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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1401
Roundview Capital
New Jersey
$471K +$36K +165 +8%
SIA
1402
Starfire Investment Advisers
Michigan
$469K -$19.7K -90 -4%
PCM
1403
Pointe Capital Management
Michigan
$469K +$458K +2,098 New
LJAC
1404
L.J. Altfest & Co
New York
$464K – – –
SRC
1405
Shufro Rose & Co
New York
$462K – – –
MMG
1406
Monetary Management Group
Missouri
$459K – – –
RFA
1407
Reilly Financial Advisors
California
$455K +$36K +165 +9%
TCM
1408
Traynor Capital Management
Pennsylvania
$453K -$4.81K -22 -1%
GC
1409
Garde Capital
Washington
$453K +$120K +551 +37%
FSCM
1410
Front Street Capital Management
Montana
$451K – – –
PFM
1411
PacWest Financial Management
Arizona
$449K +$439K +2,010 New
MCM
1412
Mengis Capital Management
Oregon
$447K -$27.3K -125 -6%
KAM
1413
Kassirer Asset Management
Ontario, Canada
$447K – – –
RVPG
1414
Relative Value Partners Group
$447K +$437K +2,001 New
TSS
1415
Thomas Story & Son
Indiana
$443K – – –
DWM
1416
Dorchester Wealth Management
Quebec, Canada
$433K +$423K +1,937 New
AIA
1417
Armor Investment Advisors
North Carolina
$431K +$421K +1,927 New
BCP
1418
Blue Chip Partners
Michigan
$430K +$14.4K +66 +4%
PR
1419
Payden & Rygel
California
$426K – – –
FCB
1420
First Command Bank
Texas
$426K +$416K +1,906 New
FCFS
1421
First Command Financial Services
Texas
$426K +$416K +1,906 New
IAS
1422
IMA Advisory Services
Colorado
$423K -$93.9K -430 -19%
OBWP
1423
O'Brien Wealth Partners
Massachusetts
$422K -$5.9K -27 -1%
DPA
1424
Delphi Private Advisors
California
$421K -$45.7K -209 -10%
VCM
1425
Violich Capital Management
California
$420K +$188K +862 +90%
55 56
57
58 59