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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
926
Smith & Howard Wealth Management
Georgia
$851K +$70.8K +400 +10%
DAM
927
Delta Asset Management
Tennessee
$850K -$70.8K -400 -8%
KIA
928
Kopp Investment Advisors
Minnesota
$850K – – –
KF
929
Kopp Funds
Wisconsin
$850K +$814K +4,600 New
PCA
930
Private Capital Advisors
Connecticut
$849K +$813K +4,595 New
RBC
931
Ronald Blue & Co
Georgia
$845K +$182K +1,031 +29%
GI
932
Glovista Investments
New Jersey
$838K -$787K -4,446 -49%
NI
933
Numeric Investors
Massachusetts
$835K -$101K -570 -11%
BONST
934
Bank of Nova Scotia Trust
Ontario, Canada
$829K -$8.85K -50 -1%
LW
935
Linscomb Wealth
Texas
$819K +$35.6K +201 +5%
RT
936
Reliance Trust
Georgia
$813K -$109K -615 -12%
AIM
937
Acropolis Investment Management
Missouri
$813K – – –
SSWM
938
Smith Salley Wealth Management
North Carolina
$813K +$131K +740 +20%
MC
939
Mathes Company
New York
$813K +$779K +4,400 New
PFBT
940
Parkside Financial Bank & Trust
Missouri
$809K +$91.5K +517 +13%
AWA
941
Arete Wealth Advisors
Illinois
$798K +$765K +4,321 New
TAM
942
Thornmark Asset Management
Ontario, Canada
$794K – – –
OC
943
Oarsman Capital
Wisconsin
$793K -$30.4K -172 -4%
RIA
944
Regal Investment Advisors
Michigan
$790K -$293K -1,653 -28%
SNBOSCI
945
Security National Bank of Sioux City Iowa
Iowa
$782K +$531K +3,000 +243%
RGC
946
Roberts, Glore & Co
Illinois
$776K -$31.5K -178 -4%
RCM
947
Rivernorth Capital Management
Florida
$774K -$586K -3,310 -44%
RIL
948
Rothschild Investment LLC
Illinois
$771K +$26.5K +150 +4%
SC
949
SouthState Corp
Florida
$767K +$338K +1,910 +85%
LIC
950
Lodestar Investment Counsel
Illinois
$762K +$10.6K +60 +1%
36 37
38
39 40