eagle Advisors
New Jersey
$20.6M +$178K +401 +0.8%
MHWM
671
Montz Harcus Wealth Management
Louisiana
$20.5M +$888K +1,997 +4%
KWM
672
Keebeck Wealth Management
Illinois
$20.5M +$20.9K +47 +0.1%
BJL
673
Brighton Jones LLC
Washington
$20.3M +$613K +1,378 +3%
TC
674
Telemus Capital
Michigan
$20.3M -$2.65M -5,950 -11%
WA
675
Waverly Advisors
Alabama
$20.2M +$1.68M +3,781 +9%
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