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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1951
Clean Yield Group
Vermont
$584K – – –
CWM
1952
Cordatus Wealth Management
Pennsylvania
$584K +$180K +616 +48%
OC
1953
Oarsman Capital
Wisconsin
$583K -$22K -75 -4%
DP
1954
DDD Partners
Washington
$582K -$3.1M -10,580 -85%
WAM
1955
Weatherly Asset Management
California
$582K -$132K -450 -19%
VBFP
1956
Valtinson Bruner Financial Planning
Minnesota
$581K -$43.6K -149 -8%
CPSC
1957
Carl P. Sherr & Co
Massachusetts
$575K – – –
PCTC
1958
Perkins Coie Trust Company
Washington
$574K – – –
BOS
1959
Bank of Stockton
California
$572K +$16.1K +55 +3%
BCA
1960
Biltmore Capital Advisors
New Jersey
$570K -$157K -535 -22%
SFG
1961
Sather Financial Group
Texas
$570K – – –
ACP
1962
Ashfield Capital Partners
California
$568K +$540K +1,844 New
PA
1963
Parkside Advisors
California
$564K – – –
FFM
1964
Fullerton Fund Management
Singapore
$564K +$536K +1,830 New
PWS
1965
Private Wealth Strategies
Ohio
$563K -$11.7K -40 -2%
CFFP
1966
Center for Financial Planning
Michigan
$561K -$591K -2,018 -53%
PWA
1967
Physician Wealth Advisors
Utah
$561K -$64.1K -219 -12%
TGAM
1968
TBH Global Asset Management
Tennessee
$560K -$101K -346 -16%
EPM
1969
Elm Partners Management
Pennsylvania
$560K – – –
BS
1970
Boenning & Scattergood
Pennsylvania
$556K +$115K +393 +28%
BPCA
1971
Bank Pictet & Cie (Asia)
Singapore
$555K – – –
DIS
1972
Diversified Investment Strategies
Louisiana
$555K – – –
MC
1973
Miramar Capital
Illinois
$555K +$13.2K +45 +3%
ARMC
1974
American Research & Management Company
Massachusetts
$553K – – –
PRS
1975
Pinkerton Retirement Specialists
Idaho
$552K -$70.5K -241 -12%
77 78
79
80 81