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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2926
Brown Financial Advisory
Alabama
$206K – – –
NPPM
2927
North Point Portfolio Managers
Ohio
$206K – – –
ASW
2928
Astoria Strategic Wealth
Texas
$205K -$171K -430 -43%
CIA
2929
Cascade Investment Advisors
Oregon
$205K – – –
KL
2930
KilterHowling LLC
Colorado
$204K -$794 -2 -0.3%
CCM
2931
Compton Capital Management
Rhode Island
$203K -$256K -645 -53%
AR
2932
Apeiron RIA
Texas
$203K +$225K +567 New
PPW
2933
Parcion Private Wealth
Washington
$202K -$19.1K -48 -8%
BAM
2934
Baldrige Asset Management
Pennsylvania
$202K – – –
SPI
2935
Santori & Peters Inc
Pennsylvania
$202K +$397 +1 +0.2%
BFM
2936
Broadview Financial Management
Wisconsin
$202K +$794 +2 +0.4%
PBF
2937
Petix & Botte Financial
California
$201K +$224K +563 New
NQWM
2938
Northwest Quadrant Wealth Management
Oregon
$200K +$794 +2 +0.4%
SA
2939
SWM Advisors
Florida
$200K +$3.57K +9 +2%
CWM
2940
Cabot Wealth Management
Massachusetts
$200K +$5.96K +15 +3%
PCFFS
2941
Pacific Center for Financial Services
California
$198K – – –
DTIM
2942
Danda Trouve Investment Management
Kansas
$197K +$219K +552 New
DEM
2943
Disciplined Equity Management
Florida
$195K – – –
PGAM
2944
Princeton Global Asset Management
New Jersey
$192K +$397 +1 +0.2%
LWP
2945
Lumature Wealth Partners
Georgia
$191K – – –
LWP
2946
Laurel Wealth Planning
Minnesota
$190K – – –
CFG
2947
CKW Financial Group
Hawaii
$187K +$4.37K +11 +2%
LFA
2948
Level Financial Advisors
New York
$186K -$3.97K -10 -2%
HCM
2949
Highlander Capital Management
New Jersey
$186K – – –
NWM
2950
Navigation Wealth Management
Colorado
$182K -$1.99K -5 -1%
116 117
118
119 120