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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
776
Lindbrook Capital
California
$11.3M -$891K -2,310 -8%
SWP
777
Strategic Wealth Partners
Ohio
$11.2M -$234K -607 -2%
PFA
778
Pathway Financial Advisors
Vermont
$11.2M -$273K -707 -3%
WIA
779
World Investment Advisors
California
$11.2M +$97.6K +253 +0.9%
FPW
780
Flagship Private Wealth
Massachusetts
$11.2M +$2M +5,190 +23%
FFA
781
Fi3 Financial Advisors
Indiana
$11.2M +$10.9M +28,201 New
SP
782
Successful Portfolios
Florida
$11.2M +$45.9K +119 +0.4%
WB
783
WesBanco Bank
West Virginia
$11.1M +$10.8M +28,131 New
RTS
784
Round Table Services
New Jersey
$11.1M -$1.04M -2,686 -9%
CHJWM
785
Carlton Hofferkamp & Jenks Wealth Management
Texas
$11.1M -$410K -1,062 -4%
APWA
786
Atlas Private Wealth Advisors
New Jersey
$11.1M +$3.99M +10,359 +59%
SFA
787
Sequoia Financial Advisors
Ohio
$11.1M -$2.06M -5,337 -16%
MBT
788
Montecito Bank & Trust
California
$11.1M -$2.22M -5,769 -17%
TPW
789
Tiller Private Wealth
Pennsylvania
$11M +$1.6M +4,142 +17%
AF
790
Advisornet Financial
Minnesota
$11M -$360K -934 -3%
PMFA
791
Plante Moran Financial Advisors
Michigan
$10.9M +$503K +1,305 +5%
PCP
792
Proficio Capital Partners
Massachusetts
$10.9M -$654K -1,697 -6%
YIA
793
YHB Investment Advisors
Connecticut
$10.9M +$53.2K +138 +0.5%
WA
794
Winfield Associates
Ohio
$10.8M -$189K -490 -2%
AC
795
Avestar Capital
New York
$10.8M -$4.52M -11,731 -31%
FA
796
Fiducient Advisors
Illinois
$10.8M +$99.5K +258 +1%
NEGWA
797
New England Guild Wealth Advisors
Connecticut
$10.8M -$93.3K -242 -0.9%
CLOS
798
Compagnie Lombard Odier SCmA
Switzerland
$10.7M -$174K -450 -2%
BTWM
799
Baker Tilly Wealth Management
Wisconsin
$10.7M +$430K +1,115 +4%
OL
800
Optas LLC
Texas
$10.7M – – –
30 31
32
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