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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RTS
876
Round Table Services
New Jersey
$1.1M +$102K +539 +11%
IC
877
Inverness Counsel
New York
$1.09M – – –
BOK
878
Bank of Kentucky
Kentucky
$1.08M +$1.9K +10 +0.2%
SC
879
SouthState Corp
Florida
$1.08M +$196K +1,031 +23%
GT
880
Greenleaf Trust
Michigan
$1.07M -$6.66K -35 -0.6%
HCA
881
Harbour Capital Advisors
Virginia
$1.07M +$2.28K +12 +0.2%
I
882
IberiaBank
Louisiana
$1.07M +$51.3K +270 +5%
QC
883
QCM Cayman
Texas
$1.05M -$4.51M -23,736 -82%
FIM
884
Frontier Investment Management
Texas
$1.04M -$28.5K -150 -3%
NGA
885
Naples Global Advisors
Florida
$1.03M – – –
BWP
886
Baldwin Wealth Partners
Massachusetts
$1.02M +$190 +1 +0%
FCH
887
Freestone Capital Holdings
Washington
$1.02M +$989K +5,200 New
EP
888
Edgestream Partners
New Jersey
$1.01M +$980K +5,153 New
BEC
889
Blue Edge Capital
Virginia
$1.01M -$13.3K -70 -1%
LIM
890
Loudon Investment Management
New Hampshire
$1M -$13.3K -70 -1%
WCP
891
Welch Capital Partners
New York
$990K – – –
EWM
892
Empirical Wealth Management
Washington
$990K +$352K +1,853 +58%
MFBTD
893
MB Financial Bank - Trust Department
Illinois
$988K -$63.7K -335 -6%
FFA
894
Fragasso Financial Advisors
Pennsylvania
$987K -$473K -2,489 -33%
IIM
895
Ivory Investment Management
New York
$986K +$958K +5,040 New
PCTC
896
Perkins Coie Trust Company
Washington
$966K -$113K -594 -11%
JFA
897
JNBA Financial Advisors
Minnesota
$966K -$16.4K -86 -2%
NPF
898
Norris Perne & French
Michigan
$963K +$2.85K +15 +0.3%
AWA
899
Arete Wealth Advisors
Illinois
$963K +$96.8K +509 +12%
TSW
900
Thompson Siegel & Walmsley
Virginia
$962K -$32.3K -170 -3%
34 35
36
37 38