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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
2901
Walled Lake Planning & Wealth Management
Illinois
$216K +$794 +2 +0.3%
AHIA
2902
Andrew Hill Investment Advisors
Florida
$215K – – –
SIM
2903
Strategic Investment Management
Virginia
$215K – – –
WAM
2904
Walker Asset Management
Missouri
$214K -$2.78K -7 -1%
3LCM
2905
3D/L Capital Management
Connecticut
$214K – – –
UBG
2906
United Bank (Georgia)
Georgia
$214K +$21K +53 +10%
FTA
2907
Financial & Tax Architects
Missouri
$214K -$4.37K -11 -2%
ERIM
2908
Eagle Ridge Investment Management
Connecticut
$213K – – –
I
2909
IMPACTfolio
Colorado
$213K – – –
HW
2910
Hedeker Wealth
Illinois
$212K -$33.8K -85 -13%
MIM
2911
Moseley Investment Management
Florida
$212K +$236K +594 New
CBN
2912
Cadence Bank NA
Texas
$210K -$5.41M -13,617 -96%
TPWM
2913
Twelve Points Wealth Management
Massachusetts
$210K -$19.9K -50 -8%
LC
2914
Lincoln Capital
Nebraska
$210K – – –
TPW
2915
Transatlantique Private Wealth
New York
$210K +$13.5K +34 +6%
BAS
2916
Brown Advisory Securities
Maryland
$209K -$244K -614 -51%
JWM
2917
Jackson Wealth Management
Florida
$209K +$232K +585 New
MFG
2918
Menard Financial Group
Texas
$209K +$233K +586 New
AFM
2919
Andesa Financial Management
Pennsylvania
$208K -$3.64M -9,163 -94%
CP
2920
Coho Partners
Pennsylvania
$208K -$1.42M -3,582 -86%
HI
2921
Hudock Inc
Pennsylvania
$208K -$14.7K -37 -6%
PCM
2922
Presidio Capital Management
California
$207K -$124K -313 -35%
BCM
2923
Brookmont Capital Management
Texas
$207K -$8.34K -21 -4%
BFA
2924
Brown Financial Advisory
Alabama
$206K – – –
NPPM
2925
North Point Portfolio Managers
Ohio
$206K – – –
115 116
117
118 119