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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LIC
1351
Lodestar Investment Counsel
Illinois
$552K -$464K -1,997 -46%
LJAC
1352
L.J. Altfest & Co
New York
$550K +$59.7K +257 +12%
BFA
1353
Beaumont Financial Advisors
Massachusetts
$549K – – –
ICM
1354
IMS Capital Management
Oregon
$549K – – –
MFT
1355
Moisand Fitzgerald Tamayo
Florida
$549K +$38.1K +164 +8%
CVM
1356
Cheviot Value Management
California
$547K – – –
VCP
1357
Vista Capital Partners
Oregon
$541K -$6.27K -27 -1%
FNB
1358
Farmers National Bank
Kentucky
$541K – – –
PCM
1359
Parsons Capital Management
Rhode Island
$539K -$6.27K -27 -1%
CA
1360
CapWealth Advisors
Tennessee
$536K -$59.5K -256 -10%
T
1361
Thomaspartners
Massachusetts
$533K +$210K +904 +67%
RC
1362
Roundview Capital
New Jersey
$531K +$33.9K +146 +7%
TCM
1363
Traynor Capital Management
Pennsylvania
$529K +$52.3K +225 +11%
FWP
1364
FAS Wealth Partners
Kansas
$528K -$23K -99 -4%
GWCM
1365
Godshalk Welsh Capital Management
Pennsylvania
$524K – – –
WBG
1366
Wharton Business Group
Pennsylvania
$524K – – –
DIS
1367
Diversified Investment Strategies
Louisiana
$523K -$56.9K -245 -10%
SFSG
1368
Stearns Financial Services Group
North Carolina
$522K +$86.7K +373 +20%
DG
1369
Davidson & Garrard
Virginia
$520K +$229K +987 +81%
CWM
1370
Calamos Wealth Management
Illinois
$514K +$87.6K +377 +21%
SRC
1371
Shufro Rose & Co
New York
$513K +$25.6K +110 +5%
AWM
1372
Altavista Wealth Management
North Carolina
$512K +$504K +2,171 New
CMP
1373
Courage Miller Partners
Virginia
$510K -$11.6K -50 -2%
FSCM
1374
Front Street Capital Management
Montana
$508K +$16K +69 +3%
LTI
1375
Laffer Tengler Investments
Tennessee
$508K -$21.4K -92 -4%
53 54
55
56 57