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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
1076
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.2M -$496K -684 -3%
CIAS
1077
Capital Investment Advisory Services
North Carolina
$18.2M +$7.71M +10,631 +77%
CI
1078
Cavalier Investments
Georgia
$18.2M -$89.4M -123,341 -84%
CCG
1079
Chatham Capital Group
Georgia
$18.2M +$124K +171 +0.7%
GFPC
1080
Global Financial Private Client
Florida
$18.1M +$1.32M +1,816 +8%
OIS
1081
Okabena Investment Services
Minnesota
$18M – – –
BPAMU
1082
BTG Pactual Asset Management US
New York
$18M -$1.84M -2,537 -10%
TIM
1083
Tortoise Investment Management
New York
$18M -$231K -318 -1%
AA
1084
Armis Advisers
Georgia
$18M +$999K +1,378 +6%
BIP
1085
Blueprint Investment Partners
North Carolina
$18M +$6.14M +8,468 +54%
NC
1086
NewSquare Capital
Pennsylvania
$17.9M +$274K +378 +2%
CSIC
1087
Clifford Swan Investment Counsel
California
$17.9M -$330K -455 -2%
TVPW
1088
Third View Private Wealth
Connecticut
$17.8M -$338K -466 -2%
CT
1089
Coastline Trust
Rhode Island
$17.8M -$1.17M -1,610 -6%
DJSG
1090
D.J. St. Germain
Massachusetts
$17.8M -$3.63K -5 -0%
HFS
1091
Howard Financial Services
Texas
$17.8M +$50K +69 +0.3%
PA
1092
Procyon Advisors
Connecticut
$17.7M -$46.9M -64,688 -73%
OFG
1093
Opulen Financial Group
Virginia
$17.7M +$191K +264 +1%
FPW
1094
Flagship Private Wealth
Massachusetts
$17.7M -$877K -1,209 -5%
BFG
1095
Bouchey Financial Group
New York
$17.7M -$92.8K -128 -0.5%
SVWG
1096
Shared Vision Wealth Group
United States
$17.6M +$4.13M +5,695 +32%
WPC
1097
Wedmont Private Capital
Pennsylvania
$17.6M +$734K +1,013 +5%
C
1098
Certuity
Florida
$17.5M +$262K +362 +2%
AFFA
1099
ALM First Financial Advisors
Texas
$17.5M +$3.24M +4,472 +24%
FWA
1100
Flagship Wealth Advisors
Massachusetts
$17.5M +$2.63M +3,632 +18%
42 43
44
45 46