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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1201
Chilton Investment Company
Connecticut
$1.03M -$240K -1,000 -19%
ATC
1202
Argent Trust Co
Tennessee
$1.02M – – –
TSWM
1203
Triangle Securities Wealth Management
North Carolina
$1.02M -$161K -670 -14%
LS
1204
Lattice Strategies
Pennsylvania
$1.01M -$326K -1,360 -25%
BA
1205
BKS Advisors
Michigan
$1.01M -$14.4K -60 -1%
ECM
1206
EagleClaw Capital Management
Massachusetts
$1.01M +$71.9K +300 +8%
VCM
1207
Vigilant Capital Management
Maine
$1.01M -$19.7K -82 -2%
CCG
1208
Chatham Capital Group
Georgia
$1.01M +$169K +705 +20%
AUB
1209
Atlantic Union Bankshares
Virginia
$1M +$53.9K +225 +6%
RC
1210
Randolph Company
Ohio
$1M – – –
AMIM
1211
Aull & Monroe Investment Management
Alabama
$1M -$35.9K -150 -3%
EK
1212
Evensky & Katz
Florida
$994K -$137K -572 -12%
BCM
1213
Bluefin Capital Management
New York
$992K +$983K +4,100 New
BCA
1214
Bray Capital Advisors
Florida
$987K +$2.16K +9 +0.2%
NDSI
1215
Newman Dignan & Sheerar Inc
Rhode Island
$983K +$240 +1 +0%
TDC
1216
Thompson Davis & Co
Virginia
$981K -$289K -1,207 -23%
CC
1217
Callan Capital
California
$979K +$351K +1,463 +57%
PFO
1218
Pathstone Family Office
New Jersey
$972K – – –
OCM
1219
One Capital Management
California
$960K +$240 +1 +0%
ISL
1220
Ingalls & Snyder LLC
New York
$948K +$30K +125 +3%
CGL
1221
Clarius Group LLC
Washington
$938K -$14.9K -62 -2%
SAM
1222
Selway Asset Management
$936K +$599K +2,500 +182%
SFG
1223
StrategIQ Financial Group
Indiana
$934K -$3.12K -13 -0.3%
SFPM
1224
Sensible Financial Planning & Management
Massachusetts
$932K – – –
AEPG
1225
American Economic Planning Group
New Jersey
$932K +$70.9K +296 +8%
47 48
49
50 51