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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1101
SpiderRock Advisors
Delaware
$1.39M – – –
RCA
1102
Rowland Carmichael Advisors
Arizona
$1.39M -$102K -437 -7%
GC
1103
Gilbert & Cook
Iowa
$1.38M -$2.56K -11 -0.2%
DK
1104
Darrell & King
Virginia
$1.36M -$77.8K -335 -5%
ACM
1105
American Capital Management
New York
$1.36M – – –
EHC
1106
Everett Harris & Co
California
$1.36M -$19.5K -84 -1%
WA
1107
WFG Advisors
Texas
$1.35M -$91.8K -395 -6%
AI
1108
Accredited Investors
Minnesota
$1.34M +$646K +2,781 +95%
FIG
1109
FundX Investment Group
California
$1.34M – – –
MUS
1110
Mitsubishi UFJ Securities
Japan
$1.34M – – –
AA
1111
AlphaMark Advisors
Kentucky
$1.34M +$238K +1,025 +22%
DAS
1112
Dynamic Advisor Solutions
Arizona
$1.32M -$861K -3,707 -40%
SDIC
1113
South Dakota Investment Council
South Dakota
$1.32M -$1.12M -4,800 -46%
ANBT
1114
American National Bank & Trust
Texas
$1.32M – – –
LS
1115
Lattice Strategies
Pennsylvania
$1.31M -$606K -2,610 -32%
RIG
1116
Renaissance Investment Group
Massachusetts
$1.3M -$37.9K -163 -3%
PCM
1117
Palisade Capital Management
New Jersey
$1.3M +$1.28M +5,500 New
APP
1118
Avantax Planning Partners
Iowa
$1.29M +$49.7K +214 +4%
CCM
1119
Crossvault Capital Management
Texas
$1.29M -$15.8K -68 -1%
ACM
1120
Alethea Capital Management
Washington
$1.29M -$465 -2 -0%
EGA
1121
E&G Advisors
Texas
$1.29M – – –
PIM
1122
Provident Investment Management
Michigan
$1.28M -$157K -675 -11%
FMWA
1123
Forvis Mazars Wealth Advisors
Missouri
$1.28M +$418K +1,799 +49%
BWM
1124
BerganKDV Wealth Management
Minnesota
$1.28M +$314K +1,352 +33%
RPGK
1125
Retirement Planning Group (Kansas)
Kansas
$1.28M -$6.74K -29 -0.5%
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45
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