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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
776
Focus Financial Network
Minnesota
$12.5M +$622K +1,567 +5%
CWA
777
Clarity Wealth Advisors
California
$12.5M +$720K +1,813 +5%
FPW
778
Flagship Private Wealth
Massachusetts
$12.4M -$373K -940 -3%
TWM
779
Tolleson Wealth Management
Texas
$12.4M -$83K -209 -0.6%
TNBTD
780
Trustmark National Bank Trust Department
Mississippi
$12.3M +$450K +1,132 +3%
HVIA
781
Hudson Valley Investment Advisors
New York
$12.3M -$210K -529 -2%
NEPWA
782
New England Private Wealth Advisors
Massachusetts
$12.3M -$326K -821 -2%
MFS
783
Monetta Financial Services
Illinois
$12.3M – – –
NL
784
NEPC LLC
Massachusetts
$12.2M -$10M -25,200 -42%
SWM
785
Segment Wealth Management
Texas
$12.2M +$113K +284 +0.8%
KCM
786
Kennicott Capital Management
California
$12.1M +$286K +721 +2%
MNG
787
Manning & Napier Group
New York
$12.1M – – –
HFAS
788
Hummer Financial Advisory Services
Illinois
$12.1M -$21.8K -55 -0.2%
FFA
789
Fi3 Financial Advisors
Indiana
$12.1M +$728K +1,834 +6%
AF
790
Advisornet Financial
Minnesota
$12.1M +$781K +1,966 +6%
DC
791
Davenport & Co
Virginia
$12M -$2.08M -5,229 -13%
NC
792
NBW Capital
Massachusetts
$12M +$3.64M +9,162 +37%
NCA
793
Newbrook Capital Advisors
New York
$12M +$13.3M +33,600 New
OFG
794
Oxford Financial Group
Indiana
$12M +$117K +294 +0.9%
PI
795
Putnam Investments
Massachusetts
$11.9M +$5.02M +12,645 +61%
WAG
796
Winthrop Advisory Group
Massachusetts
$11.9M -$178K -449 -1%
ETC
797
Exchange Traded Concepts
Oklahoma
$11.8M -$553K -1,393 -4%
DCM
798
Davidson Capital Management
Texas
$11.8M +$1.78M +4,479 +16%
MCM
799
Monument Capital Management
Virginia
$11.8M +$8.29M +20,884 +174%
ECM
800
Evergreen Capital Management
Washington
$11.7M +$276K +695 +2%
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