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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
951
Advisor Partners
California
$1.54M -$195K -970 -11%
AWA
952
Arete Wealth Advisors
Illinois
$1.53M -$1.68M -8,369 -53%
SWK
953
Stephen W. Kidder
$1.53M +$193K +960 +15%
WF
954
WealthTrust Fairport
Ohio
$1.53M -$169K -840 -10%
OAM
955
Occidental Asset Management
California
$1.52M -$6.03K -30 -0.4%
BPM
956
Bowling Portfolio Management
Ohio
$1.52M -$158K -785 -10%
RP
957
Reinhart Partners
Wisconsin
$1.52M +$172K +858 +13%
SC
958
Sumit Capital
New York
$1.51M -$4.22M -21,002 -74%
GKIM
959
GW&K Investment Management
Massachusetts
$1.5M +$1.47M +7,321 New
BT
960
Beacon Trust
New Jersey
$1.49M -$106K -527 -7%
PCA
961
Personal Capital Advisors
California
$1.49M -$25.5K -127 -2%
IWA
962
Inspirion Wealth Advisors
Illinois
$1.48M +$1.45M +7,205 New
1IA
963
1834 Investment Advisors
Wisconsin
$1.48M +$104K +515 +8%
FCIM
964
Fairview Capital Investment Management
California
$1.48M -$1.01M -5,000 -41%
WCM
965
Wunderlich Capital Managemnt
Tennessee
$1.47M -$374K -1,862 -21%
TC
966
TradeLink Capital
Illinois
$1.47M -$1.13M -5,627 -44%
CCM
967
Compton Capital Management
Rhode Island
$1.46M -$23.5K -117 -2%
BCA
968
Bray Capital Advisors
Florida
$1.46M +$1.43M +7,110 New
SC
969
SouthState Corp
Florida
$1.45M +$232K +1,152 +19%
TWA
970
TCI Wealth Advisors
Arizona
$1.45M -$65.3K -325 -4%
ECM
971
Estabrook Capital Management
New York
$1.43M +$1.38M +6,850 +5,708%
CBN
972
Cadence Bank NA
Texas
$1.43M +$57.1K +284 +4%
MIC
973
Meridian Investment Counsel
California
$1.42M +$30.6K +152 +2%
ATC
974
Argent Trust Company
Louisiana
$1.42M +$40.4K +201 +3%
BIM
975
Baldwin Investment Management
Pennsylvania
$1.41M – – –
37 38
39
40 41