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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
751
Balasa Dinverno & Foltz
$949K +$953K +5,916 New
BOK
752
Bank of Kentucky
Kentucky
$948K +$952K +5,910 New
CAM
753
Capstone Asset Management
Texas
$945K +$949K +5,890 New
M
754
MOTCO
Texas
$944K +$948K +5,885 New
EFS
755
Essex Financial Services
Connecticut
$942K +$946K +5,870 New
QBFM
756
QS Batterymarch Financial Management
New York
$939K +$943K +5,852 New
IC
757
Inverness Counsel
New York
$937K – – –
PFC
758
Poplar Forest Capital
California
$934K +$938K +5,822 New
HCM
759
HM Capital Management
Missouri
$934K +$938K +5,824 New
BFIM
760
Beese Fulmer Investment Management
Ohio
$926K +$930K +5,771 New
FSA
761
Franklin Street Advisors
North Carolina
$921K +$925K +5,742 New
FANJ
762
Financial Architects (New Jersey)
New Jersey
$918K +$924K +5,736 New
RTS
763
Round Table Services
New Jersey
$914K +$918K +5,699 New
MGIA
764
Moneta Group Investment Advisors
Missouri
$907K +$910K +5,651 New
PFC
765
Phocas Financial Corp
California
$903K +$907K +5,630 New
BJL
766
Brighton Jones LLC
Washington
$901K +$905K +5,619 New
MFP
767
Mosaic Financial Partners
California
$896K +$901K +5,591 New
PWS
768
Peloton Wealth Strategists
Indiana
$895K +$899K +5,582 New
WPC
769
Waters Parkerson & Co
Louisiana
$895K +$899K +5,582 New
AP
770
Advisor Partners
California
$883K +$887K +5,506 New
CCG
771
Cypress Capital Group
Florida
$880K +$884K +5,485 New
ELC
772
Edgar Lomax Company
Virginia
$879K +$883K +5,480 New
BRWA
773
B. Riley Wealth Advisors
Florida
$877K +$881K +5,468 New
GJIC
774
Gamble Jones Investment Counsel
California
$869K +$872K +5,414 New
HCA
775
Harbour Capital Advisors
Virginia
$863K +$867K +5,380 New
29 30
31
32 33