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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
801
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.33M +$193K +936 +9%
AA
802
Ancora Advisors
Ohio
$2.32M -$2.26M -10,960 Closed
MNA
803
Manning & Napier Advisors
New York
$2.31M – – –
SIPS
804
Shelter Insurance Profit Sharing
Missouri
$2.31M +$2.31M +11,200 New
FAT
805
First American Trust
California
$2.29M -$944K -4,575 -29%
RBC
806
Ronald Blue & Co
Georgia
$2.29M -$32.6K -158 -1%
HM
807
Harvest Management
New York
$2.27M +$2.06M +10,000 +1,000%
BFEC
808
Benjamin F. Edwards & Company
Missouri
$2.25M +$52K +252 +2%
GE
809
General Electric
Ohio
$2.25M -$752K -3,644 -25%
EWA
810
Exencial Wealth Advisors
Oklahoma
$2.25M – – –
DWA
811
Douglass Winthrop Advisors
New York
$2.23M +$2.23M +10,829 New
ZF
812
Zhang Financial
Michigan
$2.23M +$79.7K +386 +4%
CG
813
Cleary Gull
Wisconsin
$2.23M +$2.23M +10,815 New
PCM
814
Prelude Capital Management
New York
$2.23M +$1.88M +9,105 +536%
BJL
815
Brighton Jones LLC
Washington
$2.21M +$191K +925 +9%
JAM
816
JCIC Asset Management
Ontario, Canada
$2.2M -$71.2K -345 -3%
PAMU
817
Pictet Asset Management (UK)
United Kingdom
$2.2M -$9.89M -47,900 -82%
CL
818
CPWM LLC
Washington
$2.2M -$10.5K -51 -0.5%
CCFCSB
819
Cape Cod Five Cents Savings Bank
Massachusetts
$2.19M -$42.1K -204 -2%
JWM
820
Jackson Wealth Management
Florida
$2.19M -$256K -1,240 -10%
NSAM
821
North Star Asset Management
Wisconsin
$2.18M -$169K -820 -7%
LNWWM
822
Laird Norton Wetherby Wealth Management
California
$2.18M -$40K -194 -2%
AW
823
Alpha Windward
Massachusetts
$2.18M -$131K -636 -6%
MC
824
Middleton & Co
Massachusetts
$2.18M +$563K +2,730 +35%
AL
825
Agran Libbie
California
$2.17M -$46.6K -226 -2%
31 32
33
34 35