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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1051
Granite Investment Advisors
New Hampshire
$376K -$9.51K -50 -3%
KFA
1052
Kelleher Financial Advisors
New York
$376K – – –
IAS
1053
IMA Advisory Services
Colorado
$370K – – –
CT
1054
Cambridge Trust
Massachusetts
$367K -$27.9K -147 -7%
CCA
1055
Conestoga Capital Advisors
Pennsylvania
$366K – – –
WPP
1056
Whalerock Point Partners
Rhode Island
$366K +$39.4K +207 +12%
SFM
1057
Stack Financial Management
Montana
$365K +$58K +305 +20%
BSW
1058
Buckingham Strategic Wealth
Missouri
$365K +$87.7K +461 +33%
CW
1059
Cabot-Wellington
Massachusetts
$363K – – –
LC
1060
Lakeshore Capital
Alabama
$361K – – –
PO
1061
Private Ocean
California
$359K -$37.3K -196 -10%
PCM
1062
Palouse Capital Management
Washington
$358K +$13.9K +73 +4%
SPC
1063
Stewart & Patten Company
California
$355K -$51.3K -270 -13%
GP
1064
Girard Partners
Pennsylvania
$354K +$19K +100 +6%
PFC
1065
Poplar Forest Capital
California
$353K +$20.2K +106 +6%
RFA
1066
Reilly Financial Advisors
California
$352K +$5.7K +30 +2%
WA
1067
WealthTrust Axiom
Pennsylvania
$351K +$57K +300 +20%
CT
1068
CMT Trading
Illinois
$347K -$14.8K -78 -4%
SRC
1069
Shufro Rose & Co
New York
$344K -$14.3K -75 -4%
CW
1070
Cobiz Wealth
Colorado
$337K +$27.2K +143 +9%
CCM
1071
Carlson Capital Management
Minnesota
$331K +$25.7K +135 +9%
PCM
1072
Parsons Capital Management
Rhode Island
$329K +$380 +2 +0.1%
VFP
1073
Verus Financial Partners
Virginia
$328K -$26.6K -140 -8%
BO
1074
BRR OpCo
Ohio
$327K +$190 +1 +0.1%
AHS
1075
Aspiriant Holdings S3
California
$326K +$317K +1,665 New
41 42
43
44 45