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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
976
WCG Wealth Advisors
Nevada
$18.4M -$34M -50,016 -64%
PHAM
977
Palisades Hudson Asset Management
Florida
$18.4M -$307K -451 -2%
IFPG
978
Intrepid Financial Planning Group
Indiana
$18.4M -$534K -786 -3%
UW
979
Unique Wealth
Florida
$18.3M +$2.27M +3,342 +13%
AP
980
Aspect Partners
Virginia
$18.3M -$12M -17,679 -39%
HIP
981
HUB Investment Partners
Texas
$18.3M +$2.62M +3,853 +16%
OC
982
Oakworth Capital
Alabama
$18.2M -$1.85M -2,725 -9%
MC
983
Moors & Cabot
Massachusetts
$18.2M -$1.2M -1,759 -6%
SFP
984
Sandbox Financial Partners
Maryland
$18.1M +$1.51M +2,215 +9%
SB
985
Strategic Blueprint
Georgia
$18.1M +$193K +284 +1%
CI
986
CX Institutional
Indiana
$18M -$948K -1,395 -5%
SAM
987
Smithbridge Asset Management
Pennsylvania
$18M -$18.1M -26,574 -49%
CAM
988
CenterStar Asset Management
Illinois
$17.9M -$10.6M -15,624 -36%
SCM
989
Stevens Capital Management
Pennsylvania
$17.8M +$18.6M +27,381 New
BPCE
990
Bank Pictet & Cie (Europe)
Germany
$17.8M +$2.43M +3,576 +15%
PFM
991
Patton Fund Management
Texas
$17.7M +$400K +589 +2%
WA
992
Wealth Architects
California
$17.7M +$288K +424 +2%
TYCC
993
Texas Yale Capital Corp
Florida
$17.7M +$197K +290 +1%
BAM
994
BOS Asset Management
Illinois
$17.7M +$154K +227 +0.8%
MPI
995
Mairs & Power Inc
Minnesota
$17.7M +$85.7K +126 +0.5%
RMS
996
Retirement Management Systems
Maryland
$17.6M +$1.71M +2,510 +10%
PFA
997
Pettinga Financial Advisors
Indiana
$17.6M -$518K -762 -3%
FCMC
998
Founders Capital Management (Connecticut)
Connecticut
$17.6M +$20.4K +30 +0.1%
RIM
999
Rockbridge Investment Management
New York
$17.5M +$25.2K +37 +0.1%
SC
1000
Saiph Capital
New Jersey
$17.5M -$1.97M -2,900 -10%
38 39
40
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