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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1326
Parthenon LLC
Kentucky
$626K – – –
MBA
1327
McQueen Ball & Associates
Pennsylvania
$623K -$159K -644 -21%
CWM
1328
Concentric Wealth Management
California
$623K +$1.48K +6 +0.2%
RC
1329
Roundview Capital
New Jersey
$622K +$54.2K +220 +10%
OAM
1330
Occidental Asset Management
California
$620K -$21K -85 -3%
MMG
1331
Monetary Management Group
Missouri
$617K – – –
RFA
1332
Reilly Financial Advisors
California
$617K +$14.8K +60 +3%
NG
1333
Northstar Group
New York
$613K +$243K +985 +68%
WCG
1334
Wall Capital Group
Arizona
$610K – – –
CWM
1335
Calamos Wealth Management
Illinois
$610K +$43.1K +175 +8%
BHTS
1336
Bar Harbor Trust Services
Maine
$607K – – –
SIM
1337
Sterling Investment Management
Arizona
$607K +$103K +416 +21%
TCM
1338
Texan Capital Management
Texas
$605K -$255K -1,035 -30%
BFA
1339
Beaumont Financial Advisors
Massachusetts
$602K +$493 +2 +0.1%
DIS
1340
Diversified Investment Strategies
Louisiana
$599K – – –
TDC
1341
Thompson Davis & Co
Virginia
$596K -$415K -1,685 -42%
CIP
1342
Cornerstone Investment Partners
Georgia
$596K – – –
SIAS
1343
Shine Investment Advisory Services
Colorado
$596K – – –
PFC
1344
Poplar Forest Capital
California
$595K +$71.7K +291 +14%
BPCA
1345
Bank Pictet & Cie (Asia)
Singapore
$594K – – –
PAM
1346
Premier Asset Management
Illinois
$590K -$57.9K -235 -9%
LC
1347
Landaas & Company
Wisconsin
$590K +$579K +2,348 New
YP
1348
Yellowstone Partners
Idaho
$589K +$578K +2,343 New
SBAM
1349
Santa Barbara Asset Management
California
$586K +$36.5K +148 +7%
BL
1350
BFSG LLC
California
$585K -$4.93K -20 -0.9%
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