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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1101
Stewart & Patten Company
California
$358K – – –
GP
1102
Girard Partners
Pennsylvania
$357K +$198 +1 +0.1%
AW
1103
ACG Wealth
Georgia
$351K -$352K -1,780 -50%
CG
1104
Clinton Group
New York
$349K +$350K +1,770 New
WPP
1105
Whalerock Point Partners
Rhode Island
$346K -$22.7K -115 -6%
AI
1106
ArchPoint Investors
Florida
$345K -$49.4K -250 -13%
CW
1107
Cobiz Wealth
Colorado
$339K – – –
CCM
1108
Carlson Capital Management
Minnesota
$333K – – –
BIC
1109
Bridges Investment Counsel
Nebraska
$333K +$27.7K +140 +9%
CCB
1110
Cutter & Co Brokerage
Missouri
$333K +$61.5K +311 +23%
VFP
1111
Verus Financial Partners
Virginia
$332K +$1.78K +9 +0.5%
NYLT
1112
New York Life Trust
New York
$332K +$215K +1,089 +183%
PCM
1113
Parsons Capital Management
Rhode Island
$331K +$791 +4 +0.2%
CC
1114
Cornerstone Capital
California
$330K -$183K -925 -36%
AIA
1115
Avalon Investment & Advisory
Texas
$328K +$329K +1,665 New
AHS
1116
Aspiriant Holdings S3
California
$327K -$791 -4 -0.2%
SRC
1117
Shufro Rose & Co
New York
$326K -$19.8K -100 -6%
ZCI
1118
Zevenbergen Capital Investments
Washington
$326K -$988 -5 -0.3%
WAM
1119
Weatherly Asset Management
California
$325K – – –
LIA
1120
LBMC Investment Advisors
Tennessee
$325K +$44.7K +226 +16%
BO
1121
BRR OpCo
Ohio
$321K -$8.3K -42 -3%
AIM
1122
Arcadia Investment Management
Michigan
$320K – – –
RFA
1123
Reilly Financial Advisors
California
$319K -$33.6K -170 -10%
SCA
1124
Stillwater Capital Advisors
Pennsylvania
$319K -$2.96K -15 -0.3%
CRC
1125
Curi RMB Capital
Illinois
$317K -$306K -1,546 -49%
43 44
45
46 47