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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1226
Sandbox Financial Partners
Maryland
$11.8M +$1.34M +2,275 +13%
TCBWMS
1227
Texas Capital Bank Wealth Management Services
Texas
$11.8M -$31.2K -53 -0.3%
SPWM
1228
Schrum Private Wealth Management
Florida
$11.8M -$9.29M -15,760 -44%
CCG
1229
Cypress Capital Group
Florida
$11.8M -$966K -1,639 -8%
IP
1230
Isomer Partners
New York
$11.8M +$11.8M +20,000 New
BCM
1231
Bienville Capital Management
New York
$11.8M -$399K -678 -3%
MSA
1232
MUFG Securities Americas
New York
$11.7M +$11.8M +20,000 New
TFGT
1233
TS Financial Group (TSFG)
Illinois
$11.7M -$154K -262 -1%
UB
1234
UMB Bank
Missouri
$11.7M -$275K -467 -2%
NL
1235
NDWM LLC
California
$11.6M +$3.91M +6,643 +50%
TFP
1236
Traction Financial Partners
Wyoming
$11.6M -$389K -661 -3%
FGG
1237
Financial Guidance Group
Florida
$11.6M +$316K +536 +3%
HCM
1238
Highview Capital Management
Illinois
$11.6M -$166K -282 -1%
PWM
1239
Paulson Wealth Management
Illinois
$11.6M -$495K -840 -4%
SL
1240
Sentinus LLC
Illinois
$11.5M +$9.37M +15,899 +420%
AA
1241
Ancora Advisors
Ohio
$11.5M +$211K +358 +2%
FMC
1242
First Merchants Corp
Indiana
$11.5M +$151K +256 +1%
AMBIA
1243
Allen Mooney & Barnes Investment Advisors
Georgia
$11.5M +$97.8K +166 +0.9%
PFBT
1244
Parkside Financial Bank & Trust
Missouri
$11.5M +$90.1K +153 +0.8%
UFA
1245
US Financial Advisors
Massachusetts
$11.5M -$241K -409 -2%
CFSG
1246
Clark Financial Services Group
Missouri
$11.5M -$66K -112 -0.6%
BV
1247
Boxwood Ventures
Illinois
$11.5M +$589 +1 +0%
GSWM
1248
Golden State Wealth Management
California
$11.4M +$11.5M +19,529 New
CSIC
1249
Clifford Swan Investment Counsel
California
$11.4M +$1.69M +2,872 +17%
KLCM
1250
KG&L Capital Management
Louisiana
$11.4M +$297K +504 +3%
48 49
50
51 52