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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AAIM
726
American Assets Investment Management
California
$3.62M -$560K -2,700 -14%
DY
727
Dowling & Yahnke
California
$3.6M -$52.1K -251 -1%
SGCA
728
Steel Grove Capital Advisors
Tennessee
$3.59M +$349K +1,681 +11%
BB
729
Bell Bank
North Dakota
$3.55M -$833K -4,014 -19%
CFA
730
CT Financial Advisors
Pennsylvania
$3.54M +$300K +1,445 +9%
PG
731
Patten Group
Tennessee
$3.54M -$3.11K -15 -0.1%
SFA
732
Sequoia Financial Advisors
Ohio
$3.54M +$1.65M +7,952 +89%
LNB
733
Ledyard National Bank
$3.53M -$450K -2,169 -11%
AMM
734
American Money Management
California
$3.49M +$15.1K +73 +0.4%
WCP
735
Welch Capital Partners
New York
$3.48M +$2.42M +11,671 +236%
WCM
736
Weyland Capital Management
New Hampshire
$3.48M +$113K +545 +3%
LH
737
Lebenthal Holdings
New York
$3.48M +$3.44M +16,589 New
SCM
738
Sitrin Capital Management
California
$3.47M +$31.7K +153 +0.9%
DWM
739
Dakota Wealth Management
Florida
$3.46M +$155K +749 +5%
GLA
740
Great Lakes Advisors
Illinois
$3.46M -$2.53M -12,216 -43%
SRAM
741
Stone Ridge Asset Management
New York
$3.46M +$3.42M +16,500 New
SMC
742
Smith, Moore & Co
Missouri
$3.44M +$184K +886 +6%
LC
743
Lourd Capital
California
$3.44M – – –
SBH
744
Segall Bryant & Hamill
Illinois
$3.43M +$51.9K +250 +2%
RMC
745
Regis Management Company
California
$3.4M -$287K -1,382 -8%
MIM
746
Macroview Investment Management
Maryland
$3.39M -$1.1M -5,305 -25%
SIA
747
Spruce Investment Advisors
Connecticut
$3.38M -$429K -2,066 -11%
SC
748
SouthState Corp
Florida
$3.38M +$631K +3,041 +23%
GP
749
GLG Partners
United Kingdom
$3.37M -$2.95M -14,217 -47%
RGI
750
River Global Investors
United Kingdom
$3.35M -$2M -9,620 -38%
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