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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DR
1501
Davis Rea
Ontario, Canada
$296K -$16.3K -70 -5%
BTW
1502
Boston Trust Walden
Massachusetts
$296K +$292K +1,257 New
WSCM
1503
Wellington Shields Capital Management
New York
$293K – – –
JDR
1504
Jay D. Rosenbaum
$292K -$256K -1,100 -47%
CWM
1505
Cedar Wealth Management
California
$289K – – –
MCP
1506
Mirador Capital Partners
California
$289K +$285K +1,225 New
MC
1507
Montag & Caldwell
Georgia
$288K +$284K +1,222 New
HCM
1508
Hall Capital Management
Rhode Island
$285K -$465 -2 -0.2%
SFI
1509
SPC Financial Inc
Maryland
$283K – – –
CPA
1510
Court Place Advisors
Maryland
$283K +$12.8K +55 +5%
LWM
1511
Lenox Wealth Management
Ohio
$283K +$139K +600 +100%
CCM
1512
Courage Capital Management
Tennessee
$281K – – –
VFP
1513
Verus Financial Partners
Virginia
$279K +$60.9K +262 +28%
IAMOG
1514
Investors Asset Management of Georgia
Georgia
$278K -$15.1K -65 -5%
GA
1515
Greytown Advisors
Florida
$277K -$34.9K -150 -11%
GAM
1516
Gemmer Asset Management
California
$276K -$25.6K -110 -9%
OCM
1517
Orleans Capital Management
Louisiana
$273K -$23.2K -100 -8%
PSW
1518
Portfolio Strategies (Washington)
Washington
$273K +$134K +575 +98%
TF
1519
Tompkins Financial
New York
$270K -$498K -2,145 -65%
OCG
1520
Opus Capital Group
Ohio
$269K -$93.2K -401 -26%
SAM
1521
Sawgrass Asset Management
Florida
$268K – – –
PA
1522
Paracle Advisors
Washington
$266K – – –
WIA
1523
Westbourne Investment Advisors
Maryland
$265K -$23.2K -100 -8%
AFIA
1524
America First Investment Advisors
Nebraska
$263K +$56.9K +245 +28%
RCAMU
1525
Rothschild & Co Asset Management US
Connecticut
$262K -$17.6M -75,879 -99%
59 60
61
62 63