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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
926
Fidelis Capital Partners
Florida
$11.7M +$673K +1,604 +6%
RIG
927
Ramiah Investment Group
Wisconsin
$11.7M +$5.68M +13,543 +105%
FCMC
928
Founders Capital Management (Connecticut)
Connecticut
$11.7M -$1.57M -3,748 -12%
PWMG
929
Provence Wealth Management Group
California
$11.7M +$1.05M +2,513 +11%
CCM
930
Coldstream Capital Management
Washington
$11.7M -$948K -2,260 -8%
BIP
931
Blue Investment Partners
California
$11.7M +$1.13M +2,695 +11%
DAM
932
Deltec Asset Management
New York
$11.7M +$2.94M +7,005 +36%
SIA
933
Soltis Investment Advisors
Utah
$11.7M -$435K -1,037 -4%
PMFA
934
Plante Moran Financial Advisors
Michigan
$11.6M +$170K +404 +2%
DJSG
935
D.J. St. Germain
Massachusetts
$11.6M +$11M +26,233 New
GAM
936
GEM Asset Management
Michigan
$11.6M +$1.68K +4 +0%
MWM
937
Mission Wealth Management
California
$11.6M -$389K -928 -3%
HFS
938
Howard Financial Services
Texas
$11.6M +$395K +942 +4%
FWC
939
First Washington Corp
Washington
$11.6M – – –
SIC
940
Salem Investment Counselors
North Carolina
$11.5M +$228K +544 +2%
BC
941
Belmont Capital
California
$11.5M +$89.8K +214 +0.8%
CHJWM
942
Carlton Hofferkamp & Jenks Wealth Management
Texas
$11.5M -$255K -608 -2%
RIL
943
Rothschild Investment LLC
Illinois
$11.5M -$603K -1,436 -5%
WA
944
Wealth Architects
California
$11.4M -$13K -31 -0.1%
PP
945
Patten & Patten
Tennessee
$11.4M -$112K -268 -1%
PWM
946
Palumbo Wealth Management
New York
$11.4M -$115K -273 -1%
HWA
947
Hillcrest Wealth Advisors
New Jersey
$11.4M -$734K -1,750 -6%
GWSG
948
GPS Wealth Strategies Group
Colorado
$11.4M +$23.5K +56 +0.2%
AA
949
AlphaMark Advisors
Kentucky
$11.4M -$139K -331 -1%
BIAS
950
Beacon Investment Advisory Services
New Jersey
$11.4M +$95.3K +227 +0.9%
36 37
38
39 40