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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
2951
Willow Creek Wealth Management
California
$685K -$10.5K -20 -2%
CC
2952
Constitution Capital
Connecticut
$683K +$26.2K +50 +4%
SP
2953
Sequent Planning
Nebraska
$681K +$4.19K +8 +0.6%
HC
2954
Hourglass Capital
Texas
$680K +$2.62K +5 +0.4%
BFWM
2955
Bright Futures Wealth Management
New York
$679K +$3.14K +6 +0.5%
RIG
2956
RiverFront Investment Group
Virginia
$678K +$290K +554 +80%
SA
2957
Stewardship Advisors
Pennsylvania
$676K +$7.85K +15 +1%
JA
2958
JVL Associates
Michigan
$675K – – –
AMM
2959
American Money Management
California
$675K +$63.3K +121 +11%
BCFS
2960
Butensky & Cohen Financial Security
Florida
$674K -$34K -65 -5%
APM
2961
a16z Perennial Management
California
$674K – – –
NQWM
2962
Northwest Quadrant Wealth Management
Oregon
$674K +$2.09K +4 +0.3%
HG
2963
Harbor Group
New Hampshire
$673K -$6.8K -13 -1%
RS
2964
Retirement Solution
Washington
$670K +$52.9K +101 +9%
SF
2965
Schaeffer Financial
Maryland
$670K +$408K +780 +173%
ZIG
2966
Zuckerman Investment Group
Illinois
$669K – – –
VH
2967
Visionary Horizons
Tennessee
$669K +$52.3K +100 +9%
FMN
2968
Financial Management Network
California
$666K -$34K -65 -5%
PWG
2969
Portside Wealth Group
Utah
$666K +$16.2K +31 +3%
SIA
2970
Sage Investment Advisers
New York
$661K +$523 +1 +0.1%
EL
2971
EWA LLC
Pennsylvania
$661K – – –
GHA
2972
Granite Harbor Advisors
Texas
$660K +$2.62K +5 +0.4%
DOA
2973
D'Orazio & Associates
Virginia
$656K – – –
SLA
2974
Silver Lake Advisory
Utah
$655K +$31.9K +61 +5%
TWP
2975
Total Wealth Planning
Ohio
$655K -$61.2K -117 -9%
117 118
119
120 121