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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
1101
Bangor Savings Bank
Maine
$924K -$432 -2 -0%
VCM
1102
Vigilant Capital Management
Maine
$919K +$746K +3,450 +431%
WPC
1103
Waters Parkerson & Co
Louisiana
$916K +$63.5K +294 +7%
SCM
1104
Stonerise Capital Management
California
$916K +$41.1M +190,000 +90%
LIM
1105
Loudon Investment Management
New Hampshire
$899K -$53K -245 -6%
AWE
1106
Avidian Wealth Enterprises
Texas
$898K +$468K +2,164 +109%
NDSI
1107
Newman Dignan & Sheerar Inc
Rhode Island
$894K -$1.3K -6 -0.1%
CA
1108
Cornerstone Advisory
Maryland
$888K -$42.8K -198 -5%
LVP
1109
Limestone Value Partners
Texas
$887K -$536K -2,478 -38%
NI
1110
Numeric Investors
Massachusetts
$887K -$108K -500 -11%
LAM
1111
Lebenthal Asset Management
New York
$875K -$2.3M -10,620 -72%
HC
1112
Hourglass Capital
Texas
$872K -$97.3K -450 -10%
NYLIM
1113
New York Life Investment Management
New York
$871K -$347K -1,605 -28%
GCM
1114
Glaxis Capital Management
Florida
$870K -$212K -980 -20%
W
1115
Wealthfront
California
$867K +$348K +1,609 +67%
AUB
1116
Atlantic Union Bankshares
Virginia
$866K – – –
KFS
1117
Kurt F. Somerville
$865K – – –
PP
1118
Prudential plc
United Kingdom
$863K -$5.51M -25,500 -86%
CCM
1119
Carlson Capital Management
Minnesota
$862K – – –
WCBA
1120
Weaver C. Barksdale & Associates
Tennessee
$861K -$316K -1,464 -27%
IIC
1121
Ironwood Investment Counsel
Arizona
$858K +$546K +2,528 +176%
P
1122
Pitcairn
Pennsylvania
$857K – – –
FWCM
1123
Ferguson Wellman Capital Management
Oregon
$855K – – –
VCM
1124
Verger Capital Management
North Carolina
$854K – – –
MFIMFI
1125
Mesirow Financial Investment Management - Fixed Income
Illinois
$853K – – –
43 44
45
46 47