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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
1226
Atlantic Union Bankshares
Virginia
$890K -$5.46K -25 -0.6%
CCM
1227
Carlson Capital Management
Minnesota
$889K -$1.31K -6 -0.2%
MFIMFI
1228
Mesirow Financial Investment Management - Fixed Income
Illinois
$886K +$4.37K +20 +0.5%
P
1229
Pitcairn
Pennsylvania
$885K – – –
VCM
1230
Verger Capital Management
North Carolina
$883K – – –
CGL
1231
Clarius Group LLC
Washington
$882K +$14.9K +68 +2%
SFPM
1232
Sensible Financial Planning & Management
Massachusetts
$863K -$2.62K -12 -0.3%
SHWM
1233
Smith & Howard Wealth Management
Georgia
$858K -$153K -700 -15%
AHB
1234
Abner Herrman & Brock
New Jersey
$855K +$240K +1,100 +41%
CCB
1235
Cutter & Co Brokerage
Missouri
$854K +$288K +1,319 +53%
KT
1236
Kanaly Trust
Texas
$849K -$111K -506 -12%
PMG
1237
ProVise Management Group
Florida
$845K +$19.2K +88 +2%
FWCM
1238
Ferguson Wellman Capital Management
Oregon
$835K -$47.4K -217 -5%
SFS
1239
Summit Financial Strategies
Ohio
$830K +$43.7K +200 +6%
OCM
1240
One Capital Management
California
$829K +$22.3K +102 +3%
PAMU
1241
Pictet Asset Management (UK)
United Kingdom
$827K -$37.2M -170,133 -98%
IFA
1242
Interactive Financial Advisors
Illinois
$825K -$160K -733 -17%
NFA
1243
Nationwide Fund Advisors
Ohio
$823K +$804K +3,680 New
LGWM
1244
Litman Gregory Wealth Management
California
$818K +$96.8K +443 +14%
CPA
1245
Clear Perspective Advisors
Illinois
$818K +$800K +3,660 New
OA
1246
Outfitter Advisors
Virginia
$816K -$40.4K -185 -5%
NFG
1247
NewFocus Financial Group
Washington
$814K +$142K +648 +22%
FMWA
1248
Forvis Mazars Wealth Advisors
Missouri
$813K -$17.3K -79 -2%
SIAP
1249
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$811K +$793K +3,630 New
FPFS
1250
First Personal Financial Services
North Carolina
$810K +$253K +1,160 New
48 49
50
51 52