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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1951
Advantage Investment Management
Iowa
$326K -$1.02M -3,780 -74%
PCMC
1952
Private Capital Management (Colorado)
Colorado
$324K +$350K +1,297 New
PCFFS
1953
Pacific Center for Financial Services
California
$323K +$270 +1 +0.1%
PI
1954
Pathlight Investors
Arizona
$323K +$338K +1,254 New
BC
1955
Barnett & Company
Tennessee
$322K -$40.4K -150 -10%
BIP
1956
Brandes Investment Partners
California
$321K +$347K +1,285 New
SA
1957
Sunesis Advisors
Kansas
$321K +$347K +1,286 New
ML
1958
McAdam LLC
Pennsylvania
$319K +$11.9K +44 +4%
CCM
1959
Consolidated Capital Management
California
$319K +$344K +1,275 New
AAM
1960
Autus Asset Management
Arizona
$317K +$24.3K +90 +8%
DHFB
1961
Dixon Hubard Feinour & Brown
Virginia
$317K +$342K +1,268 New
JHCP
1962
Jackson Hole Capital Partners
Oklahoma
$317K +$342K +1,269 New
CNB
1963
Camden National Bank
Maine
$315K -$17.8K -66 -5%
MPW
1964
MA Private Wealth
California
$315K +$340K +1,261 New
LWM
1965
Liberty Wealth Management
California
$315K +$341K +1,263 New
EF
1966
Exeter Financial
Arizona
$310K – – –
P
1967
&Partners
Tennessee
$309K +$334K +1,237 New
FBT
1968
First Bankers Trust
Kentucky
$309K +$334K +1,238 New
DPA
1969
Delphi Private Advisors
California
$307K -$146K -541 -31%
FCA
1970
FinTrust Capital Advisors
South Carolina
$307K +$331K +1,229 New
OPA
1971
Old Port Advisors
Maine
$306K +$314K +1,166 New
XSC
1972
X-Square Capital
Puerto Rico
$305K +$270 +1 +0.1%
IIC
1973
Integrated Investment Consultants
Michigan
$305K +$70.4K +261 +27%
AFNAS
1974
American Financial Network Advisory Services
California
$304K – – –
MSR
1975
Main Street Research
Connecticut
$303K -$140K -520 -30%
77 78
79
80 81