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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
2076
Allen Capital Group
Nebraska
$1.63M +$118K +266 +7%
WP
2077
WealthPLAN Partners
Nebraska
$1.63M +$169K +380 +11%
MTC
2078
McDaniel Terry & Co
Texas
$1.63M +$1.7M +3,816 New
NYLIM
2079
New York Life Investment Management
New York
$1.63M -$8.01K -18 -0.5%
W
2080
WealthOne
New York
$1.63M +$191K +429 +13%
ECM
2081
Exchange Capital Management
Michigan
$1.62M -$20.9K -47 -1%
APS
2082
American Planning Services
Florida
$1.62M +$18.7K +42 +1%
BONST
2083
Bank of Nova Scotia Trust
Ontario, Canada
$1.62M – – –
ESBC
2084
E.S. Barr & Co
Kentucky
$1.62M – – –
APA
2085
Astoria Portfolio Advisors
New York
$1.61M -$445 -1 -0%
MWAM
2086
Manhattan West Asset Management
California
$1.61M +$15.1K +34 +0.9%
FWM
2087
FMB Wealth Management
California
$1.61M – – –
DI
2088
Disciplined Investments
Oklahoma
$1.61M -$374K -841 -18%
API
2089
Advisor Partners II
California
$1.6M -$28K -63 -2%
JWM
2090
JFG Wealth Management
Colorado
$1.6M – – –
DSA
2091
Droms Strauss Advisors
Missouri
$1.6M – – –
IWN
2092
Independent Wealth Network
Iowa
$1.6M +$322K +724 +24%
POIA
2093
Pin Oak Investment Advisors
Texas
$1.6M +$48.9K +110 +3%
QF
2094
QVT Financial
New York
$1.59M +$1.66M +3,728 New
SAM
2095
Synergy Asset Management
Washington
$1.59M +$229K +514 +16%
DWA
2096
Douglass Winthrop Advisors
New York
$1.59M +$115K +258 +7%
MA
2097
McBroom & Associates
Nevada
$1.59M +$140K +315 +9%
TCM
2098
Traynor Capital Management
Pennsylvania
$1.58M -$7.56K -17 -0.5%
PCM
2099
Palouse Capital Management
Washington
$1.58M -$96.5K -217 -6%
MWA
2100
Monograph Wealth Advisors
California
$1.58M +$834K +1,875 +103%
82 83
84
85 86