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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1001
Graham Capital Management
Connecticut
$20.8M +$20.2M +27,900 New
FTA
1002
Financial & Tax Architects
Missouri
$20.8M -$1.29M -1,773 -6%
SB
1003
Strategic Blueprint
Georgia
$20.8M +$59.5K +82 +0.3%
HCM
1004
Howland Capital Management
Massachusetts
$20.8M +$662K +913 +3%
GFA
1005
Gallagher Fiduciary Advisors
Illinois
$20.7M -$11.3B -15,554,239 -100%
SP
1006
Sherman Porfolios
Idaho
$20.7M -$273K -377 -1%
OG
1007
Odyssey Group
Pennsylvania
$20.7M +$20.1M +27,723 New
CPA
1008
Compass Planning Associates
Massachusetts
$20.7M -$814K -1,123 -4%
IPW
1009
Invictus Private Wealth
Colorado
$20.7M -$537K -740 -3%
HIIFS
1010
Harel Insurance Investments & Financial Services
Israel
$20.7M -$37.7M -51,972 -65%
OC
1011
Oakworth Capital
Alabama
$20.6M -$253K -349 -1%
SAM
1012
Smithbridge Asset Management
Pennsylvania
$20.6M -$58.7K -81 -0.3%
WA
1013
Wealth Architects
California
$20.6M +$215K +296 +1%
SEIA
1014
Signature Estate & Investment Advisors
California
$20.5M -$4.62M -6,371 -19%
WETS
1015
Wealth Enhancement Trust Services
South Dakota
$20.5M +$1.59M +2,195 +9%
HH
1016
Hilltop Holdings
Texas
$20.5M +$529K +729 +3%
SWA
1017
Sax Wealth Advisors
New Jersey
$20.5M +$1.69M +2,325 +8%
MA
1018
Marquette Associates
Illinois
$20.4M +$4.86M +6,705 +33%
BIAS
1019
Beacon Investment Advisory Services
New Jersey
$20.3M -$1.55M -2,144 -7%
HCM
1020
Highview Capital Management
Illinois
$20.3M +$2.48M +3,415 +14%
RIM
1021
Rockbridge Investment Management
New York
$20.2M +$89.9K +124 +0.5%
FCMC
1022
Founders Capital Management (Connecticut)
Connecticut
$20.2M -$13.1K -18 -0.1%
GSC
1023
G&S Capital
Colorado
$20.1M +$281K +388 +1%
OL
1024
Optas LLC
Texas
$20.1M – – –
PFM
1025
Patton Fund Management
Texas
$20.1M -$299K -413 -2%
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