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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1926
Autus Asset Management
Arizona
$329K -$25.9K -90 -7%
SNB
1927
Security National Bank
Nebraska
$329K +$95.9K +333 +42%
DK
1928
Darrell & King
Virginia
$328K -$111K -385 -26%
PIM
1929
Parker Investment Management
California
$328K +$322K +1,119 New
OCM
1930
Orleans Capital Management
Louisiana
$327K -$14.4K -50 -4%
PAA
1931
Peregrine Asset Advisers
Oregon
$326K – – –
KTC
1932
Kistler-Tiffany Companies
Pennsylvania
$326K +$69.4K +241 +28%
RWM
1933
Reston Wealth Management
Virginia
$324K – – –
HHAA
1934
Henry H. Armstrong Associates
Pennsylvania
$323K – – –
HFP
1935
Holistic Financial Partners
Indiana
$322K -$6.63M -23,026 -95%
AJ
1936
Ashburton (Jersey)
Jersey
$322K – – –
SPL
1937
Smart Portfolios LLC
Washington
$322K – – –
EPM
1938
Elm Partners Management
Pennsylvania
$321K +$316K +1,097 New
JWA
1939
JFS Wealth Advisors
Pennsylvania
$320K -$105K -365 -25%
KCPG
1940
Kavar Capital Partners Group
Kansas
$320K – – –
DAM
1941
Delta Asset Management
Tennessee
$319K +$42.9K +149 +16%
NAM
1942
NorthCoast Asset Management
Connecticut
$319K +$314K +1,089 New
RI
1943
Rudd International
Florida
$318K – – –
BC
1944
Brio Consultants
California
$318K +$313K +1,086 New
TLP
1945
Trinity Legacy Partners
Texas
$316K – – –
OAM
1946
Occidental Asset Management
California
$314K -$351K -1,218 -53%
DE
1947
Day & Ennis
Georgia
$314K +$576 +2 +0.2%
WTB
1948
Washington Trust Bank
Washington
$313K – – –
CCT
1949
Chemung Canal Trust
New York
$312K – – –
BCM
1950
Boltwood Capital Management
California
$310K -$13.2K -46 -4%
76 77
78
79 80