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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
2926
Walled Lake Planning & Wealth Management
Illinois
$271K +$445 +1 +0.2%
OFA
2927
Oak Family Advisors
Illinois
$270K -$2.23K -5 -0.8%
I
2928
IMPACTfolio
Colorado
$269K – – –
LFA
2929
Level Financial Advisors
New York
$269K – – –
GWAG
2930
Garrett Wealth Advisory Group
Texas
$269K +$265K +595 New
SFG
2931
Snider Financial Group
Washington
$269K +$265K +595 New
ECA
2932
Elevated Capital Advisors
Utah
$268K +$264K +593 New
CIC
2933
Chilton Investment Company
Connecticut
$265K -$6.18M -13,886 -96%
AIM
2934
Alhambra Investment Management
Florida
$265K -$265K -596 -50%
NPPM
2935
North Point Portfolio Managers
Ohio
$261K – – –
RWA
2936
Rainsberger Wealth Advisors
Colorado
$261K +$890 +2 +0.3%
WA
2937
WP Advisors
California
$261K +$25.4K +57 +11%
RWM
2938
Rockwood Wealth Management
Pennsylvania
$261K -$6.23K -14 -2%
BCM
2939
Brookmont Capital Management
Texas
$260K – – –
BFA
2940
Brown Financial Advisory
Alabama
$260K – – –
KL
2941
KilterHowling LLC
Colorado
$258K +$890 +2 +0.4%
SIM
2942
Strategic Investment Management
Virginia
$257K – – –
NWM
2943
Northcape Wealth Management
New York
$255K -$486K -1,091 -66%
BAM
2944
Baldrige Asset Management
Pennsylvania
$255K -$27.6K -62 -10%
OAM
2945
Oak Asset Management
California
$255K +$252K +565 New
BFM
2946
Broadview Financial Management
Wisconsin
$254K +$32.5K +73 +15%
NQWM
2947
Northwest Quadrant Wealth Management
Oregon
$253K +$890 +2 +0.4%
BWM
2948
Birchcreek Wealth Management
Ohio
$252K -$1.78K -4 -0.7%
DSN
2949
D. Scott Neal
Kentucky
$252K +$445 +1 +0.2%
PIA
2950
Pinion Investment Advisors
Kansas
$252K +$7.57K +17 +3%
116 117
118
119 120