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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
2926
Wells Trecaso Financial Group
Ohio
$719K – – –
FF
2927
Financial Futures
New Jersey
$719K +$13.1K +25 +2%
CIG
2928
Cascade Investment Group
Colorado
$719K +$10.5K +20 +2%
BWL
2929
Beacon Wealthcare LLC
North Carolina
$718K – – –
RCM
2930
Rain Capital Management
Oregon
$714K +$2.09K +4 +0.3%
CWP
2931
Concord Wealth Partners
Virginia
$713K -$240K -458 -26%
NWM
2932
Napa Wealth Management
California
$712K -$33K -63 -5%
BCM
2933
Beck Capital Management
Texas
$710K -$73.3K -140 -10%
RCP
2934
Rothschild Capital Partners
New York
$709K -$14.6M -27,808 -96%
CCM
2935
Carlson Capital Management
Minnesota
$705K +$3.66K +7 +0.5%
IHL
2936
Investment House LLC
California
$703K +$24.1K +46 +4%
4WM
2937
4J Wealth Management
Virginia
$700K – – –
PWSG
2938
Pacific Wealth Strategies Group
California
$699K -$72.2K -138 -10%
CMBA
2939
C.M. Bidwell & Associates
Hawaii
$699K – – –
EFP
2940
Elser Financial Planning
Indiana
$697K +$670K +1,281 New
IP
2941
Investment Partners
Ohio
$697K -$11.5K -22 -2%
LI
2942
Lafayette Investments
Maryland
$694K -$78.5K -150 -11%
GOCP
2943
Great Oak Capital Partners
Massachusetts
$693K +$1.05K +2 +0.2%
MCM
2944
Monarch Capital Management
Indiana
$692K – – –
VC
2945
Vicus Capital
Pennsylvania
$691K -$220K -421 -5%
EA
2946
Eclectic Associates
California
$690K +$36.1K +69 +6%
ATIA
2947
American Trust Investment Advisors
New Hampshire
$690K – – –
CFAM
2948
Center For Asset Management
Florida
$689K +$17.3K +33 +3%
CBTWT
2949
Community Bank & Trust (Waco, Texas)
Texas
$686K +$30.4K +58 +5%
WCWM
2950
Willow Creek Wealth Management
California
$685K -$10.5K -20 -2%
116 117
118
119 120