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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
1376
Vaughan David Investments
Illinois
$331K -$44.8K -218 -12%
NPIT
1377
National Penn Investors Trust
Pennsylvania
$329K – – –
FWCM
1378
First Western Capital Management
California
$327K -$209K -1,017 -39%
RWA
1379
River Wealth Advisors
Pennsylvania
$327K +$69.4K +338 +27%
SRC
1380
Shufro Rose & Co
New York
$326K – – –
PWP
1381
Private Wealth Partners
California
$323K +$325K +1,582 New
ZB
1382
Zions Bancorporation
Utah
$318K -$94.1K -458 -22%
SRP
1383
Saddle Road Partners
Nebraska
$318K +$320K +1,558 New
SIMM
1384
Stillwater Investment Management (Minnesota)
Minnesota
$317K -$78.7K -383 -20%
MSFP
1385
Mark Sheptoff Financial Planning
Connecticut
$317K +$215K +1,045 +205%
SIA
1386
Starfire Investment Advisers
Michigan
$314K – – –
CW
1387
Cobiz Wealth
Colorado
$308K – – –
TAM
1388
Third Avenue Management
New York
$303K -$1.84M -8,938 -86%
GWS
1389
Glassman Wealth Services
Virginia
$302K – – –
FC
1390
FCA Corp
Texas
$302K +$57.5K +280 +23%
PRHC
1391
P.R. Herzig & Co
New York
$301K – – –
WA
1392
WealthTrust Axiom
Pennsylvania
$301K – – –
ESBC
1393
E.S. Barr & Co
Kentucky
$298K -$66.3K -323 -18%
NG
1394
Northstar Group
New York
$296K -$3.08K -15 -1%
SPC
1395
Stewart & Patten Company
California
$296K – – –
WIA
1396
Westbourne Investment Advisors
Maryland
$295K – – –
ICM
1397
Ionic Capital Management
New York
$294K -$115K -558 -28%
SAM
1398
SignalPoint Asset Management
Missouri
$293K +$205 +1 +0.1%
SAM
1399
Sawgrass Asset Management
Florida
$292K – – –
IAMOG
1400
Investors Asset Management of Georgia
Georgia
$288K +$4.93K +24 +2%
54 55
56
57 58