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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
1626
James Investment Research
Ohio
$458K – – –
LAIC
1627
Lederer & Associates Investment Counsel
California
$456K – – –
TPCM
1628
Three Peaks Capital Management
Colorado
$452K +$132K +462 +42%
CCM
1629
Cribstone Capital Management
Maine
$452K +$241K +847 +120%
BFIM
1630
Beese Fulmer Investment Management
Ohio
$450K – – –
WIC
1631
Whitegate Investment Counselors
New Hampshire
$448K – – –
FPIS
1632
Financial Planning & Information Services
Wisconsin
$447K +$285 +1 +0.1%
MAA
1633
Mraz Amerine & Associates
California
$446K -$12.2K -43 -3%
IAMOG
1634
Investors Asset Management of Georgia
Georgia
$445K +$18.2K +64 +4%
WA
1635
Wealthstar Advisors
Texas
$444K -$1.14K -4 -0.3%
MWM
1636
Mascoma Wealth Management
New Hampshire
$442K +$5.7K +20 +1%
MFW
1637
Mosaic Family Wealth
Missouri
$440K -$66.9K -235 -13%
RG
1638
Renaissance Group
Kentucky
$440K -$24.8K -87 -5%
PT
1639
Plimoth Trust
Massachusetts
$437K -$61.2K -215 -13%
BFG
1640
Beacon Financial Group
Texas
$434K – – –
WCM
1641
Whitener Capital Management
North Carolina
$433K -$134K -469 -24%
APSI
1642
Asset Planning Services Inc
Louisiana
$432K – – –
CG
1643
CFO4Life Group
Texas
$431K +$36.2K +127 +9%
CTA
1644
Colonial Trust Advisors
South Carolina
$429K – – –
JWA
1645
JFS Wealth Advisors
Pennsylvania
$427K -$45.6K -160 -10%
NOCM
1646
Night Owl Capital Management
Connecticut
$427K +$141K +494 +51%
BSB
1647
Bangor Savings Bank
Maine
$426K +$15.9K +56 +4%
BFG
1648
Barber Financial Group
Kansas
$426K +$417K +1,466 New
KFA
1649
Kelleher Financial Advisors
New York
$425K -$38.2K -134 -8%
MPIA
1650
Mountain Pacific Investment Advisers
Idaho
$423K – – –
64 65
66
67 68