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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2976
TMD Wealth Management
Arizona
$264K -$1.84K -4 -0.7%
WKWM
2977
Walter & Keenan Wealth Management
Indiana
$263K – – –
NQWM
2978
Northwest Quadrant Wealth Management
Oregon
$263K +$918 +2 +0.4%
QCIG
2979
Quad-Cities Investment Group
Iowa
$263K +$918 +2 +0.4%
APWM
2980
Atlas Private Wealth Management
New York
$262K -$2.29K -5 -0.9%
LWP
2981
Lumature Wealth Partners
Georgia
$261K -$30.3K -66 -11%
GJCM
2982
Grand Jean Capital Management
California
$261K – – –
LA
2983
Lynch & Associates
Indiana
$261K – – –
EBA
2984
Eagle Bay Advisors
New York
$261K +$36.3K +79 +17%
PI
2985
Pachira Investments
California
$260K -$6.43K -14 -2%
DEM
2986
Disciplined Equity Management
Florida
$259K +$251K +546 New
SFP
2987
Sweet Financial Partners
Minnesota
$259K +$251K +546 New
SA
2988
Sicart Associates
New York
$258K +$248K +540 New
AR
2989
Apeiron RIA
Texas
$258K +$250K +544 New
CWA
2990
CJM Wealth Advisers
Virginia
$257K +$249K +542 New
PIA
2991
Pinion Investment Advisors
Kansas
$257K -$15.6K -34 -6%
EWM
2992
Echo Wealth Management
Minnesota
$256K -$33.1K -72 -12%
UBG
2993
United Bank (Georgia)
Georgia
$256K – – –
KFS
2994
Kurt F. Somerville
$256K +$13.8K +30 +6%
PS
2995
Planned Solutions
California
$255K +$247K +537 New
LC
2996
Lincoln Capital
Nebraska
$254K – – –
SFG
2997
Steward Financial Group
Texas
$254K +$246K +535 New
CIA
2998
Cascade Investment Advisors
Oregon
$252K +$9.18K +20 +4%
PFM
2999
Peak Financial Management
Massachusetts
$252K -$11K -24 -4%
SNBOSCI
3000
Security National Bank of Sioux City Iowa
Iowa
$252K – – –
118 119
120
121 122