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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
526
Financial Advocates Investment Management
Washington
$41.9M -$9.63M -16,384 -18%
FLPIM
527
F.L. Putnam Investment Management
Massachusetts
$41.7M -$1.79M -3,050 -4%
CWM
528
Congress Wealth Management
Massachusetts
$41.5M +$1.17M +1,994 +3%
MBTD
529
Mechanics Bank - Trust Department
California
$41.5M -$1.93M -3,290 -4%
IAS
530
Insigneo Advisory Services
Florida
$41.4M -$1.15M -1,952 -3%
KFC
531
Klingenstein Fields & Co
New York
$41.2M +$372K +633 +0.9%
LFS
532
Lutz Financial Services
Nebraska
$41.1M -$581K -989 -1%
ATC
533
Argent Trust Co
Tennessee
$41M -$783K -1,332 -2%
SAW
534
Signal Advisors Wealth
Michigan
$41M +$7.78M +13,241 +22%
DWM
535
Diversify Wealth Management
Utah
$41M +$53.5K +91 +0.1%
APW
536
Atlantic Private Wealth
North Carolina
$40.8M -$3.42M -5,814 -7%
RIS
537
Retirement Income Solutions
Michigan
$40.5M -$188K -320 -0.4%
EPA
538
Element Pointe Advisors
Florida
$40.4M – – –
FTS
539
Fifth Third Securities
Ohio
$39.9M +$4.46M +7,589 +12%
LGA
540
Lebenthal Global Advisors
New York
$39.4M +$18.4M +31,298 +80%
BEI
541
Benjamin Edwards Inc
Missouri
$39.4M +$24.8M +42,156 +149%
SPIO
542
Seven Post Investment Office
California
$39.4M -$402K -684 -1%
KA
543
Kozak & Associates
Colorado
$39M -$24.7K -42 -0.1%
SI
544
Schusterman Interests
Oklahoma
$38.9M – – –
ACM
545
Anfield Capital Management
California
$38.6M +$115K +195 +0.3%
MC
546
Medici Capital
California
$38.5M -$3.24M -5,510 -7%
CNBT
547
Canandaigua National Bank & Trust
New York
$38.3M +$366K +622 +0.9%
NC
548
Naman Capital
Brazil
$38.1M +$11.4M +19,354 +40%
CIC
549
Carnegie Investment Counsel
Ohio
$37.6M -$863K -1,469 -2%
HIIFS
550
Harel Insurance Investments & Financial Services
Israel
$37.5M -$1.12M -1,905 -3%
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