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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
976
NewFocus Financial Group
Washington
$609K +$75.4K +411 +14%
PTB
977
Pioneer Trust Bank
Oregon
$602K +$385K +2,100 +188%
PM
978
Penbrook Management
New York
$602K +$591K +3,220 New
EWM
979
Empirical Wealth Management
Washington
$600K -$90.7K -494 -13%
OFS
980
Orrstown Financial Services
Pennsylvania
$594K -$91.4K -498 -14%
RMCM
981
Reynders McVeigh Capital Management
Massachusetts
$592K +$25.9K +141 +5%
WCM
982
Westend Capital Management
California
$590K -$138K -750 -19%
DSC
983
Duncker Streett & Co
Missouri
$590K +$55.2K +301 +11%
ELC
984
Edgar Lomax Company
Virginia
$586K +$278K +1,515 +94%
PP
985
Palladium Partners
Virginia
$573K – – –
RIG
986
Roosevelt Investment Group
New York
$569K -$4.3M -23,411 -89%
BIM
987
Bridgecreek Investment Management
Oklahoma
$568K +$6.42K +35 +1%
HCM
988
Harvest Capital Management
New Hampshire
$561K -$31.9K -174 -5%
EML
989
Eos Management LP
New York
$558K -$13.4M -72,980 -81%
CPO
990
Cerity Partners OCIO
New York
$556K +$256K +1,395 +88%
DP
991
Dearborn Partners
Illinois
$554K +$21.8K +119 +4%
RT
992
Rockland Trust
Massachusetts
$544K -$43.5K -237 -8%
MCC
993
Mid Continent Capital
Illinois
$537K +$82.6K +450 +19%
ECM
994
EagleClaw Capital Management
Massachusetts
$532K +$523K +2,850 New
IFA
995
Interactive Financial Advisors
Illinois
$531K +$521K +2,837 New
ACM
996
Alpha Capital Management
Texas
$517K +$2.02K +11 +0.4%
WEC
997
Winslow Evans & Crocker
Massachusetts
$514K +$5.32K +29 +1%
TCOO
998
Trust Company of Oklahoma
Oklahoma
$512K +$49.7K +271 +11%
OA
999
Oxbow Advisors
Texas
$510K – – –
ESBC
1000
E.S. Barr & Co
Kentucky
$498K +$105K +573 +27%
38 39
40
41 42