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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
1351
Quest Investment Management
Oregon
$300K – – –
SAM
1352
Sawgrass Asset Management
Florida
$300K – – –
GG
1353
Greenwood Gearhart
Arkansas
$299K -$12.7K -61 -4%
NBG
1354
Nancy B. Gardiner
$296K +$83K +400 +40%
GCIA
1355
Gabelli & Co Investment Advisers
New York
$295K +$293K +1,410 New
AIM
1356
Arcadia Investment Management
Michigan
$293K -$51.9K -250 -15%
CNFG
1357
Creegan & Nassoura Financial Group
New Hampshire
$293K – – –
PWP
1358
Private Wealth Partners
California
$293K – – –
MSFP
1359
Mark Sheptoff Financial Planning
Connecticut
$292K – – –
ISB
1360
Iowa State Bank
Iowa
$291K – – –
FEG
1361
Financial Enhancement Group
Indiana
$290K +$287K +1,383 New
CAG
1362
Crestwood Advisors Group
Massachusetts
$289K +$83.4K +402 +41%
HCM
1363
Hengehold Capital Management
Ohio
$284K +$41.3K +199 +17%
SC
1364
Searle & Co
Connecticut
$283K – – –
PFO
1365
Pathstone Family Office
New Jersey
$282K +$279K +1,345 New
SIMM
1366
Stillwater Investment Management (Minnesota)
Minnesota
$281K -$39.8K -192 -13%
AIA
1367
Allegis Investment Advisors
Idaho
$280K -$626K -3,018 -69%
AAM
1368
Aureus Asset Management
Massachusetts
$279K -$168K -809 -38%
ACP
1369
Ashfield Capital Partners
California
$278K – – –
WIA
1370
Westbourne Investment Advisors
Maryland
$278K – – –
WA
1371
WealthTrust Axiom
Pennsylvania
$277K -$32K -154 -10%
CASB
1372
Cape Ann Savings Bank
Massachusetts
$276K +$8.51K +41 +3%
FIM
1373
Freedom Investment Management
Connecticut
$274K -$19.2M -92,685 -99%
RBC
1374
Ronald Blue & Co
Georgia
$274K +$29.7K +143 +12%
CFSG
1375
Community Financial Services Group
Vermont
$272K -$94.6K -456 -26%
53 54
55
56 57