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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GB
901
Gunma Bank
Japan
$2.24M – – –
CAM
902
Congress Asset Management
Massachusetts
$2.24M +$965K +4,700 +75%
VFAM
903
Valley Forge Asset Management
Pennsylvania
$2.23M -$107K -522 -5%
ZF
904
Zhang Financial
Michigan
$2.23M -$236K -1,148 -9%
VNA
905
Valley National Advisers
Pennsylvania
$2.21M -$13.8K -67 -0.6%
NIP
906
Nicholas Investment Partners
California
$2.21M +$2.23M +10,844 New
RGC
907
Roberts, Glore & Co
Illinois
$2.21M -$82.1K -400 -4%
AW
908
Alpha Windward
Massachusetts
$2.21M +$30.2K +147 +1%
LNWWM
909
Laird Norton Wetherby Wealth Management
California
$2.2M -$108K -527 -5%
MNA
910
Manning & Napier Advisors
New York
$2.19M – – –
MG
911
McCutchen Group
Washington
$2.19M – – –
RWM
912
Raffa Wealth Management
District of Columbia
$2.19M +$725K +3,530 +49%
CBU
913
CIBC Bank USA
Illinois
$2.19M -$241K -1,173 -10%
BRM
914
Boston Research & Management
Massachusetts
$2.19M +$23.6K +115 +1%
CAM
915
Cubic Asset Management
Massachusetts
$2.17M +$26.7K +130 +1%
MAM
916
Mastrapasqua Asset Management
Tennessee
$2.17M +$2.18M +10,630 New
DIA
917
Denver Investment Advisors
Colorado
$2.16M – – –
IC
918
Inverness Counsel
New York
$2.14M – – –
NSAM
919
North Star Asset Management
Wisconsin
$2.13M -$6.16K -30 -0.3%
RBC
920
Ronald Blue & Co
Georgia
$2.13M +$1.26M +6,125 +143%
FIG
921
FundX Investment Group
California
$2.12M +$2.14M +10,399 New
BG
922
Bahl & Gaynor
Ohio
$2.12M -$94.1K -458 -4%
OWP
923
Obermeyer Wealth Partners
Colorado
$2.1M +$1.42M +6,908 +203%
LCG
924
Luxor Capital Group
New York
$2.1M +$2.11M +10,284 New
HIIFS
925
Harel Insurance Investments & Financial Services
Israel
$2.09M +$2.1M +10,230 New
35 36
37
38 39