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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MDSL
1476
M.D. Sass LLC
New York
$1.89M +$123K +400 +7%
FMII
1477
Farmers & Merchants Investments Inc
Nebraska
$1.89M -$95.1K -309 -5%
FIG
1478
FundX Investment Group
California
$1.89M +$1.81M +5,875 New
DWA
1479
Dougherty Wealth Advisers
Minnesota
$1.89M – – –
CCA
1480
Column Capital Advisors
Indiana
$1.89M +$1.81M +5,868 New
M
1481
MOTCO
Texas
$1.89M +$20.3K +66 +1%
GC
1482
Gilbert & Cook
Iowa
$1.88M +$236K +767 +15%
CCG
1483
Chatham Capital Group
Georgia
$1.88M +$126K +410 +8%
CCFCSB
1484
Cape Cod Five Cents Savings Bank
Massachusetts
$1.87M -$15.4K -50 -0.9%
CAM
1485
Congress Asset Management
Massachusetts
$1.86M +$938K +3,047 +111%
MJRIC
1486
Mogy Joel R Investment Counsel
California
$1.86M -$616 -2 -0%
FFA
1487
Fragasso Financial Advisors
Pennsylvania
$1.86M +$7.39K +24 +0.4%
HF
1488
Halpern Financial
Virginia
$1.86M +$1.78M +5,775 New
CFG
1489
Cambridge Financial Group
Ohio
$1.85M +$1.77M +5,760 New
ADL
1490
Asset Dedication LLC
California
$1.85M -$103K -333 -5%
BF
1491
Blankinship & Foster
California
$1.84M -$32K -104 -2%
WI
1492
Wedgewood Investors
Pennsylvania
$1.84M – – –
BFIC
1493
Bedell Frazier Investment Counselling
California
$1.84M – – –
BFA
1494
Beacon Financial Advisory
Ohio
$1.84M +$1.76M +5,718 New
AMG
1495
Asset Management Group
Connecticut
$1.84M -$34.8K -113 -2%
BFA
1496
Beaumont Financial Advisors
Massachusetts
$1.84M +$656K +2,130 +60%
PWP
1497
Principle Wealth Partners
Connecticut
$1.83M +$187K +608 +12%
CCT
1498
Capital City Trust
Florida
$1.83M – – –
GSIS
1499
Global Strategic Investment Solutions
Arizona
$1.83M +$308 +1 +0%
AWM
1500
Alterna Wealth Management
Texas
$1.82M +$1.47M +4,763 +525%
58 59
60
61 62