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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VDFA
1526
Vickerman & Driscoll Financial Advisors
Washington
$596K -$71.8K -263 -10%
BHTS
1527
Bar Harbor Trust Services
Maine
$594K -$32.8K -120 -5%
OAM
1528
Occidental Asset Management
California
$592K -$60K -220 -9%
PCM
1529
Parsons Capital Management
Rhode Island
$591K +$10.6K +39 +2%
YAM
1530
Yacktman Asset Management
Texas
$589K -$574K -2,104 -48%
SCG
1531
Sonata Capital Group
Washington
$587K +$108K +395 +22%
TNB
1532
Thomasville National Bank
Georgia
$586K – – –
GWCM
1533
Godshalk Welsh Capital Management
Pennsylvania
$585K – – –
ES
1534
Equitec Specialists
Illinois
$579K +$600K +2,200 +220,000%
WCM
1535
Whitener Capital Management
North Carolina
$578K -$157K -576 -21%
KPCM
1536
Kings Point Capital Management
New York
$575K +$153K +560 +34%
LFR
1537
Lehman Financial Resources
Pennsylvania
$574K +$57K +209 +11%
B
1538
Brightworth
Georgia
$574K +$83.2K +305 +16%
CYG
1539
Clean Yield Group
Vermont
$572K -$109K -400 -16%
CWM
1540
Calamos Wealth Management
Illinois
$572K -$54.9K -201 -8%
MFW
1541
Mosaic Family Wealth
Missouri
$571K +$104K +382 +21%
CWM
1542
Cedar Wealth Management
California
$569K +$22.4K +82 +4%
RFA
1543
Reilly Financial Advisors
California
$566K -$326K -1,194 -36%
PPCM
1544
Pillar Pacific Capital Management
California
$564K -$75.9K -278 -11%
LS
1545
Lattice Strategies
Pennsylvania
$559K -$87.3K -320 -13%
LWM
1546
Lyell Wealth Management
California
$558K -$18.8K -69 -3%
HS
1547
Huntington Steele
Pennsylvania
$558K – – –
GG
1548
Greenwood Gearhart
Arkansas
$557K -$79.7K -292 -12%
CPSAC
1549
Chas P. Smith & Associates (CPS)
Florida
$556K +$6.82K +25 +1%
WA
1550
Wealthstar Advisors
Texas
$555K +$1.04M +3,825 New
60 61
62
63 64