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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
801
Clarity Wealth Advisors
California
$13.6M +$230K +599 +2%
NEPWA
802
New England Private Wealth Advisors
Massachusetts
$13.6M +$461K +1,200 +3%
MWM
803
MorganRosel Wealth Management
Colorado
$13.6M -$119K -310 -0.9%
TNBTD
804
Trustmark National Bank Trust Department
Mississippi
$13.6M +$377K +981 +3%
YAM
805
Yacktman Asset Management
Texas
$13.6M +$12.8M +33,197 +1,480%
NL
806
NEPC LLC
Massachusetts
$13.5M +$454K +1,181 +3%
WWM
807
Western Wealth Management
Colorado
$13.5M -$15.9M -41,458 -54%
WSTAM
808
Wilbanks Smith & Thomas Asset Management
Virginia
$13.5M -$112K -291 -0.8%
EFS
809
Essex Financial Services
Connecticut
$13.4M -$430K -1,119 -3%
SIM
810
Seaview Investment Managers
Florida
$13.4M +$884K +2,299 +7%
NCM
811
Nine27 Capital Management
New York
$13.4M +$13.5M +35,000 New
FPW
812
Flagship Private Wealth
Massachusetts
$13.4M +$69.6K +181 +0.5%
BFM
813
Boston Financial Management
Massachusetts
$13.3M +$1.78M +4,630 +15%
TWM
814
Tolleson Wealth Management
Texas
$13.3M +$13.1K +34 +0.1%
PFM
815
Patton Fund Management
Texas
$13.3M -$773K -2,012 -5%
LFG
816
Lazard Frères Gestion
France
$13.3M -$46.1K -120 -0.3%
FFA
817
Fi3 Financial Advisors
Indiana
$13.2M +$280K +729 +2%
MNG
818
Manning & Napier Group
New York
$13.2M – – –
AT
819
Arden Trust
Delaware
$13.1M +$12.8M +33,384 +4,416%
AAG
820
Armstrong Advisory Group
Massachusetts
$13M +$13.1M +34,006 New
ECM
821
Evergreen Capital Management
Washington
$12.9M +$330K +858 +3%
HFAS
822
Hummer Financial Advisory Services
Illinois
$12.9M -$55.7K -145 -0.4%
OFG
823
Oxford Financial Group
Indiana
$12.9M +$63.8K +166 +0.5%
SAMT
824
Select Asset Management & Trust
Pennsylvania
$12.8M -$3M -7,804 -19%
MFG
825
Marmo Financial Group
Tennessee
$12.8M +$12.9M +33,495 New
31 32
33
34 35