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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
901
WestEnd Advisors
North Carolina
$12M -$6.7M -15,058 Closed
CHJWM
902
Carlton Hofferkamp & Jenks Wealth Management
Texas
$12M +$349K +785 +3%
MWM
903
Mission Wealth Management
California
$11.9M +$324K +727 +3%
CAGAS
904
Capital Advisory Group Advisory Services
Minnesota
$11.9M -$1.12M -2,512 -9%
FMWA
905
Forvis Mazars Wealth Advisors
Missouri
$11.8M -$203K -455 -2%
SCM
906
Stordahl Capital Management
Colorado
$11.8M -$89K -200 -0.8%
AA
907
AlphaMark Advisors
Kentucky
$11.8M +$380K +853 +3%
OSAM
908
O'Shaughnessy Asset Management
Connecticut
$11.8M +$1.36M +3,065 +13%
TCA
909
Transcend Capital Advisors
New Jersey
$11.8M +$366K +823 +3%
RTS
910
Round Table Services
New Jersey
$11.7M -$1.55M -3,474 -12%
SCM
911
Schnieders Capital Management
California
$11.7M +$167K +376 +1%
NR
912
Newfound Research
Massachusetts
$11.7M – – –
FPGK
913
Financial Partners Group (Kansas)
Kansas
$11.7M -$325K -729 -3%
BEC
914
Blue Edge Capital
Virginia
$11.6M +$158K +354 +1%
WA
915
Wealth Architects
California
$11.6M +$21.8K +49 +0.2%
CP
916
Castleview Partners
Texas
$11.6M +$11.5M +25,720 New
BFM
917
Boston Financial Management
Massachusetts
$11.6M +$932K +2,093 +9%
TA
918
TKG Advisors
Indiana
$11.5M +$814K +1,828 +8%
PFA
919
Pathway Financial Advisors
Vermont
$11.5M -$494K -1,109 -4%
CCWA
920
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.5M +$2.71M +6,082 +31%
BAM
921
Barrett Asset Management
New York
$11.5M -$812K -1,823 -7%
RFM
922
Royal Fund Management
Florida
$11.5M -$10.2K -23 -0.1%
UB
923
UMB Bank
Missouri
$11.4M -$9.79K -22 -0.1%
SFS
924
Sowell Financial Services
Arkansas
$11.4M -$6.31M -14,172 -35%
SAI
925
Systematic Alpha Investments
New Jersey
$11.4M – – –
35 36
37
38 39