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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1126
TownSquare Capital
Utah
$13.5M -$61M -106,765 -83%
GC
1127
Grimes & Company
Massachusetts
$13.5M -$82.3K -144 -0.7%
EPIME
1128
Evelyn Partners Investment Management (Europe)
$13.5M -$171K -299 -1%
MAM
1129
McLean Asset Management
Virginia
$13.5M -$198K -346 -2%
MNA
1130
Manning & Napier Advisors
New York
$13.4M -$845K -1,479 -6%
SP
1131
Sherman Porfolios
Idaho
$13.4M +$12.4M +21,680 New
WWA
1132
WCG Wealth Advisors
Nevada
$13.4M +$3.18M +5,558 +35%
FWA
1133
Flagship Wealth Advisors
Massachusetts
$13.4M -$560K -979 -4%
AMBIA
1134
Allen Mooney & Barnes Investment Advisors
Georgia
$13.3M +$628K +1,098 +5%
CCG
1135
Cypress Capital Group
Florida
$13.3M +$692K +1,211 +6%
EAM
1136
Evanson Asset Management
California
$13.3M +$92K +161 +0.8%
UWPG
1137
Ullmann Wealth Partners Group
Florida
$13.3M +$9.72K +17 +0.1%
GC
1138
Greenvale Capital
United Kingdom
$13.3M +$3.06M +5,350 +33%
NWWA
1139
New Wave Wealth Advisors
Arkansas
$13.3M -$1.14M -1,993 -8%
GLA
1140
Great Lakes Advisors
Illinois
$13.3M -$865K -1,513 -7%
SCM
1141
Schnieders Capital Management
California
$13.2M -$262K -458 -2%
MFS
1142
Monetta Financial Services
Illinois
$13.2M – – –
IAIM
1143
Industrial Alliance Investment Management
Quebec, Canada
$13.1M -$709K -1,241 -6%
WIA
1144
Wealthedge Investment Advisors
New York
$13.1M -$1.23M -2,145 -9%
RIG
1145
Ramiah Investment Group
Wisconsin
$13.1M +$2.95M +5,152 +32%
CFM
1146
Comprehensive Financial Management
California
$13.1M – – –
CAS
1147
Coppell Advisory Solutions
Texas
$13.1M +$3.47M +6,063 +40%
SHF
1148
Safe Harbor Fiduciary
Florida
$13.1M -$5.51M -9,639 -31%
AP
1149
Appleton Partners
Massachusetts
$13.1M -$369K -645 -3%
SW
1150
SlateStone Wealth
Florida
$13.1M +$32.6K +57 +0.3%
44 45
46
47 48