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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
1101
US Financial Advisors
Massachusetts
$611K -$371K -1,800 -38%
NFG
1102
NewFocus Financial Group
Washington
$611K – – –
SC
1103
Skylands Capital
Wisconsin
$599K +$61.9K +300 +12%
PP
1104
Palladium Partners
Virginia
$595K +$32.8K +159 +6%
DP
1105
Dearborn Partners
Illinois
$592K +$1.03K +5 +0.2%
CPA
1106
Capital Planning Advisors
California
$591K – – –
MCC
1107
Mid Continent Capital
Illinois
$590K -$138K -670 -19%
OFS
1108
Orrstown Financial Services
Pennsylvania
$587K – – –
OAM
1109
Occidental Asset Management
California
$586K -$942K -4,565 -62%
EMG
1110
Ellington Management Group
Connecticut
$578K +$578K +2,800 New
RCAMU
1111
Rothschild & Co Asset Management US
Connecticut
$574K -$1.98M -9,583 -77%
ACM
1112
Alpha Capital Management
Texas
$573K – – –
TC
1113
TradeLink Capital
Illinois
$572K -$900K -4,362 -61%
NCM
1114
Northside Capital Management
Oregon
$572K -$77.4K -375 -12%
ECM
1115
EagleClaw Capital Management
Massachusetts
$568K – – –
RC
1116
Randolph Company
Ohio
$565K +$564K +2,735 New
DI
1117
Diligent Investors
California
$561K – – –
LYV
1118
Live Your Vision
Pennsylvania
$556K -$41.3K -200 -7%
OWP
1119
Obermeyer Wealth Partners
Colorado
$556K -$33.2K -161 -6%
AW
1120
ACG Wealth
Georgia
$549K +$46.2K +224 +9%
TWM
1121
Torch Wealth Management
Ohio
$546K -$37.1K -180 -6%
SFU
1122
Stonehage Fleming (UK)
United Kingdom
$542K -$397K -1,925 -42%
TI
1123
Truepoint Inc
Ohio
$540K -$96K -465 -15%
PL
1124
Parthenon LLC
Kentucky
$535K +$310K +1,500 +138%
CYG
1125
Clean Yield Group
Vermont
$525K – – –
43 44
45
46 47