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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1001
IMA Advisory Services
Colorado
$19.8M +$1.24M +1,841 +7%
IFPG
1002
Intrepid Financial Planning Group
Indiana
$19.8M -$476K -704 -2%
PWA
1003
PCG Wealth Advisors
Kansas
$19.7M +$632K +935 +3%
GEM
1004
Global Endowment Management
North Carolina
$19.7M +$3.73M +5,525 +24%
PMFA
1005
Plante Moran Financial Advisors
Michigan
$19.6M -$68.3K -101 -0.4%
MWP
1006
MYCIO Wealth Partners
Pennsylvania
$19.6M +$2.65M +3,915 +16%
PHAM
1007
Palisades Hudson Asset Management
Florida
$19.6M -$758K -1,121 -4%
WAG
1008
Winthrop Advisory Group
Massachusetts
$19.5M -$597K -883 -3%
ISL
1009
Ingalls & Snyder LLC
New York
$19.5M -$903K -1,336 -4%
BAM
1010
Brave Asset Management
New Jersey
$19.5M +$740K +1,095 +4%
SCTC
1011
Sanibel Captiva Trust Company
Florida
$19.5M +$939K +1,389 +5%
BMCM
1012
Black Maple Capital Management
Wisconsin
$19.5M -$9.26M -13,700 -32%
IPW
1013
Invictus Private Wealth
Colorado
$19.5M +$75.7K +112 +0.4%
CWM
1014
Cornerstone Wealth Management
Missouri
$19.4M -$15.5K -23 -0.1%
AWA
1015
Arete Wealth Advisors
Illinois
$19.4M -$3.23M -4,786 -14%
SIA
1016
Sovereign Investment Advisors
Arizona
$19.4M +$4.54M +6,713 +31%
LPAM
1017
Lodestar Private Asset Management
California
$19.4M +$160K +237 +0.8%
TW
1018
Tempo Wealth
Ohio
$19.3M +$19.2M +28,349 New
TCA
1019
Trifecta Capital Advisors
Illinois
$19.3M -$598K -885 -3%
LSA
1020
L & S Advisors
California
$19.2M -$333K -493 -2%
GWP
1021
Gateway Wealth Partners
Wisconsin
$19.2M -$268K -397 -1%
HH
1022
Hilltop Holdings
Texas
$19.2M -$6.05M -8,956 -24%
RIL
1023
Rothschild Investment LLC
Illinois
$19.1M +$493K +730 +3%
OP
1024
ORG Partners
Indiana
$19.1M +$2.4M +3,551 +15%
PFA
1025
Pettinga Financial Advisors
Indiana
$19M +$493K +730 +3%
39 40
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