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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
676
WBH Advisory
Maryland
$1.52M +$1.53M +9,502 New
RMC
677
Regis Management Company
California
$1.51M +$1.52M +9,410 New
LWMT
678
Legacy Wealth Management (Tennessee)
Tennessee
$1.51M +$1.52M +9,414 New
TMC
679
Trellus Management Company
Florida
$1.49M +$1.5M +9,300 New
AAS
680
Annex Advisory Services
Wisconsin
$1.48M +$1.49M +9,250 New
MCM
681
Murphy Capital Management
New Jersey
$1.48M +$1.48M +9,197 New
OAM
682
Oberweis Asset Management
Illinois
$1.48M +$1.48M +9,200 New
BFPW
683
BOK Financial Private Wealth
Colorado
$1.47M +$1.48M +9,189 New
AWMS
684
Advocacy Wealth Management Services
Georgia
$1.47M +$1.48M +9,178 New
SGCA
685
Steel Grove Capital Advisors
Tennessee
$1.45M +$1.44M +8,962 New
NL
686
NWAM LLC
Washington
$1.41M +$1.42M +8,807 New
RNS
687
Robert N. Shapiro
$1.41M +$1.42M +8,794 New
SIA
688
Spruce Investment Advisors
Connecticut
$1.41M +$1.41M +8,761 New
DDPIC
689
Deroy & Devereaux Private Investment Counsel
Michigan
$1.4M +$1.41M +8,755 New
MLL
690
Moody Lynn & Lieberson
Massachusetts
$1.4M +$1.41M +8,746 New
AAC
691
Asset Advisors Corp
Georgia
$1.4M +$1.4M +8,715 New
ICOA
692
Investment Centers of America
North Dakota
$1.4M +$1.41M +8,730 New
TWA
693
TCI Wealth Advisors
Arizona
$1.38M +$1.38M +8,595 New
PFO
694
Pathstone Family Office
New Jersey
$1.38M +$1.38M +8,590 New
MWR
695
McAdams Wright Ragen
Washington
$1.37M +$1.37M +8,534 New
PCM
696
Palisade Capital Management
New Jersey
$1.35M +$1.36M +8,420 New
HSA
697
HBK Sorce Advisory
Pennsylvania
$1.35M +$1.35M +8,396 New
UR
698
USCA RIA
Texas
$1.34M +$1.35M +8,360 New
MC
699
MSF Capital
New York
$1.33M – – –
CCM
700
Compton Capital Management
Rhode Island
$1.32M +$1.32M +8,210 New
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