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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
876
TFO Wealth Partners
Ohio
$9.15M +$7.95M +22,401 +1,085%
PFM
877
Patton Fund Management
Texas
$9.12M -$260K -733 -3%
GLA
878
Great Lakes Advisors
Illinois
$9.11M -$213K -601 -2%
GLA
879
Good Life Advisors
Pennsylvania
$9.11M +$1.75M +4,931 +21%
MLL
880
Moody Lynn & Lieberson
Massachusetts
$9.06M -$22K -62 -0.3%
RCM
881
RNC Capital Management
California
$9.06M +$4.47M +12,590 +108%
NB
882
Nicolet Bankshares
Wisconsin
$9.05M +$899K +2,534 +12%
SBH
883
Segall Bryant & Hamill
Illinois
$9.04M +$81.6K +230 +1%
SCM
884
Schnieders Capital Management
California
$9.03M +$174K +491 +2%
EAM
885
Evanson Asset Management
California
$9.02M -$74.1K -209 -0.9%
LFASL
886
Lugano Financial Advisors SA (LFA)
Switzerland
$8.96M -$1.17M -3,311 -12%
ACM
887
Advisors Capital Management
New Jersey
$8.95M +$5.9M +16,635 +228%
AA
888
Ancora Advisors
Ohio
$8.94M -$245K -691 -3%
AA
889
AlphaMark Advisors
Kentucky
$8.94M +$387K +1,090 +5%
PA
890
Prism Advisors
California
$8.92M -$319K -898 -4%
RIM
891
Rockbridge Investment Management
New York
$8.89M +$4.26K +12 +0.1%
PA
892
Parallel Advisors
California
$8.89M -$1.41M -3,963 -14%
TC
893
TownSquare Capital
Utah
$8.88M +$2.62M +7,395 +45%
TPW
894
Tiller Private Wealth
Pennsylvania
$8.86M +$3.87M +10,901 +85%
CA
895
Calton & Associates
Florida
$8.85M -$237K -669 -3%
CG
896
Castellan Group
Kentucky
$8.84M +$8.39M +23,641 New
MCCP
897
Mission Creek Capital Partners
California
$8.8M -$575K -1,622 -6%
SWMG
898
Sanchez Wealth Management Group
Florida
$8.79M +$5.26M +14,838 +171%
CWMU
899
Caliber Wealth Management (Utah)
Utah
$8.77M +$8.33M +23,468 New
ZIG
900
Zurich Insurance Group
Switzerland
$8.76M -$1.46M -4,110 -15%
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36
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