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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1076
Fiducient Advisors
Illinois
$18.5M +$104K +144 +0.6%
YAIA
1077
Yanni & Associates Investment Advisors
Pennsylvania
$18.5M -$281K -388 -2%
MWM
1078
Maridea Wealth Management
New York
$18.4M +$13.5M +18,644 +310%
SAS
1079
Stelac Advisory Services
New York
$18.3M +$769K +1,060 +5%
GP
1080
Gridiron Partners
Pennsylvania
$18.3M +$31.9K +44 +0.2%
CCWA
1081
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.2M -$496K -684 -3%
CIAS
1082
Capital Investment Advisory Services
North Carolina
$18.2M +$7.71M +10,631 +77%
CI
1083
Cavalier Investments
Georgia
$18.2M -$89.4M -123,341 -84%
CCG
1084
Chatham Capital Group
Georgia
$18.2M +$124K +171 +0.7%
GFPC
1085
Global Financial Private Client
Florida
$18.1M +$1.32M +1,816 +8%
PFBT
1086
Parkside Financial Bank & Trust
Missouri
$18.1M -$107K -148 -0.6%
OIS
1087
Okabena Investment Services
Minnesota
$18M – – –
BPAMU
1088
BTG Pactual Asset Management US
New York
$18M -$1.84M -2,537 -10%
TIM
1089
Tortoise Investment Management
New York
$18M -$231K -318 -1%
AA
1090
Armis Advisers
Georgia
$18M +$999K +1,378 +6%
BIP
1091
Blueprint Investment Partners
North Carolina
$18M +$6.14M +8,468 +54%
NC
1092
NewSquare Capital
Pennsylvania
$17.9M +$274K +378 +2%
CSIC
1093
Clifford Swan Investment Counsel
California
$17.9M -$330K -455 -2%
TVPW
1094
Third View Private Wealth
Connecticut
$17.8M -$338K -466 -2%
CT
1095
Coastline Trust
Rhode Island
$17.8M -$1.17M -1,610 -6%
DJSG
1096
D.J. St. Germain
Massachusetts
$17.8M -$3.63K -5 -0%
HFS
1097
Howard Financial Services
Texas
$17.8M +$50K +69 +0.3%
PA
1098
Procyon Advisors
Connecticut
$17.7M -$46.9M -64,688 -73%
OFG
1099
Opulen Financial Group
Virginia
$17.7M +$191K +264 +1%
FPW
1100
Flagship Private Wealth
Massachusetts
$17.7M -$877K -1,209 -5%
42 43
44
45 46