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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2351
Arbor Investment Advisors
North Carolina
$498K +$214K +485 +72%
VFIC
2352
Valley Forge Investment Consultants
Pennsylvania
$497K – – –
CC
2353
Cornerstone Capital
California
$494K -$29.6K -67 -6%
HP
2354
HT Partners
Connecticut
$494K -$15.4K -35 -3%
HFP
2355
Holistic Financial Partners
Indiana
$493K +$3.53K +8 +0.7%
BWA
2356
Bordeaux Wealth Advisors
California
$491K +$82.9K +188 +20%
OCPWS
2357
One Charles Private Wealth Services
Massachusetts
$490K -$2.21K -5 -0.4%
GC
2358
Gibson Capital
Pennsylvania
$489K – – –
TWM
2359
Tanglewood Wealth Management
Texas
$489K – – –
SAM
2360
Sawgrass Asset Management
Florida
$487K -$3.53K -8 -0.7%
FWM
2361
FSA Wealth Management
Massachusetts
$486K -$12.4K -28 -2%
RDFA
2362
Ritter Daniher Financial Advisory
Ohio
$486K – – –
HTHT
2363
Hemenway Trust Hemenway Trust
New Hampshire
$485K -$287K -650 -37%
FNFDCM
2364
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$484K – – –
FPFS
2365
First Personal Financial Services
North Carolina
$483K – – –
CT
2366
Columbia Trust
Oregon
$481K -$12.8K -29 -3%
LAIC
2367
Lederer & Associates Investment Counsel
California
$481K – – –
BAM
2368
Bellevue Asset Management
Washington
$480K -$3.97K -9 -0.8%
AWM
2369
AAF Wealth Management
Massachusetts
$479K +$441 +1 +0.1%
JA
2370
JVL Associates
Michigan
$478K -$7.06K -16 -1%
KBFS
2371
Kohmann Bosshard Financial Services
Ohio
$477K – – –
LAM
2372
LifePro Asset Management
California
$477K +$490K +1,111 New
CPA
2373
Court Place Advisors
Maryland
$476K -$7.94K -18 -2%
MAG
2374
MRA Advisory Group
New Jersey
$476K – – –
KNW
2375
Kesler Norman & Wride
Utah
$476K +$882 +2 +0.2%
93 94
95
96 97