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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
2951
Northwest Quadrant Wealth Management
Oregon
$213K +$819 +2 +0.4%
SPI
2952
Santori & Peters Inc
Pennsylvania
$213K +$231K +565 New
ECM
2953
Elgethun Capital Management
South Dakota
$213K +$233K +569 New
PIA
2954
Pinion Investment Advisors
Kansas
$211K +$410 +1 +0.2%
OFS
2955
OneAscent Financial Services
Alabama
$211K +$229K +559 New
B
2956
BetterWealth
California
$210K – – –
TWM
2957
TMD Wealth Management
Arizona
$210K – – –
QCIG
2958
Quad-Cities Investment Group
Iowa
$210K +$819 +2 +0.4%
PCFFS
2959
Pacific Center for Financial Services
California
$209K -$181K -442 -44%
TPW
2960
Transatlantique Private Wealth
New York
$209K +$227K +555 New
APWM
2961
Atlas Private Wealth Management
New York
$208K – – –
FF
2962
Friedenthal Financial
New Jersey
$208K – – –
SA
2963
SWM Advisors
Florida
$208K +$410 +1 +0.2%
QWM
2964
Quaker Wealth Management
New Jersey
$208K +$226K +551 New
MCWA
2965
Meadow Creek Wealth Advisors
Georgia
$207K -$135K -329 -38%
FFWM
2966
Future Financial Wealth Management
Ohio
$207K – – –
LA
2967
Lynch & Associates
Indiana
$207K – – –
CWM
2968
Cabot Wealth Management
Massachusetts
$206K -$3.69K -9 -2%
DEM
2969
Disciplined Equity Management
Florida
$206K – – –
SWA
2970
ShankerValleau Wealth Advisors
Illinois
$206K – – –
UBG
2971
United Bank (Georgia)
Georgia
$206K +$2.05K +5 +0.9%
CWA
2972
CJM Wealth Advisers
Virginia
$205K +$410 +1 +0.2%
WWM
2973
WJ Wealth Management
Arizona
$205K -$41K -100 -16%
HIM
2974
Hotaling Investment Management
Pennsylvania
$205K +$223K +544 New
FM
2975
Foster & Motley
Ohio
$203K – – –
117 118
119
120 121