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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BEC
976
Blue Edge Capital
Virginia
$2.16M +$23.7K +96 +1%
FAM
977
Formidable Asset Management
Ohio
$2.16M +$94.2K +382 +5%
CL
978
CPWM LLC
Washington
$2.15M -$209K -846 -9%
CCT
979
Capital City Trust
Florida
$2.15M – – –
GJIC
980
Gamble Jones Investment Counsel
California
$2.15M +$74K +300 +4%
NSAM
981
North Star Asset Management
Wisconsin
$2.15M -$27.1K -110 -1%
TWA
982
TCI Wealth Advisors
Arizona
$2.15M -$71.5K -290 -3%
DWM
983
Destination Wealth Management
California
$2.13M -$151K -614 -7%
BWFA
984
Baltimore-Washington Financial Advisors
Maryland
$2.13M +$155K +630 +8%
LPT
985
Legacy Private Trust
Wisconsin
$2.13M +$13.8K +56 +0.7%
SA
986
SL Advisors
New Jersey
$2.12M +$2.08M +8,456 New
GP
987
Girard Partners
Pennsylvania
$2.12M -$183K -744 -8%
CA
988
Clearstead Advisors
Ohio
$2.11M +$96.4K +391 +5%
CCP
989
Corient Capital Partners
California
$2.1M -$3.7K -15 -0.2%
BDF
990
Balasa Dinverno & Foltz
$2.08M -$155K -628 -7%
QCMC
991
Quantum Capital Management (California)
California
$2.07M -$357K -1,447 -15%
PAI
992
Pittenger & Anderson Inc
Nebraska
$2.06M +$76.4K +310 +4%
MIC
993
Meridian Investment Counsel
California
$2.06M -$10.6K -43 -0.5%
BO
994
BRR OpCo
Ohio
$2.04M +$1.38M +5,580 +219%
GLA
995
Good Life Advisors
Pennsylvania
$2.04M -$643K -2,610 -25%
FAM
996
Fenimore Asset Management
New York
$2.04M -$475K -1,928 -19%
LIM
997
Loudon Investment Management
New Hampshire
$2.03M -$247 -1 -0%
PP
998
Pegasus Partners
Wisconsin
$2.03M -$82.3K -334 -4%
CBT
999
Capital Bank & Trust
California
$2.02M – – –
ACM
1000
Alpha Capital Management
Texas
$2M +$2.22K +9 +0.1%
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40
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