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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
1451
Lederer & Associates Investment Counsel
California
$400K – – –
CCM
1452
Canal Capital Management
Virginia
$396K +$1.44K +6 +0.4%
MFW
1453
Mosaic Family Wealth
Missouri
$395K +$38.6K +161 +11%
CP
1454
Camelot Portfolios
Ohio
$394K -$3.35K -14 -0.9%
PWAG
1455
Polaris Wealth Advisory Group
California
$393K +$390K +1,627 New
BAM
1456
Baring Asset Management
United Kingdom
$392K +$388K +1,620 New
KPCM
1457
Kings Point Capital Management
New York
$391K +$5.75K +24 +2%
BFIM
1458
Beese Fulmer Investment Management
Ohio
$390K – – –
SCA
1459
Stonebridge Capital Advisors
Minnesota
$388K +$384K +1,604 New
PMAM
1460
Picton Mahoney Asset Management
Ontario, Canada
$387K -$108K -450 -22%
EWM
1461
Edge Wealth Management
New York
$383K +$240 +1 +0.1%
AHB
1462
Abner Herrman & Brock
New Jersey
$377K -$62.3K -260 -14%
DIA
1463
Dana Investment Advisors
Wisconsin
$374K -$6.23K -26 -2%
ISB
1464
Iowa State Bank
Iowa
$372K +$3.12K +13 +0.9%
PPSG
1465
Princeton Portfolio Strategies Group
New Jersey
$369K -$147K -613 -29%
BSB
1466
Bangor Savings Bank
Maine
$365K – – –
SFG
1467
SevenBridge Financial Group
Pennsylvania
$365K – – –
AWMS
1468
Advocacy Wealth Management Services
Georgia
$364K +$321K +1,340 +812%
MWM
1469
Mascoma Wealth Management
New Hampshire
$363K – – –
EMG
1470
Ellington Management Group
Connecticut
$363K +$359K +1,500 New
LA
1471
LVW Advisors
New York
$362K -$1.2K -5 -0.3%
APSI
1472
Asset Planning Services Inc
Louisiana
$359K – – –
FLII
1473
First Long Island Investors
New York
$358K +$355K +1,481 New
VDI
1474
Vaughan David Investments
Illinois
$357K -$34.7K -145 -9%
IT
1475
Independence Trust
Tennessee
$357K +$354K +1,477 New
57 58
59
60 61