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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HHAA
2401
Henry H. Armstrong Associates
Pennsylvania
$813K -$223K -500 -22%
CYG
2402
Clean Yield Group
Vermont
$813K – – –
WAM
2403
Weatherly Asset Management
California
$811K +$32.5K +73 +4%
WFA
2404
Websterrogers Financial Advisors
South Carolina
$809K -$47.6K -107 -6%
TWP
2405
Total Wealth Planning
Ohio
$809K +$797K +1,791 New
HFS
2406
Heritage Financial Services
Massachusetts
$808K +$114K +255 +17%
IP
2407
Isthmus Partners
Wisconsin
$807K -$593K -1,332 -43%
LRPA
2408
L. Roy Papp & Associates
Arizona
$805K +$4.01K +9 +0.5%
TPM
2409
Triasima Portfolio Management
Quebec, Canada
$799K -$40.1K -90 -5%
HCA
2410
Horan Capital Advisors
Ohio
$798K +$46.7K +105 +6%
CG
2411
CFO4Life Group
Texas
$796K +$445 +1 +0.1%
WAM
2412
Worth Asset Management
Texas
$795K +$903K +2,028 New
FIM
2413
Fernwood Investment Management
Massachusetts
$794K +$38.3K +86 +5%
HTHT
2414
Hemenway Trust Hemenway Trust
New Hampshire
$791K -$80.1K -180 -9%
MSA
2415
Marino Stram & Associates
Massachusetts
$789K +$890 +2 +0.1%
HT
2416
HighTower Trust
Texas
$787K -$106K -239 -12%
BTIM
2417
BancFirst Trust & Investment Management
Oklahoma
$785K +$345K +775 +80%
BZWA
2418
Blue Zone Wealth Advisors
California
$785K +$345K +776 +81%
RWG
2419
Ratio Wealth Group
Colorado
$784K -$8.01K -18 -1%
AWM
2420
AllSquare Wealth Management
New York
$783K -$345K -775 -31%
HCP
2421
Hexagon Capital Partners
Arkansas
$781K +$3.12K +7 +0.4%
NPF
2422
Norris Perne & French
Michigan
$779K – – –
FTA
2423
Financial & Tax Architects
Missouri
$775K -$5.46M -12,264 -88%
WA
2424
Wealthstar Advisors
Texas
$775K +$32.5K +73 +4%
DWM
2425
Dorchester Wealth Management
Quebec, Canada
$772K +$490K +1,100 +143%
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