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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
1076
Newman Dignan & Sheerar Inc
Rhode Island
$689K -$93.3K -460 -11%
RO
1077
Reservoir Operations
New York
$689K -$48.7K -240 -6%
GF
1078
Gerstein Fisher
New York
$688K +$15.8K +78 +2%
MDSL
1079
M.D. Sass LLC
New York
$687K – – –
LIC
1080
Lodestar Investment Counsel
Illinois
$685K +$60.9K +300 +9%
FMWA
1081
Forvis Mazars Wealth Advisors
Missouri
$675K -$9.94K -49 -1%
SHWM
1082
Smith & Howard Wealth Management
Georgia
$672K -$400K -1,970 -36%
DLG
1083
Daniel L. Goodwin
$671K +$710K +3,500 New
CIP
1084
Chartwell Investment Partners
Pennsylvania
$670K -$791K -3,900 -53%
AI
1085
Accredited Investors
Minnesota
$668K +$19.7K +97 +3%
PP
1086
Palladium Partners
Virginia
$666K -$36.9K -182 -5%
CW
1087
Cabot-Wellington
Massachusetts
$659K -$14.2K -70 -2%
WF
1088
WealthTrust Fairport
Ohio
$657K -$129K -635 -16%
SFPM
1089
Sensible Financial Planning & Management
Massachusetts
$654K – – –
MJRIC
1090
Mogy Joel R Investment Counsel
California
$653K -$18.7K -92 -3%
OC
1091
Oarsman Capital
Wisconsin
$653K +$46.7K +230 +7%
OWP
1092
Obermeyer Wealth Partners
Colorado
$653K +$109K +539 +19%
BAS
1093
Brown Advisory Securities
Maryland
$638K -$358K -1,767 -35%
ECM
1094
Ensemble Capital Management
California
$637K – – –
BCM
1095
BTR Capital Management
California
$634K -$112K -550 -14%
SKK
1096
Shepherd Kaplan Krochuk
Massachusetts
$632K +$264K +1,300 +65%
CPO
1097
Cerity Partners OCIO
New York
$631K -$13.2K -65 -2%
JWA
1098
JFS Wealth Advisors
Pennsylvania
$629K -$75.3K -371 -10%
ELC
1099
Edgar Lomax Company
Virginia
$629K – – –
KTC
1100
Kistler-Tiffany Companies
Pennsylvania
$624K +$406 +2 +0.1%
42 43
44
45 46