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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1401
Gerber Kawasaki Wealth & Investment Management
California
$2.13M -$138K -415 -6%
NFG
1402
NewFocus Financial Group
Washington
$2.13M +$14.3K +43 +0.7%
BF
1403
Blankinship & Foster
California
$2.12M +$1.33K +4 +0.1%
BOPW
1404
Brandywine Oak Private Wealth
Pennsylvania
$2.12M +$663 +2 +0%
LIA
1405
LBMC Investment Advisors
Tennessee
$2.12M +$303K +914 +17%
PP
1406
Prudential plc
United Kingdom
$2.12M -$187M -565,029 -99%
PNAA
1407
Pictet North America Advisors
Switzerland
$2.12M – – –
CSM
1408
CAMG Solamere Management
North Carolina
$2.1M – – –
PL
1409
Plancorp LLC
Missouri
$2.1M +$1.66K +5 +0.1%
PI
1410
Parkside Investments
Illinois
$2.1M -$34.8K -105 -2%
JSC
1411
Jackson Square Capital
California
$2.1M +$69.6K +210 +3%
SCA
1412
Sage Capital Advisors
South Dakota
$2.1M +$133K +401 +7%
TFA
1413
Teamwork Financial Advisors
Texas
$2.09M +$426K +1,284 +26%
MDSL
1414
M.D. Sass LLC
New York
$2.09M -$327K -987 -14%
DSC
1415
Duncker Streett & Co
Missouri
$2.09M +$663 +2 +0%
AAS
1416
Annex Advisory Services
Wisconsin
$2.09M -$539K -1,626 -21%
MG
1417
Mather Group
Illinois
$2.08M +$1.32M +3,988 +180%
HIMCH
1418
Hartford Investment Management Co (HIMCO)
Connecticut
$2.08M -$66.3K -200 -3%
1IA
1419
1834 Investment Advisors
Wisconsin
$2.08M -$192K -579 -9%
ELC
1420
Edgar Lomax Company
Virginia
$2.05M +$354K +1,067 +21%
BFA
1421
Beacon Financial Advisory
Ohio
$2.05M +$134K +403 +7%
GWS
1422
Glassman Wealth Services
Virginia
$2.05M +$331 +1 +0%
LGWM
1423
Litman Gregory Wealth Management
California
$2.05M – – –
QPWM
1424
Quadrant Private Wealth Management
Pennsylvania
$2.04M -$36.8K -111 -2%
NOCM
1425
Night Owl Capital Management
Connecticut
$2.04M +$2.02M +6,085 New
55 56
57
58 59