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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1026
Everett Harris & Co
California
$900K -$467K -2,300 -33%
SI
1027
Shaker Investments
Ohio
$897K +$14.8K +73 +2%
NFC
1028
Northeast Financial Consultants
Connecticut
$888K – – –
BONST
1029
Bank of Nova Scotia Trust
Ontario, Canada
$882K -$23.7K -117 -2%
NGA
1030
Naples Global Advisors
Florida
$877K -$50.7K -250 -5%
AUB
1031
Atlantic Union Bankshares
Virginia
$876K +$94.5K +466 +11%
TA
1032
Tiedemann Advisors
New York
$870K -$60.6K -299 -6%
BEC
1033
Blue Edge Capital
Virginia
$869K – – –
CAM
1034
Carret Asset Management
New York
$868K +$9.13K +45 +1%
NL
1035
NWAM LLC
Washington
$863K – – –
PWS
1036
Peloton Wealth Strategists
Indiana
$856K -$17K -84 -2%
CCT
1037
Capital City Trust
Florida
$843K -$81.1K -400 -8%
CCG
1038
Chatham Capital Group
Georgia
$843K -$23.3K -115 -3%
KIA
1039
Kopp Investment Advisors
Minnesota
$843K – – –
TB
1040
Terril Brothers
Missouri
$837K – – –
CT
1041
Coastline Trust
Rhode Island
$834K -$14.2K -70 -2%
P
1042
Pitcairn
Pennsylvania
$828K – – –
BSB
1043
Bangor Savings Bank
Maine
$824K – – –
RBC
1044
Ronald Blue & Co
Georgia
$823K -$1.34M -6,604 -61%
VSWA
1045
Vontobel Swiss Wealth Advisors
Switzerland
$820K -$100K -495 -10%
CIA
1046
CCM Investment Advisers
South Carolina
$815K +$863K +4,257 New
LKIM
1047
Lawson Kroeker Investment Management
Nebraska
$810K – – –
TCM
1048
TAM Capital Management
Connecticut
$805K +$852K +4,200 New
EK
1049
Evensky & Katz
Florida
$803K +$1.42K +7 +0.2%
HC
1050
Hourglass Capital
Texas
$795K -$34.5K -170 -4%
40 41
42
43 44