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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
1026
First City Capital Management
Georgia
$436K – – –
DIA
1027
Dean Investment Associates
Ohio
$435K +$1.95K +11 +0.5%
WP
1028
WMS Partners
Maryland
$434K – – –
OMC
1029
Overbrook Management Corp
New York
$432K +$59.3K +335 +17%
FPIS
1030
Financial Planning & Information Services
Wisconsin
$430K +$412K +2,329 New
CIA
1031
Capital Investment Advisors
Georgia
$427K +$409K +2,310 New
CDIA
1032
Capital Directions Investment Advisors
Georgia
$424K +$219K +1,239 +117%
OCG
1033
Opus Capital Group
Ohio
$421K +$404K +2,280 New
BHIA
1034
Birch Hill Investment Advisors
Massachusetts
$420K +$14.2K +80 +4%
SNT
1035
Security National Trust
West Virginia
$418K – – –
LWM
1036
Lenox Wealth Management
Ohio
$417K +$399K +2,257 New
PFM
1037
Parsec Financial Management
North Carolina
$410K +$52.9K +299 +16%
SI
1038
Sprott Inc
Ontario, Canada
$406K -$17.7K -100 -4%
SNBOSD
1039
Security National Bank of So Dak
Iowa
$406K – – –
CCM
1040
Coe Capital Management
Illinois
$406K +$389K +2,200 New
AB
1041
AT Bancorp
Iowa
$397K -$283K -1,600 -43%
LYV
1042
Live Your Vision
Pennsylvania
$394K +$378K +2,135 New
CT
1043
Cambridge Trust
Massachusetts
$392K -$17.7K -100 -4%
LC
1044
Lakeshore Capital
Alabama
$391K +$62.8K +355 +20%
FWP
1045
FAS Wealth Partners
Kansas
$388K +$372K +2,099 New
ESBC
1046
E.S. Barr & Co
Kentucky
$386K +$150K +850 +69%
IIA
1047
IPG Investment Advisors
California
$380K +$364K +2,058 New
MIP
1048
Marietta Investment Partners
Wisconsin
$378K -$24.1K -136 -6%
DG
1049
Davidson & Garrard
Virginia
$374K -$3.54K -20 -1%
SCM
1050
Schnieders Capital Management
California
$373K +$357K +2,018 New
40 41
42
43 44