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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
676
Great Valley Advisor Group
Delaware
$33.5M +$1.66M +2,591 +5%
OFG
677
Oxford Financial Group
Indiana
$33.4M +$387K +604 +1%
WWM
678
Western Wealth Management
Colorado
$33.2M +$6.44M +10,047 +25%
SM
679
Stonegate Management
Illinois
$33.2M +$31.9M +49,736 New
COPPSERS
680
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$33.1M -$79.4M -123,912 -71%
AFS
681
Aft Forsyth & Sober
Florida
$32.9M – – –
GA
682
GFS Advisors
Texas
$32.9M -$2.2M -3,438 -7%
NAM
683
NorthCrest Asset Manangement
Minnesota
$32.8M -$32.7K -51 -0.1%
CA
684
Cresta Advisors
Texas
$32.8M +$1.59M +2,481 +5%
JJBC
685
James J. Burns & Company
New York
$32.8M +$4.23M +6,591 +15%
NS
686
NBC Securities
Alabama
$32.7M +$11.5M +17,893 +57%
BFO
687
Boston Family Office
Massachusetts
$32.6M -$76.9K -120 -0.2%
MHWM
688
Montz Harcus Wealth Management
Louisiana
$32.6M +$1.48M +2,309 +5%
BFWA
689
Benchmark Financial Wealth Advisors
Florida
$32.3M -$3.01M -4,698 -9%
AC
690
Avestar Capital
New York
$32.3M +$7.36M +11,488 +31%
APW
691
Austin Private Wealth
Texas
$32.3M +$10.9M +16,935 +54%
NEI
692
Northwest & Ethical Investments
Ontario, Canada
$32.2M – – –
FWM
693
FFT Wealth Management
Pennsylvania
$32.2M +$60.9K +95 +0.2%
FCA
694
Fortis Capital Advisors
Kansas
$32.2M -$317K -494 -1%
FT
695
Fiduciary Trust
Massachusetts
$32M -$560K -873 -2%
EFS
696
Essex Financial Services
Connecticut
$31.9M -$354K -553 -1%
PSP
697
Principal Street Partners
Tennessee
$31.8M -$29.3M -45,746 -49%
HPC
698
Hobart Private Capital
North Carolina
$31.7M -$1.15M -1,787 -4%
AFS
699
AFG Fiduciary Services
Massachusetts
$31.7M +$33.4M +52,149 +13%
PWM
700
Palumbo Wealth Management
New York
$31.7M +$1.49M +2,328 +5%
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