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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
1301
L.M. Kohn & Company
Ohio
$10.6M -$125K -212 -1%
CGF
1302
Constant Guidance Financial
Massachusetts
$10.6M -$7.5M -12,732 -41%
YCM
1303
Yakira Capital Management
Connecticut
$10.5M +$10.6M +18,000 New
EFM
1304
E Fund Management
China
$10.5M +$1.23M +2,095 +13%
EFMH
1305
E Fund Management (HK)
Hong Kong
$10.5M +$1.23M +2,095 +13%
SVWAG
1306
Sound View Wealth Advisors Group
Georgia
$10.5M +$14.1K +24 +0.1%
NAMP
1307
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.4M +$14.7K +25 +0.1%
PS
1308
Principal Securities
Iowa
$10.4M -$223K -378 -2%
TI
1309
Tidal Investments
Wisconsin
$10.4M +$8.48M +14,400 +434%
WIM
1310
Warwick Investment Management
Texas
$10.4M -$6.52M -11,072 -39%
JWCA
1311
J.W. Coons Advisors
Ohio
$10.4M -$84.8K -144 -0.8%
SWM
1312
SpringVest Wealth Management
Texas
$10.3M +$10.4M +17,582 New
RL
1313
RPO LLC
Connecticut
$10.3M -$947K -1,607 -8%
FCBT
1314
First Citizens Bank & Trust
North Carolina
$10.3M -$472K -801 -4%
WCM
1315
Winthrop Capital Management
Indiana
$10.3M +$589 +1 +0%
CPC
1316
Consolidated Planning Corp
Georgia
$10.2M +$6.57M +11,150 +177%
ZAM
1317
Zevin Asset Management
Massachusetts
$10.2M -$42.4K -72 -0.4%
GGI
1318
Godsey & Gibb Inc
Virginia
$10.2M -$105K -178 -1%
CAMG
1319
CWA Asset Management Group
Florida
$10.2M +$1.07M +1,822 +12%
CA
1320
Cannon Advisors
North Carolina
$10.2M +$30K +51 +0.3%
WC
1321
Waterloo Capital
Texas
$10.1M +$1.14M +1,938 +13%
CC
1322
Courier Capital
New York
$10.1M -$132K -224 -1%
CCAM
1323
Codex Capital Asset Management
Texas
$10.1M – – –
CPIA
1324
Cornell Pochily Investment Advisors
New York
$10.1M -$63K -107 -0.6%
LSA
1325
Lansing Street Advisors
Pennsylvania
$10.1M -$186K -315 -2%
51 52
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