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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1701
SignalPoint Asset Management
Missouri
$340K -$38.4K -135 -10%
CASB
1702
Cape Ann Savings Bank
Massachusetts
$340K -$31.3K -110 -9%
WIA
1703
Westbourne Investment Advisors
Maryland
$338K -$42.7K -150 -11%
GC
1704
Grace Capital
Massachusetts
$338K +$17.9K +63 +6%
CPA
1705
Court Place Advisors
Maryland
$337K +$570 +2 +0.2%
BS
1706
Boenning & Scattergood
Pennsylvania
$332K -$44.7K -157 -12%
IP
1707
Investment Partners
Ohio
$332K +$1.42K +5 +0.1%
SAM
1708
Sawgrass Asset Management
Florida
$330K – – –
CPC
1709
Congress Park Capital
New York
$330K +$324K +1,137 New
FNFDCM
1710
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$328K – – –
PWPS
1711
Pinnacle Wealth Planning Services
Ohio
$328K – – –
SFI
1712
SPC Financial Inc
Maryland
$328K +$57.5K +202 +22%
WWMSC
1713
Wagner Wealth Management (South Carolina)
South Carolina
$327K +$35.6K +125 +13%
WC
1714
Weil Company
California
$322K -$14.5K -51 -4%
CWM
1715
Cahaba Wealth Management
Georgia
$322K +$314K +1,104 New
AJ
1716
Ashburton (Jersey)
Jersey
$320K – – –
SPL
1717
Smart Portfolios LLC
Washington
$320K – – –
HCM
1718
Hengehold Capital Management
Ohio
$316K -$20.2K -71 -6%
JDR
1719
Jay D. Rosenbaum
$315K – – –
DP
1720
Dearborn Partners
Illinois
$315K +$308K +1,082 New
HHAA
1721
Henry H. Armstrong Associates
Pennsylvania
$314K – – –
VWM
1722
Valley Wealth Managers
New Jersey
$314K +$18.8K +66 +7%
MIP
1723
Marietta Investment Partners
Wisconsin
$314K +$20.8K +73 +7%
EWM
1724
Elmwood Wealth Management
California
$314K +$570 +2 +0.2%
FCMT
1725
Founders Capital Management (Texas)
Texas
$313K -$148K -521 -33%
67 68
69
70 71