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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
951
Brown, Lisle/Cummings
Rhode Island
$9.97M -$661K -1,721 -6%
BEC
952
Blue Edge Capital
Virginia
$9.95M -$33.4K -87 -0.3%
ST
953
Spinnaker Trust
Maine
$9.95M +$14.2K +37 +0.1%
ACI
954
Alpha Cubed Investments
California
$9.93M -$15.4K -40 -0.2%
WA
955
Wealth Architects
California
$9.85M -$58.8K -153 -0.6%
BC
956
Belmont Capital
California
$9.84M – – –
MCM
957
Monument Capital Management
Virginia
$9.81M -$2.79M -7,253 -22%
MSWM
958
Mader & Shannon Wealth Management
Missouri
$9.8M +$9.85M +25,636 New
EAM
959
Evanson Asset Management
California
$9.76M -$197K -512 -2%
GWSG
960
GPS Wealth Strategies Group
Colorado
$9.76M -$4.61K -12 -0%
SIC
961
Salem Investment Counselors
North Carolina
$9.73M +$80.7K +210 +0.8%
BAM
962
Berkshire Asset Management
Pennsylvania
$9.73M +$2.71M +7,046 +38%
SBH
963
Segall Bryant & Hamill
Illinois
$9.72M -$315K -820 -3%
PIMG
964
Patriot Investment Management Group
Tennessee
$9.72M +$3.88M +10,099 +73%
SIA
965
Soltis Investment Advisors
Utah
$9.7M +$753K +1,958 +8%
LA
966
Legacy Advisors
Pennsylvania
$9.67M +$773K +2,012 +9%
WIA
967
World Investment Advisors
California
$9.67M +$477K +1,241 +5%
SIAG
968
Safeguard Investment Advisory Group
California
$9.67M +$1.88M +4,898 +24%
SAI
969
Systematic Alpha Investments
New Jersey
$9.63M – – –
FPCM
970
Financial Partners Capital Management
New York
$9.6M +$1.38M +3,595 +17%
SCM
971
Stordahl Capital Management
Colorado
$9.59M -$76.9K -200 -0.8%
MNBTD
972
Moody National Bank Trust Division
Texas
$9.58M +$1.37M +3,571 +17%
HFS
973
Howard Financial Services
Texas
$9.58M -$389K -1,013 -4%
SCM
974
Schnieders Capital Management
California
$9.57M -$167K -434 -2%
PFA
975
Pathway Financial Advisors
Vermont
$9.56M -$36.1K -94 -0.4%
37 38
39
40 41