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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
826
Aureus Asset Management
Massachusetts
$3.68M – – –
OFW
827
Omnia Family Wealth
Florida
$3.67M +$1.21M +5,039 +50%
SBIA
828
Sheaff Brock Investment Advisors
Indiana
$3.65M -$2.34M -9,764 -39%
YMRC
829
Yorktown Management & Research Company
Virginia
$3.63M – – –
BRWA
830
B. Riley Wealth Advisors
Florida
$3.63M -$261K -1,089 -7%
IC
831
Inverness Counsel
New York
$3.61M – – –
MPWT
832
MassMutual Private Wealth & Trust
Connecticut
$3.61M -$519K -2,165 -13%
SBH
833
Segall Bryant & Hamill
Illinois
$3.59M -$115K -480 -3%
FBA
834
Front Barnett Associates
Illinois
$3.59M +$51.5K +215 +1%
CIM
835
Confluence Investment Management
Missouri
$3.59M +$241K +1,005 +7%
SCM
836
SOL Capital Management
Maryland
$3.58M +$1.31M +5,450 +58%
RMC
837
Regis Management Company
California
$3.57M -$121K -506 -3%
CA
838
Cumberland Advisors
Florida
$3.57M -$724K -3,020 -17%
TCOV
839
Trust Company of Vermont
Vermont
$3.56M +$346K +1,445 +11%
WDL
840
Well Done LLC
Michigan
$3.55M +$88.2K +368 +3%
ACM
841
Atlanta Capital Management
Georgia
$3.54M +$3.13M +13,064 +840%
BW
842
Bison Wealth
Georgia
$3.53M +$31.6K +132 +0.9%
CS
843
Cannell & Spears
New York
$3.51M +$35.9K +150 +1%
WIP
844
Wellesley Investment Partners
Massachusetts
$3.5M -$504K -2,105 -13%
FHAM
845
Folger Hill Asset Management
New York
$3.48M +$2.5M +10,416 +261%
DWA
846
Douglass Winthrop Advisors
New York
$3.48M +$672K +2,805 +24%
DWM
847
Dakota Wealth Management
Florida
$3.48M -$64.2K -268 -2%
BIC
848
Beach Investment Counsel
Pennsylvania
$3.46M – – –
WPC
849
White Pine Capital
Minnesota
$3.46M +$105K +439 +3%
CRC
850
Curi RMB Capital
Illinois
$3.45M +$1.06M +4,407 +45%
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