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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
601
Tiller Private Wealth
Pennsylvania
$34.6M +$185K +354 +0.6%
WJWM
602
Williams Jones Wealth Management
New York
$34.4M -$40.3K -77 -0.1%
NSIM
603
North Star Investment Management
Illinois
$34.4M -$674K -1,288 -2%
CHAM
604
Clear Harbor Asset Management
Connecticut
$34.3M -$780K -1,490 -2%
KHLMTHM
605
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$34.1M +$3.29M +6,289 +11%
IGAM
606
iA Global Asset Management
Quebec, Canada
$34.1M -$2.51M -4,804 -7%
AAS
607
Ameritas Advisory Services
Nebraska
$34M +$1.13M +2,158 +4%
LNWWM
608
Laird Norton Wetherby Wealth Management
California
$34M -$169K -323 -0.5%
WCM
609
Washburn Capital Management
Florida
$33.9M +$73.8K +141 +0.2%
CFO
610
Callan Family Office
Pennsylvania
$33.8M +$5.31M +10,150 +20%
SC
611
Sapient Capital
Indiana
$33.7M +$4.11M +7,850 +15%
JFGIW
612
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.6M -$822K -1,571 -2%
AGC
613
Aspen Grove Capital
Colorado
$33.5M -$6.26M -11,954 -16%
JGIA
614
Jackson Grant Investment Advisers
Connecticut
$33.5M +$339K +648 +1%
SFS
615
Solitude Financial Services
Virginia
$33.3M +$1.74M +3,316 +6%
AP
616
Aspect Partners
Virginia
$33.3M +$11.8M +22,585 +59%
WSFS
617
Wilmington Savings Fund Society
Delaware
$33.1M -$634K -1,212 -2%
CSPIA
618
Cary Street Partners Investment Advisory
Virginia
$33M +$866K +1,654 +3%
CGA
619
Crescent Grove Advisors
Illinois
$32.8M -$796K -1,521 -2%
BL
620
BFSG LLC
California
$32.8M -$2.08M -3,980 -6%
AL
621
Aspiriant LLC
California
$32.7M +$381K +728 +1%
CTA
622
Chesley Taft & Associates
Illinois
$32.5M -$575K -1,099 -2%
MAWCM
623
Mine & Arao Wealth Creation & Management
California
$32.5M -$154K -294 -0.5%
KWA
624
Kingswood Wealth Advisors
California
$32.4M +$11.3M +21,672 +57%
ZIM
625
Zacks Investment Management
Illinois
$32.4M +$1.05M +2,009 +3%
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