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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1051
Personal Capital Advisors
California
$1M -$34.4M -176,062 -97%
CPO
1052
Cerity Partners OCIO
New York
$1M +$256K +1,312 +37%
SFPIA
1053
Stevens First Principles Investment Advisors
California
$1M -$40K -205 -4%
JDR
1054
Jay D. Rosenbaum
$995K -$223K -1,142 -19%
MYAM
1055
Meiji Yasuda Asset Management
Japan
$986K +$269K +1,381 +40%
CGL
1056
Clarius Group LLC
Washington
$982K -$708K -3,626 -43%
WF
1057
WealthTrust Fairport
Ohio
$979K -$206K -1,055 -18%
SKK
1058
Shepherd Kaplan Krochuk
Massachusetts
$976K +$39K +200 +4%
MFW
1059
Meristem Family Wealth
Minnesota
$971K -$1.93M -9,869 -68%
CFS
1060
Commonwealth Financial Services
West Virginia
$967K -$1.02M -5,204 -53%
CRIG
1061
Charter Research & Investment Group
Connecticut
$967K – – –
SI
1062
Shaker Investments
Ohio
$966K +$2.34K +12 +0.3%
AIS
1063
American Investment Services
Massachusetts
$963K +$684K +3,503 +296%
WC
1064
Wexford Capital
Florida
$957K -$1.7M -8,714 -65%
SHWM
1065
Smith & Howard Wealth Management
Georgia
$956K -$130K -664 -12%
IFA
1066
Interactive Financial Advisors
Illinois
$956K -$22.4K -115 -2%
VSWA
1067
Vontobel Swiss Wealth Advisors
Switzerland
$943K +$25.4K +130 +3%
PFC
1068
Phocas Financial Corp
California
$941K – – –
CAM
1069
Carret Asset Management
New York
$941K +$29.3K +150 +3%
AWP
1070
Ascent Wealth Partners
New York
$940K -$652K -3,340 -42%
AL
1071
Airain Ltd
Guernsey
$937K +$401K +2,057 +82%
KIA
1072
Kopp Investment Advisors
Minnesota
$935K -$29.3K -150 -3%
CCG
1073
Cypress Capital Group
Florida
$933K -$14.6K -75 -2%
OWP
1074
Obermeyer Wealth Partners
Colorado
$920K -$1.14M -5,840 -57%
NGA
1075
Naples Global Advisors
Florida
$920K – – –
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