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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
1176
St. Johns Investment Management
Florida
$10.6M +$459K +877 +5%
PWM
1177
Paulson Wealth Management
Illinois
$10.6M -$978K -1,869 -9%
HCM
1178
Highview Capital Management
Illinois
$10.6M -$921K -1,759 -8%
FCMA
1179
Foresight Capital Management Advisors
Michigan
$10.6M +$614K +1,173 +6%
USB
1180
Union Savings Bank
Connecticut
$10.6M -$37.2K -71 -0.4%
FGG
1181
Financial Guidance Group
Florida
$10.5M +$950K +1,816 +10%
KLCM
1182
KG&L Capital Management
Louisiana
$10.5M +$129K +246 +1%
MPWT
1183
MassMutual Private Wealth & Trust
Connecticut
$10.5M +$3.49M +6,666 +53%
SL
1184
Sentinus LLC
Illinois
$10.5M -$27.2K -52 -0.3%
CI
1185
CX Institutional
Indiana
$10.5M -$361K -689 -3%
MWM
1186
MinichMacGregor Wealth Management
New York
$10.5M -$75.4K -144 -0.7%
AA
1187
Ancora Advisors
Ohio
$10.5M -$331K -633 -3%
DWM
1188
Destination Wealth Management
California
$10.5M -$273K -522 -3%
SP
1189
Successful Portfolios
Florida
$10.5M -$1.49M -2,842 -13%
PA
1190
Planning Alternatives
Michigan
$10.5M -$910K -1,739 -8%
DAM
1191
Deltec Asset Management
New York
$10.5M -$1.11M -2,119 -10%
QPBE
1192
Quintet Private Bank (Europe)
Luxembourg
$10.4M +$36.1K +69 +0.4%
IA
1193
Insight Advisors
Pennsylvania
$10.4M +$4.11M +7,854 +70%
QWM
1194
Quadcap Wealth Management
Texas
$10.4M +$352K +672 +4%
WDG
1195
Wealth Dimensions Group
Ohio
$10.3M -$29.3K -56 -0.3%
OPW
1196
Oxler Private Wealth
New York
$10.3M +$29.3K +56 +0.3%
BCM
1197
BluePointe Capital Management
California
$10.3M -$640K -1,222 -6%
ACP
1198
Aveo Capital Partners
Colorado
$10.3M +$3.91M +7,479 +66%
PS
1199
Principal Securities
Iowa
$10.3M +$562K +1,074 +6%
MCM
1200
MidAtlantic Capital Management
Virginia
$10.2M -$116K -221 -1%
46 47
48
49 50