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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SKK
876
Shepherd Kaplan Krochuk
Massachusetts
$1.26M -$231K -1,169 -15%
HCM
877
HM Capital Management
Missouri
$1.26M +$54.4K +275 +4%
VVP
878
Vulcan Value Partners
Alabama
$1.25M +$1.25M +6,335 New
EIM
879
Emerson Investment Management
Massachusetts
$1.25M -$9.29K -47 -0.7%
HEIP
880
Hudson Edge Investment Partners
New Jersey
$1.23M -$19.8K -100 -2%
CCG
881
Cypress Capital Group
Florida
$1.23M +$22.5K +114 +2%
RTS
882
Round Table Services
New Jersey
$1.22M +$118K +595 +11%
BAM
883
Brave Asset Management
New Jersey
$1.22M -$71.2K -360 -6%
FPCM
884
Financial Partners Capital Management
New York
$1.22M +$397K +2,010 +48%
CFA
885
Capstone Financial Advisors
Illinois
$1.21M +$90.1K +456 +8%
BWP
886
Baldwin Wealth Partners
Massachusetts
$1.21M +$183K +926 +18%
AMIM
887
Aull & Monroe Investment Management
Alabama
$1.2M -$16.8K -85 -1%
CAM
888
Congress Asset Management
Massachusetts
$1.2M – – –
FIM
889
Frontier Investment Management
Texas
$1.2M +$153K +775 +15%
AWA
890
ARS Wealth Advisors
Florida
$1.19M +$4.94K +25 +0.4%
AWCI
891
Alpine Woods Capital Investors
New York
$1.18M +$1.19M +6,000 New
FANJ
892
Financial Architects (New Jersey)
New Jersey
$1.18M -$184K -932 -14%
IC
893
Inverness Counsel
New York
$1.17M – – –
GI
894
Glovista Investments
New Jersey
$1.17M – – –
GJIC
895
Gamble Jones Investment Counsel
California
$1.17M +$60.1K +304 +5%
SC
896
SouthState Corp
Florida
$1.17M +$79.1K +400 +7%
BTNA
897
Bremer Trust National Association
Minnesota
$1.16M -$3.37M -17,073 -74%
HSA
898
HBK Sorce Advisory
Pennsylvania
$1.16M +$4.55K +23 +0.4%
CAM
899
Capstone Asset Management
Texas
$1.16M – – –
JFA
900
JNBA Financial Advisors
Minnesota
$1.16M +$185K +938 +19%
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