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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
926
Taurus Asset Management
New York
$7.03M -$53.9K -175 -0.8%
FFC
927
Fure Financial Corporation
Minnesota
$7.03M +$6.73M +21,841 New
DY
928
Dowling & Yahnke
California
$7.01M -$192K -622 -3%
GI
929
Glovista Investments
New Jersey
$6.99M +$6.69M +21,718 New
GIA
930
Gladstone Institutional Advisory
Florida
$6.96M -$3.77M -12,233 -36%
LOAMS
931
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.95M -$1.67M -5,431 -20%
XK
932
Xact Kapitalforvaltning
Sweden
$6.9M -$2.28M -7,399 -26%
NEGWA
933
New England Guild Wealth Advisors
Connecticut
$6.87M -$126K -409 -2%
PAS
934
Park Avenue Securities
New York
$6.87M +$2.05M +6,657 +45%
PWP
935
Personal Wealth Partners
Minnesota
$6.86M -$1.09M -3,538 -14%
C
936
Cliffwater
California
$6.83M – – –
AAMC
937
Asset Allocation & Management Company
Illinois
$6.81M +$6.52M +21,159 New
GFPC
938
Global Financial Private Client
Florida
$6.78M +$6.49M +21,079 New
ST
939
Spinnaker Trust
Maine
$6.77M -$149K -484 -2%
BWA
940
BDO Wealth Advisors
Florida
$6.76M -$468K -1,520 -7%
LCM
941
Legato Capital Management
California
$6.73M +$6.44M +20,915 New
AIS
942
American Investment Services
Massachusetts
$6.72M +$1M +3,263 +19%
DWM
943
Dakota Wealth Management
Florida
$6.7M -$4.93K -16 -0.1%
MMA
944
Miracle Mile Advisors
California
$6.69M +$1.51M +4,892 +31%
NAMP
945
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6.66M -$31.7K -103 -0.5%
WC
946
Westwind Capital
New Mexico
$6.63M +$6.34M +20,585 New
PFA
947
Paradigm Financial Advisors
Missouri
$6.62M +$172K +558 +3%
TYCC
948
Texas Yale Capital Corp
Florida
$6.61M +$177K +574 +3%
PCIA
949
Prime Capital Investment Advisors
Kansas
$6.59M +$5.99M +19,455 +1,883%
WG
950
Welch Group
Alabama
$6.58M +$19.4K +63 +0.3%
36 37
38
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