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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HTIM
1151
Harbour Trust & Investment Management
Indiana
$15.9M -$725 -1 -0%
PCG
1152
PFC Capital Group
California
$15.9M -$346K -477 -2%
TF
1153
Trek Financial
Arizona
$15.9M -$2.75M -3,792 -15%
AP
1154
Advisortrust Partners
North Carolina
$15.9M +$11.6M +16,035 +304%
PCM
1155
Park Capital Management
Wisconsin
$15.9M +$15M +20,708 +3,498%
ACM
1156
Advisors Capital Management
New Jersey
$15.9M +$209K +288 +1%
NL
1157
NWAM LLC
Washington
$15.9M +$1.67M +2,310 +12%
AM
1158
AGF Management
Ontario, Canada
$15.9M -$787K -1,086 -5%
AAM
1159
American Asset Management
Florida
$15.9M -$1.07M -1,469 -6%
SI
1160
SimpliFi Inc
California
$15.8M +$56.6K +78 +0.4%
SHF
1161
Safe Harbor Fiduciary
Florida
$15.8M -$397K -548 -3%
SWP
1162
Strategic Wealth Partners
Ohio
$15.8M +$201K +277 +1%
PIMG
1163
Patriot Investment Management Group
Tennessee
$15.8M -$72.5K -100 -0.5%
CFM
1164
Comprehensive Financial Management
California
$15.8M – – –
PP
1165
Patten & Patten
Tennessee
$15.8M -$207K -285 -1%
CC
1166
Chicago Capital
Illinois
$15.8M -$892K -1,231 -6%
EF
1167
Evanson Financial
Virginia
$15.8M +$15.3M +21,122 New
OWP
1168
Obermeyer Wealth Partners
Colorado
$15.8M -$475K -655 -3%
GC
1169
Grimes & Company
Massachusetts
$15.7M +$109K +150 +0.7%
CA
1170
Claro Advisors
Massachusetts
$15.7M -$265K -365 -2%
OPWM
1171
Oxinas Partners Wealth Management
Indiana
$15.7M +$703K +969 +5%
SC
1172
Sepio Capital
Utah
$15.7M -$5.53M -7,621 -27%
GAM
1173
Grandview Asset Management
Pennsylvania
$15.7M -$371K -512 -2%
XSC
1174
X-Square Capital
Puerto Rico
$15.6M +$500K +689 +3%
CWP
1175
Cyndeo Wealth Partners
Florida
$15.6M -$439K -606 -3%
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