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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FFSOTS
826
Fiduciary Financial Services of The Southwest
Texas
$5.31M -$126K -485 -2%
SI
827
SimpliFi Inc
California
$5.28M +$5.15M +19,794 New
AIM
828
Avity Investment Management
Connecticut
$5.27M +$1.04M +4,000 +25%
FTIOP
829
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.25M -$105K -402 -2%
CL
830
CIM LLC
New York
$5.21M -$5.98K -23 -0.1%
SMC
831
Smith, Moore & Co
Missouri
$5.2M -$270K -1,039 -5%
SCM
832
Sterneck Capital Management
Missouri
$5.18M -$13K -50 -0.3%
OMC
833
Overbrook Management Corp
New York
$5.14M -$59.8K -230 -1%
NB
834
NBT Bank
New York
$5.14M -$136K -522 -3%
FAM
835
Foothills Asset Management
Arizona
$5.13M -$741K -2,848 -13%
DY
836
Dowling & Yahnke
California
$5.13M +$1.82K +7 +0%
AWM
837
Altium Wealth Management
New York
$5.12M +$4.97M +19,094 New
NEGWA
838
New England Guild Wealth Advisors
Connecticut
$5.08M +$4.95M +19,020 New
HCC
839
Hirtle Callaghan & Co
Pennsylvania
$5.07M – – –
BHBT
840
Burke & Herbert Bank & Trust
Virginia
$5.07M -$119K -459 -2%
ST
841
Spinnaker Trust
Maine
$5.07M -$39.3K -151 -0.8%
LBC
842
Lawrence B. Cohen
$5.04M -$365K -1,404 -7%
ECM
843
Evergreen Capital Management
Washington
$5M +$224K +863 +5%
SCM
844
Sterling Capital Management
North Carolina
$4.97M +$66.6K +256 +1%
AI
845
AIA International
Hong Kong
$4.96M +$4.83M +18,576 New
KTA
846
Keeley-Teton Advisors
Illinois
$4.94M -$4.68K -18 -0.1%
FBFS
847
First Business Financial Services
Wisconsin
$4.92M +$107K +413 +2%
BJ
848
Brouwer & Janachowski
California
$4.91M -$32K -123 -0.7%
NL
849
NVWM LLC
Pennsylvania
$4.89M +$4.74M +18,234 New
ACM
850
Alta Capital Management
Utah
$4.89M +$4.77M +18,326 New
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