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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
751
Avity Investment Management
Connecticut
$3.35M +$18.7K +90 +0.6%
TW
752
Transform Wealth
Colorado
$3.35M +$3.32M +16,004 New
IC
753
Iconiq Capital
California
$3.31M – – –
RMCM
754
Reynders McVeigh Capital Management
Massachusetts
$3.31M -$423K -2,039 -11%
CRC
755
Curi RMB Capital
Illinois
$3.28M +$2.53M +12,203 +355%
LSA
756
L & S Advisors
California
$3.27M +$3.23M +15,590 New
PCM
757
Palisade Capital Management
New Jersey
$3.25M -$135K -650 -4%
PAM
758
Panagora Asset Management
Massachusetts
$3.25M -$480K -2,313 -13%
PIM
759
Penobscot Investment Management
Massachusetts
$3.24M -$239K -1,154 -7%
BFM
760
Boston Financial Management
Massachusetts
$3.21M +$1.1M +5,292 +53%
CG
761
Cutler Group
California
$3.19M +$856K +4,126 +37%
FBA
762
Front Barnett Associates
Illinois
$3.17M +$2.08K +10 +0.1%
VCAM
763
Van Cleef Asset Management
Ohio
$3.16M -$126K -609 -4%
WS
764
Wedbush Securities
California
$3.16M +$333K +1,605 +12%
MC
765
Middleton & Co
Massachusetts
$3.13M +$733K +3,535 +31%
WP
766
WealthPLAN Partners
Nebraska
$3.13M +$5.39M +25,992 New
EMA
767
Efficient Market Advisors
California
$3.12M -$123K -592 -4%
SCM
768
Shelton Capital Management
Colorado
$3.09M +$83K +400 +3%
WA1
769
Wimmer Associates 1
California
$3.09M +$413K +1,992 +16%
LAM
770
Lebenthal Asset Management
New York
$3.07M +$3.04M +14,664 New
DC
771
Davenport & Co
Virginia
$3.04M +$585K +2,818 +24%
RIL
772
Rothschild Investment LLC
Illinois
$3.03M +$44.2K +213 +1%
BIC
773
Beach Investment Counsel
Pennsylvania
$3M – – –
GHA
774
GW Henssler & Associates
Georgia
$2.99M -$697K -3,361 -19%
VC
775
Vicus Capital
Pennsylvania
$2.96M +$66.2K +319 +2%
29 30
31
32 33