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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1226
DHK Financial Advisors
New Hampshire
$10.4M +$5.22M +8,889 +92%
PS
1227
Principal Securities
Iowa
$10.4M – – –
QC
1228
Qalhat Capital
British Virgin Islands
$10.4M – – –
MWM
1229
MorganRosel Wealth Management
Colorado
$10.4M -$57.6K -98 -0.5%
OA
1230
Operose Advisors
Wisconsin
$10.3M +$3.63M +6,184 +50%
VHAM
1231
Van Hulzen Asset Management
California
$10.3M -$246K -419 -2%
RWIA
1232
Roger Wittlin Investment Advisory
California
$10.3M -$583K -992 -5%
MCCP
1233
Mission Creek Capital Partners
California
$10.3M +$214K +364 +2%
PA
1234
Planning Alternatives
Michigan
$10.3M -$35.9K -61 -0.3%
ACM
1235
Accent Capital Management
Ohio
$10.3M +$2.31M +3,935 +27%
BFIC
1236
Bedell Frazier Investment Counselling
California
$10.3M +$9.76M +16,612 +957%
EFG
1237
Elios Financial Group
Ohio
$10.3M -$518K -881 -5%
ACA
1238
Atlas Capital Advisors
Wyoming
$10.3M +$150K +255 +1%
VIP
1239
Vista Investment Partners
Oklahoma
$10.2M +$34.1K +58 +0.3%
GI
1240
GAMCO Investors
Connecticut
$10.2M -$58.8K -100 -0.5%
NC
1241
NBW Capital
Massachusetts
$10.2M -$2.77M -4,705 -20%
RAG
1242
RIA Advisory Group
Iowa
$10.2M +$9.07M +15,434 +539%
BAAM
1243
Baker Avenue Asset Management
California
$10.2M +$85.8K +146 +0.8%
FM
1244
Foster & Motley
Ohio
$10.2M +$2.4M +4,083 +29%
PWP
1245
Principle Wealth Partners
Connecticut
$10.2M +$34.7K +59 +0.3%
MG
1246
Mather Group
Illinois
$10.1M +$2.94K +5 +0%
FCBT
1247
First Citizens Bank & Trust
North Carolina
$10.1M +$348K +592 +3%
CIA
1248
Caerus Investment Advisors
Texas
$10.1M +$2.26M +3,842 +27%
AG
1249
Ascent Group
Virginia
$10.1M +$8.63M +14,680 +445%
FHB
1250
First Hawaiian Bank
Hawaii
$10.1M -$181M -308,335 -94%
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