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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2626
Liberty Wealth Management
California
$572K -$761K -1,658 Closed
DP
2627
DDD Partners
Washington
$571K +$5.97K +13 +1%
CIA
2628
Cladis Investment Advisory
Montana
$570K +$551K +1,201 New
FW
2629
FirstPurpose Wealth
Utah
$570K +$551K +1,200 New
KTC
2630
Kistler-Tiffany Companies
Pennsylvania
$569K +$459 +1 +0.1%
WCWM
2631
Willow Creek Wealth Management
California
$568K +$80.3K +175 +17%
IFS
2632
Intelligent Financial Strategies
Minnesota
$567K +$548K +1,194 New
GBWM
2633
Granite Bay Wealth Management
New Hampshire
$566K +$547K +1,191 New
TC
2634
Truvestments Capital
Florida
$565K -$3.21K -7 -0.6%
AA
2635
Aire Advisors
California
$565K +$548K +1,194 New
KNFPWM
2636
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$563K +$544K +1,184 New
AIM
2637
Alhambra Investment Management
Florida
$562K -$13.8K -30 -2%
FA
2638
Fountainhead AM
New Jersey
$561K +$79.4K +173 +17%
SFA
2639
Souders Financial Advisors
Ohio
$560K +$32.1K +70 +6%
RWM
2640
Reston Wealth Management
Virginia
$558K +$1.84K +4 +0.3%
JAM
2641
JCIC Asset Management
Ontario, Canada
$553K – – –
RDWM
2642
Red Door Wealth Management
Tennessee
$553K +$157K +343 +42%
OC
2643
Oarsman Capital
Wisconsin
$552K – – –
AIA
2644
Arbor Investment Advisors
North Carolina
$551K – – –
PCMN
2645
Paradigm Capital Management (Nevada)
Nevada
$551K +$533K +1,161 New
SHA
2646
Seneca House Advisors
Virginia
$550K -$3.67K -8 -0.7%
VFIC
2647
Valley Forge Investment Consultants
Pennsylvania
$550K – – –
WAM
2648
WealthTrust Asset Management
Florida
$550K +$27.5K +60 +5%
BWA
2649
Bordeaux Wealth Advisors
California
$549K +$5.51K +12 +1%
BAM
2650
Bellevue Asset Management
Washington
$549K +$22K +48 +4%
104 105
106
107 108