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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
801
Shapiro Capital Management
Georgia
$3.92M -$15.1M -65,119 -80%
WIP
802
Wellesley Investment Partners
Massachusetts
$3.91M -$949K -4,082 -20%
FANJ
803
Financial Architects (New Jersey)
New Jersey
$3.84M +$2.44M +10,502 +182%
4IG
804
440 Investment Group
Kansas
$3.81M +$3.76M +16,181 New
MNA
805
Manning & Napier Advisors
New York
$3.81M – – –
1GA
806
1st Global Advisors
Texas
$3.8M +$870K +3,745 +30%
BRWA
807
B. Riley Wealth Advisors
Florida
$3.79M -$93.2K -401 -2%
SGCA
808
Steel Grove Capital Advisors
Tennessee
$3.76M -$285K -1,226 -7%
MFW
809
Meristem Family Wealth
Minnesota
$3.76M -$672K -2,892 -15%
PHK
810
Point72 Hong Kong
Hong Kong
$3.76M -$2.58M -11,119 -41%
IIA
811
IPG Investment Advisors
California
$3.75M +$1.77M +7,610 +92%
LPC
812
Loeb Partners Corp
New York
$3.73M – – –
SCM
813
Stellar Capital Management
Arizona
$3.72M -$18.6K -80 -0.5%
AIM
814
Avity Investment Management
Connecticut
$3.69M -$62.7K -270 -2%
LPIC
815
LeJeune Puetz Investment Counsel
Michigan
$3.66M -$17.6M -75,873 -83%
IWMPD
816
Integrated Wealth Management (Palm Desert)
California
$3.65M +$691K +2,975 +24%
AAM
817
Aureus Asset Management
Massachusetts
$3.65M -$2.53M -10,890 -42%
FSA
818
Franklin Street Advisors
North Carolina
$3.63M -$13.9K -60 -0.4%
CFC
819
Coyle Financial Counsel
Illinois
$3.63M -$306K -1,317 -8%
SBH
820
Segall Bryant & Hamill
Illinois
$3.62M +$281K +1,211 +9%
VC
821
Vicus Capital
Pennsylvania
$3.6M +$6.97K +30 +0.2%
RMC
822
Regis Management Company
California
$3.6M -$53K -228 -1%
NPT
823
Nixon Peabody Trust
Massachusetts
$3.6M -$464K -1,997 -12%
WWM
824
Willingdon Wealth Management
North Carolina
$3.6M +$1.7M +7,300 +92%
TW
825
Transform Wealth
Colorado
$3.55M -$1.09M -4,684 -24%
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