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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
1201
Crossmark Global Holdings
Texas
$1.59M +$142K +500 +10%
EGA
1202
E&G Advisors
Texas
$1.59M – – –
FFA
1203
Fragasso Financial Advisors
Pennsylvania
$1.58M -$129K -453 -7%
AWP
1204
Ascent Wealth Partners
New York
$1.57M -$2.85K -10 -0.2%
AUB
1205
Atlantic Union Bankshares
Virginia
$1.55M +$140K +491 +10%
SWK
1206
Stephen W. Kidder
$1.55M – – –
ECM
1207
Exchange Capital Management
Michigan
$1.54M -$195K -685 -11%
CCM
1208
Crossvault Capital Management
Texas
$1.54M -$10.8K -38 -0.7%
UIA
1209
UBP Investment Advisors
Switzerland
$1.54M – – –
GC
1210
Giverny Capital
Quebec, Canada
$1.54M +$10.8K +38 +0.7%
RVM
1211
Robinson Value Management
Texas
$1.54M +$13.7K +48 +0.9%
TCM
1212
Tufton Capital Management
Maryland
$1.53M -$85.4K -300 -5%
CPA
1213
Capital Planning Advisors
California
$1.53M +$1.16M +4,065 +341%
CCA
1214
Clearwater Capital Advisors
Illinois
$1.53M -$37.6K -132 -2%
LJHT
1215
Laurie J. Hall Trustee
$1.52M -$34.7K -122 -2%
BFC
1216
Bedel Financial Consulting
Indiana
$1.52M +$10.3K +36 +0.7%
BTW
1217
Boston Trust Walden
Massachusetts
$1.52M -$66.9K -235 -4%
GAG
1218
GM Advisory Group
New York
$1.51M -$108K -380 -7%
SFS
1219
Summit Financial Strategies
Ohio
$1.51M +$12.8K +45 +0.9%
ANBT
1220
American National Bank & Trust
Texas
$1.51M – – –
CAM
1221
Close Asset Management
United Kingdom
$1.5M +$90K +316 +6%
FPFS
1222
First Personal Financial Services
North Carolina
$1.5M – – –
PCM
1223
Palouse Capital Management
Washington
$1.5M +$104K +366 +8%
POIA
1224
Pin Oak Investment Advisors
Texas
$1.49M +$62.6K +220 +4%
VCM
1225
Vivaldi Capital Management
Illinois
$1.49M +$201K +706 +16%
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