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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IUAM
626
Itau USA Asset Management
New York
$2.58M -$11.7K -70 -0.5%
AW
627
Alpha Windward
Massachusetts
$2.55M -$376K -2,246 -13%
CBU
628
CIBC Bank USA
Illinois
$2.52M -$4.57M -27,240 -64%
GCT
629
Galaxy Capital Trading
British Virgin Islands
$2.51M +$2.51M +14,950 New
RPGK
630
Retirement Planning Group (Kansas)
Kansas
$2.49M -$476K -2,839 -16%
SCM
631
Shelton Capital Management
Colorado
$2.49M -$159K -949 -6%
KFS
632
KMS Financial Services
Washington
$2.46M -$965K -5,760 -28%
FFA
633
First Foundation Advisors
California
$2.46M +$466K +2,781 +23%
MFW
634
Meristem Family Wealth
Minnesota
$2.44M +$2.44M +14,535 New
SAM
635
Silvercrest Asset Management
New York
$2.44M -$83K -495 -3%
CAM
636
Cacti Asset Management
Georgia
$2.44M – – –
BAM
637
Berkshire Asset Management
Pennsylvania
$2.43M +$131K +782 +6%
VWM
638
Valley Wealth Managers
New Jersey
$2.4M -$3.13M -18,675 -57%
MWR
639
McAdams Wright Ragen
Washington
$2.38M +$947K +5,651 +66%
BHBT
640
Burke & Herbert Bank & Trust
Virginia
$2.37M +$329K +1,960 +16%
BCAM
641
Boston Common Asset Management
Massachusetts
$2.36M +$2.35M +14,025 New
CIP
642
Chartwell Investment Partners
Pennsylvania
$2.35M +$2.35M +14,000 New
MC
643
Miles Capital
Iowa
$2.29M – – –
RIG
644
Renaissance Investment Group
Massachusetts
$2.28M -$7.54K -45 -0.3%
GCAC
645
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.28M -$145K -865 -6%
DADC
646
D.A. Davidson & Co
Montana
$2.28M -$6.03K -36 -0.3%
IH
647
IFC Holdings
Florida
$2.26M +$266K +1,588 +13%
BRM
648
Boston Research & Management
Massachusetts
$2.25M -$59.5K -355 -3%
BCM
649
Becker Capital Management
Oregon
$2.25M -$68.7K -410 -3%
EVM
650
Eaton Vance Management
Massachusetts
$2.18M -$54.1K -323 -2%
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