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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1101
JFS Wealth Advisors
Pennsylvania
$629K -$75.3K -371 -10%
ELC
1102
Edgar Lomax Company
Virginia
$629K – – –
KTC
1103
Kistler-Tiffany Companies
Pennsylvania
$624K +$406 +2 +0.1%
JIR
1104
James Investment Research
Ohio
$623K – – –
ACM
1105
Alpha Capital Management
Texas
$623K +$92.9K +458 +16%
OA
1106
Outfitter Advisors
Virginia
$621K -$20.3K -100 -3%
TFA
1107
Transamerica Financial Advisors
Florida
$618K -$4.66M -22,975 -88%
PHS
1108
Pekin Hardy Strauss
Illinois
$615K +$20.5K +101 +3%
CIA
1109
Capital Investment Advisors
Georgia
$613K +$134K +662 +26%
FAM
1110
Formidable Asset Management
Ohio
$603K – – –
UFA
1111
US Financial Advisors
Massachusetts
$603K +$37.7K +186 +6%
WI
1112
Wedgewood Investors
Pennsylvania
$597K +$398K +1,960 +170%
IG
1113
ING Group
Netherlands
$590K – – –
ICM
1114
IMS Capital Management
Oregon
$588K +$623K +3,070 New
LYV
1115
Live Your Vision
Pennsylvania
$586K +$73.6K +363 +13%
AIM
1116
Astor Investment Management
Illinois
$584K +$81.1K +400 +15%
WRM
1117
Westport Resources Management
Connecticut
$580K +$152K +750 +33%
ACM
1118
Advisors Capital Management
New Jersey
$577K – – –
AW
1119
ACG Wealth
Georgia
$577K +$138K +682 +29%
RCAMU
1120
Rothschild & Co Asset Management US
Connecticut
$576K +$398K +1,964 +188%
PAMG
1121
Patton Albertson Miller Group
Tennessee
$575K -$19.7K -97 -3%
CPA
1122
Capital Planning Advisors
California
$571K +$3.45K +17 +0.6%
HCA
1123
Horan Capital Advisors
Ohio
$568K +$151K +744 +33%
IB
1124
Intrust Bank
Kansas
$566K -$81.1K -400 -12%
MPWT
1125
MassMutual Private Wealth & Trust
Connecticut
$565K -$111K -546 -16%
43 44
45
46 47