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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HTHT
1726
Hemenway Trust Hemenway Trust
New Hampshire
$972K -$142K -485 -13%
RWA
1727
River Wealth Advisors
Pennsylvania
$968K -$22K -75 -2%
CAN
1728
Claraphi Advisory Network
United States
$966K -$64.1K -219 -7%
XF
1729
XML Financial
Maryland
$961K -$660K -2,255 -42%
PPW
1730
Pasadena Private Wealth
California
$961K +$20.5K +70 +2%
BDF
1731
Black Diamond Financial
Maryland
$961K +$29.3K +100 +3%
ECM
1732
Exchange Capital Management
Michigan
$955K -$112K -384 -11%
5L
1733
55I LLC
Massachusetts
$955K +$480K +1,641 +113%
BFIC
1734
Bedell Frazier Investment Counselling
California
$954K -$23.4K -80 -3%
BWM
1735
BCS Wealth Management
Tennessee
$954K – – –
AGA
1736
Accuvest Global Advisors
Utah
$948K +$76.4K +261 +9%
BFIM
1737
Beese Fulmer Investment Management
Ohio
$943K -$22K -75 -2%
CST
1738
Charles Schwab Trust
Nevada
$943K -$17.3K -59 -2%
MFW
1739
Mosaic Family Wealth
Missouri
$943K +$193K +661 +28%
GAMC
1740
Garner Asset Management Corp
Texas
$941K +$60.3K +206 +7%
HIM
1741
Hanlon Investment Management
New Jersey
$938K -$109K -372 -11%
LI
1742
LVZ Inc
Michigan
$932K +$884K +3,021 New
CDIA
1743
Capital Directions Investment Advisors
Georgia
$931K -$8.78K -30 -1%
SWP
1744
Strategic Wealth Partners
Ohio
$928K -$915K -3,127 -51%
PCM
1745
Parsons Capital Management
Rhode Island
$926K +$9.66K +33 +1%
CA
1746
CapWealth Advisors
Tennessee
$926K +$51.8K +177 +6%
NC
1747
NovaPoint Capital
Georgia
$925K -$22.2K -76 -2%
WQ
1748
Wealth Quarterback
New Jersey
$924K +$20.2K +69 +2%
VSI
1749
Verde Servicos Internacionais
Brazil
$921K -$26.4M -90,094 -97%
KOMWMG
1750
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$914K +$450K +1,536 +108%
68 69
70
71 72