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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
476
Carroll Financial Associates
North Carolina
$22.7M -$183K -551 -0.8%
SHIM
477
Stone House Investment Management
Pennsylvania
$22.7M +$22.4M +67,691 New
KPW
478
Kore Private Wealth
New York
$22.6M +$1.98M +5,987 +10%
WAS
479
Wealth Advisory Solutions
Indiana
$22.4M -$1.8M -5,439 -8%
CC
480
Cypress Capital
Tennessee
$22.3M -$772K -2,329 -4%
ONB
481
Old National Bancorp
Indiana
$22.3M -$19.2K -58 -0.1%
JIC
482
Joel Isaacson & Co
New York
$22.3M +$111K +335 +0.5%
RWP
483
RWA Wealth Partners
Massachusetts
$22.2M -$1.1M -3,328 -5%
AL
484
Aspiriant LLC
California
$22.1M -$421K -1,271 -2%
SCIM
485
Spring Creek Investment Management
Pennsylvania
$22.1M -$6.68M -20,149 -23%
CTA
486
Chesley Taft & Associates
Illinois
$22M +$2.03M +6,129 +10%
BHB
487
Bank Hapoalim BM
Israel
$22M +$3.26M +9,828 +18%
S
488
Seeyond
France
$22M – – –
STA
489
Summit Trail Advisors
New York
$21.8M -$2.41M -7,278 -11%
WRTC
490
Wind River Trust Company
Wyoming
$21.8M +$3.62B +10,925,827 +16,757%
EVM
491
Eaton Vance Management
Massachusetts
$21.7M -$1.07M -3,219 -5%
DBIA
492
Dumont & Blake Investment Advisors
New Jersey
$21.6M +$318K +960 +2%
RIA
493
Realta Investment Advisors
Delaware
$21.6M -$57K -172 -0.3%
SIM
494
Sentry Investment Management
Wisconsin
$21.5M +$21.3M +64,343 New
SMFG
495
Sumitomo Mitsui Financial Group
Japan
$21.5M -$561M -1,691,642 -96%
NFC
496
Northeast Financial Consultants
Connecticut
$21.5M +$2.95M +8,909 +16%
BCV
497
Banque Cantonale Vaudoise
Switzerland
$21.4M -$396K -1,195 -2%
AF
498
Alerus Financial
North Dakota
$21.4M -$2.66M -8,027 -11%
CL
499
Choreo LLC
Illinois
$21.4M -$529K -1,596 -2%
WFWM
500
Wechter Feldman Wealth Management
New Jersey
$21.3M +$246K +741 +1%
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