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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1051
IMA Advisory Services
Colorado
$354K
CCA
1052
Conestoga Capital Advisors
Pennsylvania
$350K
CW
1053
Cabot-Wellington
Massachusetts
$347K
CT
1054
CMT Trading
Illinois
$346K +$339K +1,849 New
LC
1055
Lakeshore Capital
Alabama
$345K -$49.7K -271 -13%
MIP
1056
Marietta Investment Partners
Wisconsin
$343K -$39.5K -215 -10%
SRC
1057
Shufro Rose & Co
New York
$342K
IIA
1058
IPG Investment Advisors
California
$340K -$44K -240 -12%
VFP
1059
Verus Financial Partners
Virginia
$339K -$6.24K -34 -2%
CASB
1060
Cape Ann Savings Bank
Massachusetts
$337K +$35.8K +195 +12%
EGA
1061
E&G Advisors
Texas
$337K +$73.4K +400 +29%
CCM
1062
Coe Capital Management
Illinois
$335K -$75.2K -410 -19%
RFA
1063
Reilly Financial Advisors
California
$329K +$26.2K +143 +9%
PCM
1064
Palouse Capital Management
Washington
$328K +$322K +1,756 New
WIC
1065
Whitegate Investment Counselors
New Hampshire
$327K +$292K +1,589 New
GP
1066
Girard Partners
Pennsylvania
$320K +$4.77K +26 +2%
PFC
1067
Poplar Forest Capital
California
$317K +$67.9K +370 +28%
FCCM
1068
First City Capital Management
Georgia
$315K +$35.1K +191 +8%
PCM
1069
Parsons Capital Management
Rhode Island
$314K +$6.24K +34 +2%
BO
1070
BRR OpCo
Ohio
$313K +$61.3K +334 +25%
WPP
1071
Whalerock Point Partners
Rhode Island
$311K
ZCI
1072
Zevenbergen Capital Investments
Washington
$311K
KPCM
1073
Kings Point Capital Management
New York
$309K +$24.8K +135 +9%
FMWA
1074
Forvis Mazars Wealth Advisors
Missouri
$302K -$3.49K -19 -1%
CRC
1075
Curi RMB Capital
Illinois
$301K