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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
801
TownSquare Capital
Utah
$12.2M +$626K +1,420 +5%
RIM
802
Rockbridge Investment Management
New York
$12.2M -$42.8K -97 -0.3%
BC
803
Belmont Capital
California
$12.2M -$176K -400 -1%
CF
804
Copperwynd Financial
Arizona
$12.2M +$4.68M +10,605 +60%
AA
805
AlphaMark Advisors
Kentucky
$12.1M +$256K +581 +2%
SI
806
Symmetry Investments
Jersey
$12.1M -$1.2M -2,726 -9%
TFCP
807
Twin Focus Capital Partners
Massachusetts
$12.1M +$128K +290 +1%
DJSG
808
D.J. St. Germain
Massachusetts
$12.1M -$569K -1,290 -4%
GWSG
809
GPS Wealth Strategies Group
Colorado
$12M +$580K +1,314 +5%
BWA
810
BDO Wealth Advisors
Florida
$12M +$800K +1,814 +7%
GC
811
Grimes & Company
Massachusetts
$12M +$2.13M +4,833 +21%
BAM
812
Barrett Asset Management
New York
$12M +$3.63M +8,228 +42%
VAG
813
VisionPoint Advisory Group
Texas
$12M -$9.69M -21,963 -46%
CA
814
Claro Advisors
Massachusetts
$11.9M +$527K +1,195 +5%
CBB
815
Citizens Business Bank
California
$11.9M +$42.8K +97 +0.4%
LC
816
Lindbrook Capital
California
$11.8M -$436K -988 -3%
CCA
817
Childress Capital Advisors
Texas
$11.8M -$8.08M -18,314 -40%
SP
818
Successful Portfolios
Florida
$11.8M -$225K -510 -2%
SA
819
Strategic Advisors
New York
$11.8M +$2.8M +6,342 +30%
NEGWA
820
New England Guild Wealth Advisors
Connecticut
$11.7M +$223K +506 +2%
FA
821
Freestate Advisors
Kansas
$11.7M -$121M -273,852 -91%
WA
822
Winfield Associates
Ohio
$11.7M +$44.1K +100 +0.4%
PAM
823
Panagora Asset Management
Massachusetts
$11.7M +$3.72M +8,425 +45%
SAI
824
Systematic Alpha Investments
New Jersey
$11.7M – – –
GSC
825
G&S Capital
Colorado
$11.6M +$1.5M +3,405 +14%
31 32
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