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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1226
Wimmer Associates 1
California
$2.69M +$454K +1,489 +17%
RGC
1227
Roberts, Glore & Co
Illinois
$2.69M -$518K -1,698 -14%
PPP
1228
Private Portfolio Partners
New Jersey
$2.68M +$206K +674 +7%
RCM
1229
RB Capital Management
Nevada
$2.68M +$2.75M +9,030 +426%
LIA
1230
LS Investment Advisors
Michigan
$2.67M +$68.6K +225 +2%
BIM
1231
Baldwin Investment Management
Pennsylvania
$2.66M -$30.5K -100 -1%
NPT
1232
Nixon Peabody Trust
Massachusetts
$2.66M -$383K -1,257 -11%
SDWMA
1233
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.65M +$9.15K +30 +0.3%
SFM
1234
Signet Financial Management
New Jersey
$2.64M -$158K -519 -5%
BFC
1235
Blue Fin Capital
Rhode Island
$2.63M +$901K +2,953 +41%
EP
1236
Edgestream Partners
New Jersey
$2.63M -$18.7M -61,187 -86%
LC
1237
LCNB Corp
Ohio
$2.63M +$351K +1,150 +13%
RZH
1238
Relyea Zuckerberg Hanson
Connecticut
$2.62M +$848K +2,780 +38%
CCG
1239
Cypress Capital Group
Florida
$2.61M -$25K -82 -0.8%
KM
1240
Kalos Management
Georgia
$2.6M -$2.45M -8,029 -47%
EFS
1241
Essex Financial Services
Connecticut
$2.6M +$363K +1,190 +13%
WHG
1242
Westwood Holdings Group
Texas
$2.59M -$754K -2,471 -20%
AAIM
1243
Asset Advisors Investment Management
Georgia
$2.58M +$1.52K +5 +0%
FM
1244
Family Management
New York
$2.58M +$257K +841 +9%
WAAG
1245
Wealth Alliance Advisory Group
Kansas
$2.56M +$305K +1,000 +11%
PO
1246
Private Ocean
California
$2.56M +$132K +433 +5%
IGGA
1247
Iron Gate Global Advisors
Utah
$2.55M -$1.03M -3,364 -25%
WA
1248
Waddell & Associates
Tennessee
$2.55M -$613K -2,011 -17%
ACA
1249
Aptus Capital Advisors
Alabama
$2.55M +$1.39M +4,557 +86%
KLI
1250
Kelman-Lazarov Inc
Tennessee
$2.54M +$338K +1,108 +13%
48 49
50
51 52