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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GGPS
951
Gary Goldberg Planning Services
New York
$313K – – –
VFP
952
Verus Financial Partners
Virginia
$309K -$40.6K -242 -12%
SWM
953
Segment Wealth Management
Texas
$309K – – –
CPO
954
Cerity Partners OCIO
New York
$302K -$13.2K -79 -4%
LC
955
Lakeshore Capital
Alabama
$296K +$5.2K +31 +2%
ZCI
956
Zevenbergen Capital Investments
Washington
$296K +$16.8K +100 +6%
KFA
957
Kelleher Financial Advisors
New York
$288K +$23.5K +140 +9%
FM
958
Foster & Motley
Ohio
$284K +$283K +1,691 New
ACM
959
Academy Capital Management
Texas
$283K – – –
KTC
960
Kistler-Tiffany Companies
Pennsylvania
$282K +$62K +370 +28%
CW
961
Cobiz Wealth
Colorado
$277K -$78.1K -466 -22%
PCM
962
Parsons Capital Management
Rhode Island
$275K +$670 +4 +0.2%
FMWA
963
Forvis Mazars Wealth Advisors
Missouri
$273K +$272K +1,623 New
CASB
964
Cape Ann Savings Bank
Massachusetts
$271K – – –
CRC
965
Curi RMB Capital
Illinois
$270K -$7.21K -43 -3%
RFA
966
Reilly Financial Advisors
California
$268K +$164K +981 +163%
EWM
967
Empirical Wealth Management
Washington
$267K +$21.8K +130 +9%
BIC
968
Bridges Investment Counsel
Nebraska
$265K -$6.7K -40 -2%
SCA
969
STALEY CAPITAL ADVISERS
Pennsylvania
$265K +$264K +1,575 New
GAM
970
Garrison Asset Management
Arkansas
$264K -$206K -1,230 -44%
CW
971
Cabot-Wellington
Massachusetts
$262K – – –
RCM
972
RNC Capital Management
California
$255K -$145K -864 -36%
ACA
973
Anchor Capital Advisors
Massachusetts
$255K +$254K +1,515 New
CAMI
974
Concord Asset Management (Illinois)
Illinois
$254K – – –
WCP
975
Welch Capital Partners
New York
$254K +$41.9K +250 +20%
37 38
39
40 41