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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NEGWA
801
New England Guild Wealth Advisors
Connecticut
$7.66M +$2.55M +8,375 +39%
AIC
802
Ameritas Investment Company
Nebraska
$7.62M +$1.46M +4,793 +19%
CWS
803
Cypress Wealth Services
California
$7.61M +$2M +6,558 +29%
MNG
804
Manning & Napier Group
New York
$7.61M – – –
IA
805
IFG Advisors
Missouri
$7.6M -$2.32M -7,595 -20%
PC
806
Premise Capital
Illinois
$7.6M -$54.6M -179,149 -86%
CC
807
Carrhae Capital
United Kingdom
$7.59M +$8.99M +29,456 New
PAS
808
Park Avenue Securities
New York
$7.58M +$2.47M +8,090 +38%
CI
809
Cordant Inc
Oregon
$7.58M -$561K -1,839 -6%
QAM
810
QCI Asset Management
New York
$7.56M -$22.9K -75 -0.3%
EA
811
Elm Advisors
California
$7.55M -$111K -364 -1%
SP
812
Successful Portfolios
Florida
$7.52M +$447K +1,465 +5%
JWM
813
Jackson Wealth Management
Florida
$7.5M -$21.1M -69,257 -73%
JWM
814
JGP Wealth Management
Oregon
$7.43M -$2.32M -7,598 -22%
CHJWM
815
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.42M +$1.07M +3,521 +16%
CC
816
Courier Capital
New York
$7.4M – – –
HC
817
HNP Capital
New York
$7.4M +$4.45M +14,590 +117%
CWC
818
Carolinas Wealth Consulting
North Carolina
$7.38M +$7.03M +23,045 +422%
JWCA
819
J.W. Coons Advisors
Ohio
$7.34M +$8.69M +28,485 New
WWM
820
Willingdon Wealth Management
North Carolina
$7.3M -$1.55M -5,088 -15%
KAH
821
Kathryn A. Hall
$7.3M – – –
NEI
822
Northwest & Ethical Investments
Ontario, Canada
$7.29M +$1.52K +5 +0%
PA
823
Parallel Advisors
California
$7.28M +$701K +2,298 +9%
SI
824
SimpliFi Inc
California
$7.26M +$4.57M +14,969 +114%
TAM
825
Tradition Asset Management
Virginia
$7.24M +$27.8K +91 +0.3%
31 32
33
34 35