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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AB
1051
AT Bancorp
Iowa
$378K -$39.9K -210 -10%
GIA
1052
Granite Investment Advisors
New Hampshire
$376K -$9.51K -50 -3%
KFA
1053
Kelleher Financial Advisors
New York
$376K – – –
IAS
1054
IMA Advisory Services
Colorado
$370K – – –
CT
1055
Cambridge Trust
Massachusetts
$367K -$27.9K -147 -7%
CCA
1056
Conestoga Capital Advisors
Pennsylvania
$366K – – –
WPP
1057
Whalerock Point Partners
Rhode Island
$366K +$39.4K +207 +12%
SFM
1058
Stack Financial Management
Montana
$365K +$58K +305 +20%
BSW
1059
Buckingham Strategic Wealth
Missouri
$365K +$87.7K +461 +33%
CW
1060
Cabot-Wellington
Massachusetts
$363K – – –
LC
1061
Lakeshore Capital
Alabama
$361K – – –
PO
1062
Private Ocean
California
$359K -$37.3K -196 -10%
PCM
1063
Palouse Capital Management
Washington
$358K +$13.9K +73 +4%
SPC
1064
Stewart & Patten Company
California
$355K -$51.3K -270 -13%
GP
1065
Girard Partners
Pennsylvania
$354K +$19K +100 +6%
PFC
1066
Poplar Forest Capital
California
$353K +$20.2K +106 +6%
RFA
1067
Reilly Financial Advisors
California
$352K +$5.7K +30 +2%
WA
1068
WealthTrust Axiom
Pennsylvania
$351K +$57K +300 +20%
CT
1069
CMT Trading
Illinois
$347K -$14.8K -78 -4%
SRC
1070
Shufro Rose & Co
New York
$344K -$14.3K -75 -4%
CW
1071
Cobiz Wealth
Colorado
$337K +$27.2K +143 +9%
CCM
1072
Carlson Capital Management
Minnesota
$331K +$25.7K +135 +9%
PCM
1073
Parsons Capital Management
Rhode Island
$329K +$380 +2 +0.1%
VFP
1074
Verus Financial Partners
Virginia
$328K -$26.6K -140 -8%
BO
1075
BRR OpCo
Ohio
$327K +$190 +1 +0.1%
41 42
43
44 45