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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
COI
326
Capital One Investing
Virginia
$38M +$12.6M +46,315 +53%
CA
327
Cetera Advisors
Colorado
$37.8M +$7.36M +27,088 +25%
AF
328
Allworth Financial
California
$37.7M -$1.72M -6,346 -5%
RFC
329
Regions Financial Corp
Alabama
$37.7M -$3.67M -13,509 -9%
OC
330
Oppenheimer & Co
New York
$37.1M +$9.78M +36,017 +38%
PP
331
PagnatoKarp Partners
Virginia
$37.1M +$1.82M +6,683 +5%
JIC
332
Johnson Investment Counsel
Ohio
$36.9M -$355K -1,308 -1%
JGC
333
J. Goldman & Co
New York
$36.7M +$22.1M +81,317 +168%
XS
334
XR Securities
Illinois
$36.1M +$34.8M +127,951 New
1CP
335
1607 Capital Partners
Virginia
$36M – – –
LFS
336
Lutz Financial Services
Nebraska
$36M -$3.43M -12,620 -9%
SIM
337
Strategic Investment Management
Virginia
$36M – – –
GWM
338
Geneos Wealth Management
Colorado
$35.8M -$10.4M -38,390 -23%
NA
339
NewEdge Advisors
Louisiana
$35.4M -$2.13M -7,844 -6%
PGFC
340
Peapack-Gladstone Financial Corp
New Jersey
$35.3M -$846K -3,114 -2%
EWM
341
Evercore Wealth Management
New York
$35.1M -$5.64M -20,761 -14%
HTC
342
Haverford Trust Company
Pennsylvania
$35M -$44.5M -163,856 -57%
BAC
343
Boys Arnold & Co
North Carolina
$34.8M +$2.83M +10,435 +9%
PSUF
344
People's United Financial
Connecticut
$34.8M +$7.59M +27,940 +29%
CAL
345
Capital Advisors Ltd
Ohio
$34.6M -$751K -2,764 -2%
HPC
346
HM Payson & Co
Maine
$34.5M +$30.3M +111,347 +1,027%
SPIA
347
Steward Partners Investment Advisory
New York
$34.2M +$11.3M +41,711 +53%
LC
348
Loews Corp
New York
$33.9M -$3.26M -12,000 -9%
HCM
349
HMS Capital Management
Tennessee
$33.8M +$14M +51,483 +75%
FC
350
Ferris Capital
Massachusetts
$33.8M -$1.52M -5,584 -4%
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