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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
1301
Smart Money Group
Texas
$1.22M -$17.9K -63 -1%
SI
1302
Shaker Investments
Ohio
$1.22M +$2.56K +9 +0.2%
FPCG
1303
Fort Pitt Capital Group
Pennsylvania
$1.21M – – –
AP
1304
Arlington Partners
Alabama
$1.2M -$29.3K -103 -2%
MYIA
1305
Mount Yale Investment Advisors
Colorado
$1.2M -$8.54K -30 -0.7%
PWP
1306
Private Wealth Partners
California
$1.2M +$24.8K +87 +2%
TFA
1307
Toth Financial Advisory
Virginia
$1.2M -$121K -426 -9%
NDSI
1308
Newman Dignan & Sheerar Inc
Rhode Island
$1.2M – – –
RWA
1309
River Wealth Advisors
Pennsylvania
$1.19M -$226K -793 -16%
AP
1310
Advisor Partners
California
$1.19M +$557K +1,955 +92%
CT
1311
Coastline Trust
Rhode Island
$1.18M -$85.4K -300 -7%
PCA
1312
Providence Capital Advisors
North Carolina
$1.18M -$76.6K -269 -6%
BFO
1313
Biltmore Family Office
North Carolina
$1.18M -$126K -442 -10%
OIM
1314
Orca Investment Management
Oregon
$1.17M -$24.5K -86 -2%
MF
1315
Magnetar Financial
Illinois
$1.17M +$806K +2,829 +240%
BWM
1316
Baystate Wealth Management
Massachusetts
$1.16M +$742K +2,606 +167%
OCM
1317
One Capital Management
California
$1.15M – – –
LWS
1318
Lucia Wealth Services
California
$1.15M -$53.3K -187 -5%
HCM
1319
HM Capital Management
Missouri
$1.15M – – –
CA
1320
Cambridge Advisors
Nebraska
$1.15M – – –
QPWM
1321
Quadrant Private Wealth Management
Pennsylvania
$1.14M -$9.68K -34 -0.9%
CGT
1322
Capital Guardian Trust
California
$1.14M +$1.11M +3,912 New
BCA
1323
Bay Colony Advisors
Massachusetts
$1.14M +$78K +274 +8%
SAS
1324
Sage Advisory Services
Texas
$1.13M – – –
GWS
1325
Glassman Wealth Services
Virginia
$1.13M -$68.3K -240 -6%
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