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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ZCI
1226
Zevenbergen Capital Investments
Washington
$554K +$19K +88 +4%
BWFA
1227
Baltimore-Washington Financial Advisors
Maryland
$554K +$32.4K +150 +6%
PAG
1228
Pinnacle Advisory Group
Maryland
$549K +$6.7K +31 +1%
SCA
1229
STALEY CAPITAL ADVISERS
Pennsylvania
$546K +$4.75K +22 +0.9%
BA
1230
BKS Advisors
Michigan
$545K +$216K +1,000 +66%
CCB
1231
Cutter & Co Brokerage
Missouri
$541K +$56K +259 +12%
BHTS
1232
Bar Harbor Trust Services
Maine
$541K +$541K +2,502 New
DIA
1233
Dean Investment Associates
Ohio
$538K +$2.59K +12 +0.5%
MFT
1234
Moisand Fitzgerald Tamayo
Florida
$537K – – –
RWA
1235
River Wealth Advisors
Pennsylvania
$535K +$155K +716 +41%
DIS
1236
Diversified Investment Strategies
Louisiana
$533K – – –
UB
1237
UMB Bank
Missouri
$532K +$9.08K +42 +2%
HDIM
1238
Hanson & Doremus Investment Management
Vermont
$531K -$5.4K -25 -1%
CI
1239
Cavalier Investments
Georgia
$530K +$116K +535 +28%
TCB
1240
Texas Capital Bancshares
Texas
$528K – – –
CMP
1241
Courage Miller Partners
Virginia
$523K – – –
GF
1242
Gerstein Fisher
New York
$523K +$5.19K +24 +1%
MMA
1243
Miracle Mile Advisors
California
$522K +$54K +250 +12%
RG
1244
Renaissance Group
Kentucky
$518K -$28.3K -131 -5%
ST
1245
Sabal Trust
Florida
$518K +$518K +2,396 New
MCM
1246
Maryland Capital Management
Maryland
$517K -$57.3K -265 -10%
FAT
1247
First American Trust
California
$513K -$144K -665 -22%
HCA
1248
Horan Capital Advisors
Ohio
$513K -$88.4K -409 -15%
VWM
1249
Venturi Wealth Management
Texas
$509K -$801K -3,704 -61%
HL
1250
HeadInvest LLC
Maine
$508K +$26.8K +124 +6%
48 49
50
51 52