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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MDSL
1126
M.D. Sass LLC
New York
$737K -$93.5K -465 -11%
WCM
1127
Wealthcare Capital Management
Virginia
$737K +$275K +1,367 +62%
OA
1128
Outfitter Advisors
Virginia
$735K – – –
MCC
1129
Mid Continent Capital
Illinois
$725K +$82.4K +410 +13%
BCFS
1130
Butensky & Cohen Financial Security
Florida
$723K +$707K +3,519 New
OC
1131
Oarsman Capital
Wisconsin
$720K -$17.5K -87 -2%
EGA
1132
E&G Advisors
Texas
$720K +$80.4K +400 +13%
SIA
1133
Stancorp Investment Advisers
Oregon
$716K +$700K +3,482 New
MJRIC
1134
Mogy Joel R Investment Counsel
California
$711K +$2.41K +12 +0.3%
IAM
1135
Impax Asset Management
New Hampshire
$699K +$59.3K +295 +9%
UOC
1136
UBS O'Connor
Illinois
$693K -$812K -4,040 -55%
WEC
1137
Winslow Evans & Crocker
Massachusetts
$688K -$281K -1,398 -29%
ACS
1138
Archford Capital Strategies
Illinois
$678K +$259K +1,287 +64%
CHAM
1139
Clear Harbor Asset Management
Connecticut
$676K – – –
CCB
1140
Cutter & Co Brokerage
Missouri
$671K +$316K +1,571 +93%
TAM
1141
Todd Asset Management
Kentucky
$670K +$656K +3,261 New
JIR
1142
James Investment Research
Ohio
$668K – – –
RMCM
1143
Reynders McVeigh Capital Management
Massachusetts
$668K +$61.3K +305 +10%
ELC
1144
Edgar Lomax Company
Virginia
$666K – – –
PTB
1145
Pioneer Trust Bank
Oregon
$662K – – –
BW
1146
Bison Wealth
Georgia
$660K +$645K +3,211 New
RT
1147
Reliance Trust
Georgia
$658K -$21.1K -105 -3%
BSW
1148
Buckingham Strategic Wealth
Missouri
$657K +$268K +1,333 +72%
CAM
1149
Carret Asset Management
New York
$652K -$29.1K -145 -4%
AWA
1150
ARS Wealth Advisors
Florida
$651K -$580K -2,887 -48%
44 45
46
47 48