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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WMG
1576
WESCAP Management Group
California
$3.44M -$236K -515 -7%
RMC
1577
Regis Management Company
California
$3.43M – – –
FFM
1578
Fullerton Fund Management
Singapore
$3.43M – – –
EVM
1579
Evelyn V. Moreno
$3.42M – – –
PSIWM
1580
Paradigm Strategies in Wealth Management
Minnesota
$3.42M -$392K -853 -11%
WW
1581
Waterfront Wealth
Kansas
$3.41M +$10.1K +22 +0.3%
RPSA
1582
Richard P. Slaughter Associates
Texas
$3.4M +$81.7K +178 +3%
BRM
1583
Boston Research & Management
Massachusetts
$3.4M -$32.1K -70 -1%
SCM
1584
Southport Capital Management
Tennessee
$3.39M +$1.44M +3,140 +78%
BTW
1585
Boston Trust Walden
Massachusetts
$3.39M +$1.07M +2,335 +49%
DP
1586
Dearborn Partners
Illinois
$3.38M +$2.06M +4,477 +169%
MWM
1587
Madison Wealth Management
Ohio
$3.38M -$918 -2 -0%
PPG
1588
Peak Planning Group
Colorado
$3.38M -$2.75K -6 -0.1%
C
1589
Clearshares
New York
$3.38M – – –
GKWIM
1590
Gerber Kawasaki Wealth & Investment Management
California
$3.37M -$98.2K -214 -3%
FWCM
1591
Ferguson Wellman Capital Management
Oregon
$3.37M -$973K -2,120 -23%
CWM
1592
Cordatus Wealth Management
Pennsylvania
$3.36M +$762K +1,660 +31%
KLI
1593
Kelman-Lazarov Inc
Tennessee
$3.33M -$43.2K -94 -1%
PCIA
1594
Prime Capital Investment Advisors
Kansas
$3.33M +$630K +1,372 +24%
YU
1595
Yale University
Connecticut
$3.33M -$51.1M -111,300 -94%
CC
1596
Callan Capital
California
$3.32M +$459 +1 +0%
CPFP
1597
Clear Perspectives Financial Planning
Ohio
$3.32M +$63.4K +138 +2%
IA
1598
IndexIQ Advisors
New York
$3.32M +$1.49M +3,244 +86%
AAM
1599
Austin Asset Management
Texas
$3.32M +$3.21M +6,995 New
SWMP
1600
Signature Wealth Management Partners
New Jersey
$3.32M +$24.8K +54 +0.8%
62 63
64
65 66