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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
1501
Narus Financial Partners
Utah
$319K +$247 +1 +0.1%
DR
1502
Davis Rea
Ontario, Canada
$316K – – –
LF
1503
Lee Financial
Texas
$314K -$1.48K -6 -0.5%
SC
1504
Scholtz & Company
Connecticut
$312K +$16K +65 +6%
SAM
1505
Strategy Asset Managers
California
$310K -$35.7K -145 -11%
CAM
1506
Concorde Asset Management
Michigan
$309K -$413K -1,675 -58%
JDR
1507
Jay D. Rosenbaum
$305K – – –
HCM
1508
Hall Capital Management
Rhode Island
$303K – – –
CW
1509
Cobiz Wealth
Colorado
$301K -$1.23K -5 -0.4%
FIAS
1510
FinTrust Investment Advisory Services
South Carolina
$301K +$295K +1,198 New
WA
1511
WealthTrust Axiom
Pennsylvania
$300K -$7.4K -30 -2%
CCM
1512
Courage Capital Management
Tennessee
$300K – – –
WC
1513
Woodstock Corp
Massachusetts
$299K +$32.8K +133 +13%
IAMOG
1514
Investors Asset Management of Georgia
Georgia
$297K – – –
CPA
1515
Court Place Advisors
Maryland
$296K -$5.67K -23 -2%
GA
1516
Greytown Advisors
Florida
$296K – – –
T
1517
Thomaspartners
Massachusetts
$293K -$5.92K -24 -2%
OCM
1518
Orleans Capital Management
Louisiana
$291K – – –
GBBWRPM
1519
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$288K -$48.6K -197 -15%
HW
1520
Hedeker Wealth
Illinois
$285K -$60.4K -245 -18%
VFP
1521
Verus Financial Partners
Virginia
$285K -$23.7K -96 -8%
SAM
1522
Sawgrass Asset Management
Florida
$285K – – –
PA
1523
Paracle Advisors
Washington
$283K – – –
SAM
1524
SignalPoint Asset Management
Missouri
$282K +$277K +1,124 New
BFIC
1525
Bedell Frazier Investment Counselling
California
$281K +$131K +533 +47%
59 60
61
62 63