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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
876
WR Wealth Planners
Missouri
$12.9M +$698K +1,662 +6%
TIM
877
Tortoise Investment Management
New York
$12.9M -$121K -289 -1%
PA
878
PFG Advisors
Arizona
$12.9M +$461K +1,099 +4%
NEI
879
Northwest & Ethical Investments
Ontario, Canada
$12.9M +$2.69M +6,400 +28%
SAM
880
Silvercrest Asset Management
New York
$12.8M +$2.78M +6,618 +30%
EP
881
Edgestream Partners
New Jersey
$12.8M -$1.2M -2,856 -9%
VHAM
882
Van Hulzen Asset Management
California
$12.7M -$102K -244 -0.8%
WIM
883
Warwick Investment Management
Texas
$12.7M +$2.1K +5 +0%
IHWM
884
Iron Horse Wealth Management
Iowa
$12.7M +$2.33M +5,554 +24%
SB
885
Strategic Blueprint
Georgia
$12.6M +$874K +2,083 +8%
SSWM
886
Smith Salley Wealth Management
North Carolina
$12.6M -$167K -398 -1%
PAMS
887
Pictet Asset Management (Switzerland)
Switzerland
$12.6M +$11.9M +28,400 New
MNBTD
888
Moody National Bank Trust Division
Texas
$12.6M +$178K +423 +2%
FNBOMD
889
First National Bank of Mount Dora
Florida
$12.5M +$243K +579 +2%
B
890
Barings
North Carolina
$12.5M +$11.8M +28,221 New
GFP
891
Gryphon Financial Partners
Ohio
$12.5M -$30.2K -72 -0.3%
BIA
892
Bigelow Investment Advisors
Maine
$12.4M +$36.1K +86 +0.3%
SFS
893
Starfox Financial Services
Texas
$12.4M -$53.3K -127 -0.5%
CTC
894
Central Trust Company
Missouri
$12.4M +$1.36M +3,239 +13%
AIS
895
American Investment Services
Massachusetts
$12.4M +$85.6K +204 +0.7%
AA
896
Apriem Advisors
California
$12.4M +$4.99M +11,891 +74%
BFG
897
Bouchey Financial Group
New York
$12.4M +$1.27M +3,030 +12%
OFS
898
Oldfather Financial Services
Nebraska
$12.3M -$4.62K -11 -0%
LCM
899
Linker Capital Management
Kentucky
$12.3M – – –
CWC
900
Carolinas Wealth Consulting
North Carolina
$12.3M +$475K +1,131 +4%
34 35
36
37 38