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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1176
Taylor Cottrill
New Hampshire
$389K +$139K +659 +54%
PCM
1177
Parsons Capital Management
Rhode Island
$388K +$65.8K +313 +20%
LC
1178
Lakeshore Capital
Alabama
$387K +$421 +2 +0.1%
KFA
1179
Kelleher Financial Advisors
New York
$385K -$5.26K -25 -1%
BFIM
1180
Beese Fulmer Investment Management
Ohio
$381K -$38.9K -185 -9%
MMPW
1181
Mitchell McLeod Pugh & Williams
Alabama
$381K +$421 +2 +0.1%
QIM
1182
Quest Investment Management
Oregon
$378K – – –
DIS
1183
Diversified Investment Strategies
Louisiana
$376K – – –
SPL
1184
Smart Portfolios LLC
Washington
$375K +$91.3K +434 +31%
LRIC
1185
Long Road Investment Counsel
Michigan
$374K – – –
LIA
1186
LBMC Investment Advisors
Tennessee
$373K +$1.26K +6 +0.3%
ESBC
1187
E.S. Barr & Co
Kentucky
$372K -$25.2K -120 -6%
DR
1188
Davis Rea
Ontario, Canada
$371K +$18.3K +87 +5%
SMM
1189
Stadion Money Management
Georgia
$370K -$468M -2,225,634 -100%
BCP
1190
Blue Chip Partners
Michigan
$370K +$841 +4 +0.2%
CC
1191
Callan Capital
California
$367K – – –
RTIM
1192
Round Table Investment Management
North Carolina
$363K +$371K +1,764 New
KPCM
1193
Kings Point Capital Management
New York
$362K +$631 +3 +0.2%
SCM
1194
Schnieders Capital Management
California
$362K +$15.8K +75 +4%
ACM
1195
Avalon Capital Management
California
$361K -$63.1K -300 -15%
CFSG
1196
Community Financial Services Group
Vermont
$361K – – –
KL
1197
KWMG LLC
Kansas
$360K -$3.57K -17 -1%
AI
1198
ArchPoint Investors
Florida
$360K – – –
GWCM
1199
Godshalk Welsh Capital Management
Pennsylvania
$360K – – –
FA
1200
FCG Advisors
New Jersey
$359K -$54.9K -261 -13%
46 47
48
49 50