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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
1001
Steinberg Global Asset Management
Florida
$487K +$224K +1,218 +88%
SIM
1002
Sigma Investment Management
Oregon
$478K -$112K -609 -19%
CYG
1003
Clean Yield Group
Vermont
$476K – – –
CIA
1004
Capital Investment Advisors
Georgia
$473K +$40.6K +221 +10%
RFC
1005
Russell Frank Company
Washington
$464K – – –
IT
1006
Independence Trust
Tennessee
$463K – – –
SFA
1007
Sequoia Financial Advisors
Ohio
$462K -$197K -1,074 -30%
PAS
1008
Professional Advisory Services
Florida
$454K -$18.9K -103 -4%
LWM
1009
Lyons Wealth Management
Florida
$451K +$442K +2,407 New
LNB
1010
Ledyard National Bank
$448K +$245K +1,334 +126%
JG
1011
Jefferies Group
New York
$447K -$180M -982,279 -100%
DIA
1012
Dean Investment Associates
Ohio
$443K +$2.39K +13 +0.6%
PFM
1013
Parsec Financial Management
North Carolina
$441K +$24.6K +134 +6%
BHIA
1014
Birch Hill Investment Advisors
Massachusetts
$439K +$13.8K +75 +3%
WCM
1015
Wealthcare Capital Management
Virginia
$430K -$92.7K -505 -18%
CDIA
1016
Capital Directions Investment Advisors
Georgia
$429K – – –
QIM
1017
Quest Investment Management
Oregon
$424K -$670K -3,650 -62%
FPIS
1018
Financial Planning & Information Services
Wisconsin
$423K -$11.9K -65 -3%
NFC
1019
Northeast Financial Consultants
Connecticut
$421K +$91.8K +500 +29%
FWP
1020
FAS Wealth Partners
Kansas
$419K +$25.5K +139 +7%
PCA
1021
Private Capital Advisors
Connecticut
$416K -$435K -2,370 -52%
EWM
1022
Endurance Wealth Management
Rhode Island
$416K -$91.8K -500 -18%
AAM
1023
Augustine Asset Management
Florida
$414K -$20.6M -112,350 -98%
SNBOSD
1024
Security National Bank of So Dak
Iowa
$411K – – –
NYLT
1025
New York Life Trust
New York
$409K +$77.3K +421 +24%
39 40
41
42 43