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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
951
Modera Wealth Management
New Jersey
$3.52M -$111K -428 -3%
AIS
952
American Investment Services
Massachusetts
$3.51M +$86.9K +334 +3%
SLI
953
Symetra Life Insurance
Washington
$3.5M +$16.4K +63 +0.5%
SC
954
Savant Capital
Illinois
$3.5M +$93.4K +359 +3%
TCOV
955
Trust Company of Vermont
Vermont
$3.48M -$135K -520 -4%
AJ
956
Ashburton (Jersey)
Jersey
$3.47M – – –
JFG
957
Jefferies Financial Group
New York
$3.46M +$2.98M +11,464 +764%
VCAM
958
Van Cleef Asset Management
Ohio
$3.45M -$98.8K -380 -3%
FBA
959
Front Barnett Associates
Illinois
$3.4M -$559K -2,149 -14%
ACM
960
Advisors Capital Management
New Jersey
$3.39M +$3.08M +11,844 +1,400%
EWA
961
Exencial Wealth Advisors
Oklahoma
$3.35M +$164K +631 +5%
CIA
962
Capital Investment Advisors
Georgia
$3.35M +$246K +946 +8%
W
963
Wealthfront
California
$3.33M -$1.14M -4,369 -26%
PA
964
Perennial Advisors
New York
$3.33M -$4.94K -19 -0.2%
LDB
965
Lee, Danner & Bass
Tennessee
$3.33M +$342K +1,315 +12%
NPT
966
Nixon Peabody Trust
Massachusetts
$3.33M -$62.4K -240 -2%
KJHP
967
K.J. Harrison & Partners
Ontario, Canada
$3.31M +$35.1K +135 +1%
RG
968
Rikoon Group
New Mexico
$3.3M +$57.2K +220 +2%
NFG
969
Next Financial Group
Texas
$3.3M -$672K -2,584 -17%
BWFA
970
Baltimore-Washington Financial Advisors
Maryland
$3.29M +$1.01M +3,870 +46%
FMI
971
Fiduciary Management Inc
Wisconsin
$3.29M +$3.21M +12,335 New
CBOA
972
Commonwealth Bank of Australia
Australia
$3.28M – – –
B
973
Barings
North Carolina
$3.28M +$3.2M +12,292 New
HCIA
974
Hochman Cole Investment Advisors
Illinois
$3.27M -$50.5K -194 -2%
CPIM
975
Columbia Partners Investment Management
Virginia
$3.27M – – –
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