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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1151
Rand Wealth
Maryland
$438K +$18.7K +89 +4%
FCCM
1152
First City Capital Management
Georgia
$432K – – –
IAS
1153
IMA Advisory Services
Colorado
$432K +$43.1K +205 +11%
DAM
1154
Deltec Asset Management
New York
$429K +$21K +100 +5%
FWP
1155
FAS Wealth Partners
Kansas
$426K -$33K -157 -7%
OA
1156
OFI Advisors
Pennsylvania
$424K +$79.1K +376 +22%
LAIC
1157
Lederer & Associates Investment Counsel
California
$423K – – –
SCG
1158
Sonata Capital Group
Washington
$419K -$46.3K -220 -10%
OCG
1159
Opus Capital Group
Ohio
$417K -$15.8K -75 -4%
FNYS
1160
First New York Securities
New York
$417K +$320K +1,524 +305%
TAM
1161
Trust Asset Management
Texas
$413K -$26.9K -128 -6%
SKK
1162
Shepherd Kaplan Krochuk
Massachusetts
$412K -$399K -1,900 -49%
KAM
1163
Kassirer Asset Management
Ontario, Canada
$412K +$421K +2,000 New
RMAM
1164
Raab & Moskowitz Asset Management
New Jersey
$408K – – –
FPIS
1165
Financial Planning & Information Services
Wisconsin
$407K -$28.4K -135 -6%
FNB
1166
Farmers National Bank
Kentucky
$407K – – –
IC
1167
Intersect Capital
California
$406K -$31.5K -150 -7%
PAA
1168
Peregrine Asset Advisers
Oregon
$406K – – –
NYLT
1169
New York Life Trust
New York
$403K +$263K +1,249 +176%
RFA
1170
Reilly Financial Advisors
California
$401K +$17.9K +85 +5%
WAM
1171
Weatherly Asset Management
California
$400K -$2.52K -12 -0.6%
FPCG
1172
Fort Pitt Capital Group
Pennsylvania
$400K +$75.7K +360 +23%
SIMM
1173
Stillwater Investment Management (Minnesota)
Minnesota
$398K +$406K +1,932 New
PCA
1174
Private Capital Advisors
Connecticut
$396K +$405K +1,925 New
WPP
1175
Whalerock Point Partners
Rhode Island
$390K +$48.1K +229 +14%
45 46
47
48 49