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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1201
Parthenon LLC
Kentucky
$543K – – –
TP
1202
Truvvo Partners
New York
$534K +$98.8K +476 +23%
HCM
1203
Harvest Capital Management
New Hampshire
$531K -$830 -4 -0.2%
PAG
1204
Pinnacle Advisory Group
Maryland
$531K +$21.6K +104 +4%
RG
1205
Renaissance Group
Kentucky
$529K – – –
SCA
1206
STALEY CAPITAL ADVISERS
Pennsylvania
$524K – – –
JWA
1207
JFS Wealth Advisors
Pennsylvania
$522K -$128K -619 -20%
MFT
1208
Moisand Fitzgerald Tamayo
Florida
$520K -$39.2K -189 -7%
FNB
1209
Farmers National Bank
Kentucky
$520K -$3.53K -17 -0.7%
HDIM
1210
Hanson & Doremus Investment Management
Vermont
$519K +$2.08K +10 +0.4%
DIA
1211
Dean Investment Associates
Ohio
$519K +$2.49K +12 +0.5%
EHC
1212
Everett Harris & Co
California
$518K -$74.7K -360 -13%
ZCI
1213
Zevenbergen Capital Investments
Washington
$518K +$14.5K +70 +3%
DIS
1214
Diversified Investment Strategies
Louisiana
$516K – – –
TCB
1215
Texas Capital Bancshares
Texas
$512K +$507K +2,443 New
UB
1216
UMB Bank
Missouri
$507K -$203K -976 -29%
CMP
1217
Courage Miller Partners
Virginia
$507K -$51.7K -249 -9%
WRM
1218
Westport Resources Management
Connecticut
$505K -$46.3K -223 -8%
BCM
1219
BTR Capital Management
California
$505K – – –
CPSAC
1220
Chas P. Smith & Associates (CPS)
Florida
$504K -$4.48M -21,580 -90%
BWFA
1221
Baltimore-Washington Financial Advisors
Maryland
$504K +$19.7K +95 +4%
W
1222
Wealthfront
California
$503K +$83.4K +402 +20%
LCOV
1223
London Company of Virginia
Virginia
$503K +$498K +2,400 New
GF
1224
Gerstein Fisher
New York
$501K -$51K -246 -9%
WI
1225
Wintrust Investments
Illinois
$501K +$8.91M +42,961 New
47 48
49
50 51