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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
926
American Investment Services
Massachusetts
$4.74M -$648K -2,250 -12%
EWA
927
Exencial Wealth Advisors
Oklahoma
$4.71M -$1.15K -4 -0%
WAM
928
Wolverine Asset Management
Illinois
$4.69M +$4.18M +14,500 +967%
RIL
929
Rothschild Investment LLC
Illinois
$4.68M +$280K +973 +6%
CBFP
930
Cedar Brook Financial Partners
Ohio
$4.67M -$85.8K -298 -2%
BEC
931
Blue Edge Capital
Virginia
$4.63M +$813K +2,822 +22%
WIP
932
Wellesley Investment Partners
Massachusetts
$4.63M +$424K +1,471 +10%
CCP
933
Corient Capital Partners
California
$4.62M -$98.2K -341 -2%
BAM
934
Barrett Asset Management
New York
$4.62M +$59.6K +207 +1%
NFG
935
Next Financial Group
Texas
$4.6M +$3.52M +12,207 +349%
FAM
936
Foothills Asset Management
Arizona
$4.6M -$128K -443 -3%
KCM
937
Kanawha Capital Management
Virginia
$4.59M -$2.88K -10 -0.1%
FHC
938
First Heartland Consultants
Missouri
$4.57M +$686K +2,382 +18%
MCIM
939
Meadow Creek Investment Management
Georgia
$4.56M +$3.5M +12,144 +355%
CBU
940
CIBC Bank USA
Illinois
$4.54M +$753K +2,615 +20%
ED
941
Exane Derivatives
France
$4.54M +$984K +3,416 +28%
SA
942
Shilanski & Associates
Alaska
$4.49M +$4.41M +15,316 New
SWA
943
Stratos Wealth Advisors
Ohio
$4.45M -$2.24M -7,783 -34%
TL
944
TrueWealth LLC
Georgia
$4.44M – – –
AIM
945
Avity Investment Management
Connecticut
$4.43M -$446K -1,548 -9%
WCM
946
Windham Capital Management
Massachusetts
$4.42M – – –
JWBC
947
J.W. Burns & Co
New York
$4.41M -$102K -355 -2%
SCM
948
Sitrin Capital Management
California
$4.41M -$3.21M -11,140 -43%
SSA
949
Schonfeld Strategic Advisors
New York
$4.39M +$343K +1,191 +9%
TI
950
Tidal Investments
Wisconsin
$4.39M +$3.28M +11,386 +317%
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38
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