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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
D
2676
Diversified
Delaware
$607K +$151K +340 +31%
SPWM
2677
Straight Path Wealth Management
Michigan
$602K – – –
EL
2678
Envoi LLC
Minnesota
$601K +$625K +1,406 New
PRWA
2679
Platte River Wealth Advisors
Colorado
$598K – – –
WTFG
2680
Wells Trecaso Financial Group
Ohio
$597K -$66.7K -150 -10%
HBW
2681
Hazlett, Burt & Watson
West Virginia
$596K +$136K +306 +28%
MA
2682
Menlo Advisors
California
$596K +$222K +500 +106%
RIP
2683
RAM Investment Partners
Washington
$595K – – –
HTHT
2684
Hemenway Trust Hemenway Trust
New Hampshire
$595K -$4.45K -10 -0.7%
BIM
2685
Barton Investment Management
Pennsylvania
$595K -$51.1K -115 -8%
MWM
2686
Marion Wealth Management
Pennsylvania
$592K +$139K +313 +29%
MWM
2687
Massachusetts Wealth Management
Massachusetts
$591K +$68.1K +153 +12%
JLBC
2688
J.L. Bainbridge & Co
Florida
$590K -$890 -2 -0.1%
LL
2689
LWMG LLC
Minnesota
$590K -$172K -387 -22%
MAM
2690
Morse Asset Management
Connecticut
$590K +$28.9K +65 +5%
RA
2691
Ruggaard & Associates
Ohio
$588K +$11.1K +25 +2%
EL
2692
EWA LLC
Pennsylvania
$586K +$2.67K +6 +0.5%
EL
2693
Essex LLC
Illinois
$586K +$609K +1,370 New
SFG
2694
Steward Financial Group
Texas
$584K -$137K -309 -18%
FWM
2695
Finer Wealth Management
Massachusetts
$583K -$21.8K -49 -3%
HWMG
2696
Hurlow Wealth Management Group
Indiana
$581K -$44.5K -100 -7%
RSA
2697
River Street Advisors
Illinois
$579K -$3.11K -7 -0.5%
SIA
2698
Schear Investment Advisers
Ohio
$577K -$62.3K -140 -9%
TPA
2699
Trivium Point Advisory
Connecticut
$577K +$36K +81 +6%
RPSA
2700
Richard P. Slaughter Associates
Texas
$577K – – –
106 107
108
109 110