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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
651
Vantage Investment Advisors
Pennsylvania
$2.94M +$11K +60 +0.4%
SC
652
Sumit Capital
New York
$2.94M +$2.89M +15,725 New
DADC
653
D.A. Davidson & Co
Montana
$2.93M -$280K -1,528 -9%
DS
654
DRW Securities
Illinois
$2.93M -$574K -3,129 -17%
CP
655
Covalent Partners
Massachusetts
$2.92M -$1.94M -10,561 -40%
CBB
656
Citizens Business Bank
California
$2.92M +$36.9K +201 +1%
BHBT
657
Burke & Herbert Bank & Trust
Virginia
$2.91M +$149K +810 +5%
JAM
658
JCIC Asset Management
Ontario, Canada
$2.87M -$10.1K -55 -0.4%
LJHT
659
Laurie J. Hall Trustee
$2.85M -$378K -2,062 -12%
HS
660
HighVista Strategies
Massachusetts
$2.85M – – –
DAS
661
Dynamic Advisor Solutions
Arizona
$2.84M +$408K +2,224 +17%
SCM
662
Shelton Capital Management
Colorado
$2.83M +$63K +343 +2%
KIG
663
Kovitz Investment Group
Illinois
$2.78M +$492K +2,681 +18%
SAM
664
Silvercrest Asset Management
New York
$2.77M +$11.2K +61 +0.4%
ST
665
Stifel Trust
Missouri
$2.74M -$392K -2,138 -13%
MFIMFI
666
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.72M +$1.69M +9,222 +173%
SCM
667
Stellar Capital Management
Arizona
$2.72M +$49.6K +270 +2%
CAM
668
Cacti Asset Management
Georgia
$2.71M – – –
LI
669
LMCG Investments
Massachusetts
$2.7M +$405K +2,206 +18%
ST
670
Somerset Trust
Pennsylvania
$2.69M +$7.71K +42 +0.3%
KJHP
671
K.J. Harrison & Partners
Ontario, Canada
$2.66M +$1.28M +7,000 +96%
NSAM
672
North Star Asset Management
Wisconsin
$2.66M -$73.4K -400 -3%
MFW
673
Meristem Family Wealth
Minnesota
$2.65M – – –
S
674
SignatureFD
Georgia
$2.65M -$123K -671 -5%
DCP
675
DSM Capital Partners
Florida
$2.62M +$2.57M +14,017 New
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