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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWMA
1526
Market Street Wealth Management Advisors
Indiana
$7.31M -$194K -329 -3%
GWSG
1527
GPS Wealth Strategies Group
Colorado
$7.31M -$249K -422 -3%
FPAS
1528
Focus Partners Advisor Solutions
Missouri
$7.31M -$2.06M -3,504 -22%
PC
1529
Port Capital
Illinois
$7.29M +$159K +270 +2%
FWCM
1530
Ferguson Wellman Capital Management
Oregon
$7.29M +$261K +443 +4%
PHS
1531
PFM Health Sciences
California
$7.28M +$7.32M +12,427 New
NAS
1532
Nicolet Advisory Services
Wisconsin
$7.27M -$424K -719 -5%
FVWA
1533
Foster Victor Wealth Advisors
South Carolina
$7.27M +$1.34M +2,282 +23%
DFC
1534
DBK Financial Counsel
Ohio
$7.23M – – –
CWS
1535
Cypress Wealth Services
California
$7.22M +$579K +982 +9%
VAM
1536
Vienna Asset Management
California
$7.22M +$503K +854 +7%
OLA
1537
Oliver Luxxe Assets
New Jersey
$7.21M – – –
OA
1538
Operose Advisors
Wisconsin
$7.21M -$166K -282 -2%
TCOV
1539
Trust Company of Vermont
Vermont
$7.2M +$670K +1,138 +10%
ACM
1540
Ashford Capital Management
Delaware
$7.19M -$119K -202 -2%
AT
1541
American Trust
Kentucky
$7.18M +$4.83M +8,202 +202%
PCS
1542
Private Client Services
Kentucky
$7.16M +$1.4M +2,379 +24%
MWM
1543
MGB Wealth Management
Texas
$7.16M +$150K +254 +2%
C
1544
Cliffwater
California
$7.15M – – –
AAS
1545
Annex Advisory Services
Wisconsin
$7.15M +$1.01M +1,718 +16%
CAC
1546
Certified Advisory Corp
Florida
$7.14M +$475K +807 +7%
TWPM
1547
Total Wealth Planning & Management
Florida
$7.13M +$7.17M +12,171 New
BHWM
1548
Bar Harbor Wealth Management
New Hampshire
$7.08M -$69.5K -118 -1%
MNBTD
1549
Moody National Bank Trust Division
Texas
$7.06M +$365K +620 +5%
HSA
1550
HBK Sorce Advisory
Pennsylvania
$7.05M +$221K +375 +3%
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