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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1101
Cabot-Wellington
Massachusetts
$365K – – –
PO
1102
Private Ocean
California
$362K +$791 +4 +0.2%
SPC
1103
Stewart & Patten Company
California
$358K – – –
GP
1104
Girard Partners
Pennsylvania
$357K +$198 +1 +0.1%
AW
1105
ACG Wealth
Georgia
$351K -$352K -1,780 -50%
CG
1106
Clinton Group
New York
$349K +$350K +1,770 New
WPP
1107
Whalerock Point Partners
Rhode Island
$346K -$22.7K -115 -6%
AI
1108
ArchPoint Investors
Florida
$345K -$49.4K -250 -13%
CW
1109
Cobiz Wealth
Colorado
$339K – – –
CCM
1110
Carlson Capital Management
Minnesota
$333K – – –
BIC
1111
Bridges Investment Counsel
Nebraska
$333K +$27.7K +140 +9%
CCB
1112
Cutter & Co Brokerage
Missouri
$333K +$61.5K +311 +23%
VFP
1113
Verus Financial Partners
Virginia
$332K +$1.78K +9 +0.5%
NYLT
1114
New York Life Trust
New York
$332K +$215K +1,089 +183%
PCM
1115
Parsons Capital Management
Rhode Island
$331K +$791 +4 +0.2%
CC
1116
Cornerstone Capital
California
$330K -$183K -925 -36%
AIA
1117
Avalon Investment & Advisory
Texas
$328K +$329K +1,665 New
AHS
1118
Aspiriant Holdings S3
California
$327K -$791 -4 -0.2%
SRC
1119
Shufro Rose & Co
New York
$326K -$19.8K -100 -6%
ZCI
1120
Zevenbergen Capital Investments
Washington
$326K -$988 -5 -0.3%
WAM
1121
Weatherly Asset Management
California
$325K – – –
LIA
1122
LBMC Investment Advisors
Tennessee
$325K +$44.7K +226 +16%
BO
1123
BRR OpCo
Ohio
$321K -$8.3K -42 -3%
AIM
1124
Arcadia Investment Management
Michigan
$320K – – –
RFA
1125
Reilly Financial Advisors
California
$319K -$33.6K -170 -10%
43 44
45
46 47