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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
876
Gateway Wealth Partners
Wisconsin
$18.8M +$2.5M +4,518 +16%
P
877
&Partners
Tennessee
$18.7M +$9.45M +17,092 +110%
IFPG
878
Intrepid Financial Planning Group
Indiana
$18.7M -$1.06M -1,922 -6%
CAGAS
879
Capital Advisory Group Advisory Services
Minnesota
$18.6M +$183K +331 +1%
VCM
880
Virtue Capital Management
Tennessee
$18.5M +$4.31M +7,787 +32%
BIP
881
Blue Investment Partners
California
$18.5M -$265K -480 -1%
APWA
882
Atlas Private Wealth Advisors
New Jersey
$18.5M +$4.59M +8,298 +35%
SLC
883
Second Line Capital
Louisiana
$18.4M +$507K +917 +3%
SAM
884
Silvercrest Asset Management
New York
$18.4M +$226K +409 +1%
PTC
885
Private Trust Company
Ohio
$18.4M -$373K -675 -2%
NS
886
NBC Securities
Alabama
$18.4M +$455K +823 +3%
ARC
887
Advisor Resource Council
Texas
$18.4M -$13.4M -24,195 -43%
WAG
888
Winthrop Advisory Group
Massachusetts
$18.3M +$680K +1,230 +4%
CCB
889
Country Club Bank
Missouri
$18.3M -$13.3K -24 -0.1%
CC
890
Cornerstone Capital
California
$18.3M -$227K -411 -1%
SHF
891
Safe Harbor Fiduciary
Florida
$18.2M +$17.6M +31,800 New
ST
892
Spinnaker Trust
Maine
$18.2M +$704K +1,273 +4%
TCOTS
893
Trust Company of the South
North Carolina
$18.1M +$63.6K +115 +0.4%
RBC
894
Romano Brothers & Co
Illinois
$18.1M -$99.5K -180 -0.6%
LGA
895
Lebenthal Global Advisors
New York
$18M +$173K +312 +1%
JSSH
896
J. Safra Sarasin Holding
$18M +$5.37M +9,705 +45%
PFP
897
Paragon Financial Partners
California
$18M -$189K -341 -1%
HR
898
Hardy Reed
Mississippi
$18M – – –
DFA
899
Delta Financial Advisors
Louisiana
$18M -$2.42M -4,377 -12%
BCWM
900
Bartlett & Co Wealth Management
Ohio
$17.9M -$66.9K -121 -0.4%
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