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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
826
Sanchez Wealth Management Group
Florida
$11.6M +$569K +1,291 +5%
TCA
827
Transcend Capital Advisors
New Jersey
$11.6M +$11.2M +25,437 New
TCM
828
Triumph Capital Management
Colorado
$11.6M -$93.1K -211 -0.8%
OL
829
Optas LLC
Texas
$11.5M – – –
SC
830
Savant Capital
Illinois
$11.5M +$59.1K +134 +0.5%
SWP
831
Strategic Wealth Partners
Ohio
$11.5M -$580K -1,314 -5%
PMFA
832
Plante Moran Financial Advisors
Michigan
$11.5M -$174K -395 -1%
BC
833
Burleson & Co
California
$11.4M -$476K -1,080 -4%
BWM
834
Brickley Wealth Management
California
$11.4M +$40.1K +91 +0.3%
WIA
835
World Investment Advisors
California
$11.4M +$38.4K +87 +0.3%
BCWM
836
Bartlett & Co Wealth Management
Ohio
$11.4M +$111K +251 +1%
SCM
837
Stordahl Capital Management
Colorado
$11.4M -$203K -461 -2%
BC
838
Bartlett & Co
Ohio
$11.4M +$111K +251 +1%
NR
839
Newfound Research
Massachusetts
$11.4M -$292K -661 -2%
NCM
840
Neumann Capital Management
California
$11.3M -$19.4K -44 -0.2%
PIM
841
Penobscot Investment Management
Massachusetts
$11.3M -$703K -1,594 -6%
JGC
842
J. Goldman & Co
New York
$11.3M +$9.58M +21,716 +472%
FMWA
843
Forvis Mazars Wealth Advisors
Missouri
$11.3M -$874K -1,981 -7%
FNBOMD
844
First National Bank of Mount Dora
Florida
$11.3M +$1.58M +3,576 +16%
MAM
845
McLean Asset Management
Virginia
$11.2M -$5.29K -12 -0%
SWA
846
SFMG Wealth Advisors
Texas
$11.2M +$417K +946 +4%
HIM
847
HawsGoodwin Investment Management
Tennessee
$11.2M +$1.61M +3,655 +16%
JWCA
848
J.W. Coons Advisors
Ohio
$11.2M -$117K -266 -1%
YIA
849
YHB Investment Advisors
Connecticut
$11.2M +$89.5K +203 +0.8%
IFG
850
Independent Financial Group
California
$11.2M +$659K +1,493 +6%
32 33
34
35 36