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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
2976
Quaker Wealth Management
New Jersey
$734K +$707K +1,279 New
NWM
2977
Napa Wealth Management
California
$730K -$19.9K -36 -3%
WWM
2978
Whalen Wealth Management
Nevada
$729K +$228K +413 +48%
MCM
2979
Monarch Capital Management
Indiana
$729K – – –
ATIA
2980
American Trust Investment Advisors
New Hampshire
$727K – – –
SGAM
2981
Smith Group Asset Management
Texas
$726K +$700K +1,266 New
WCWM
2982
Willow Creek Wealth Management
California
$726K +$3.32K +6 +0.5%
HP
2983
HT Partners
Connecticut
$724K -$33.7K -61 -5%
BTWM
2984
Baker Tilly Wealth Management
Wisconsin
$723K -$169K -305 -19%
CBTWT
2985
Community Bank & Trust (Waco, Texas)
Texas
$723K – – –
SCM
2986
Stonehearth Capital Management
Massachusetts
$722K +$196K +354 +39%
CC
2987
Constitution Capital
Connecticut
$722K +$1.66K +3 +0.2%
NPPM
2988
North Point Portfolio Managers
Ohio
$720K +$56.4K +102 +9%
TWM
2989
TriaGen Wealth Management
California
$719K +$52K +94 +8%
BWIA
2990
Bryant Woods Investment Advisors
New York
$718K +$7.74K +14 +1%
CFAM
2991
Center For Asset Management
Florida
$716K -$8.85K -16 -1%
TPW
2992
Talon Private Wealth
Florida
$716K +$691K +1,249 New
SA
2993
Stewardship Advisors
Pennsylvania
$713K – – –
CCA
2994
Carrera Capital Advisors
Michigan
$713K +$50.3K +91 +8%
NQWM
2995
Northwest Quadrant Wealth Management
Oregon
$713K +$2.21K +4 +0.3%
JA
2996
JVL Associates
Michigan
$712K – – –
CH
2997
Canton Hathaway
Rhode Island
$711K -$113K -205 -14%
APM
2998
a16z Perennial Management
California
$711K – – –
AFM
2999
Abbot Financial Management
Massachusetts
$711K +$27.6K +50 +4%
BCFS
3000
Butensky & Cohen Financial Security
Florida
$710K -$1.11K -2 -0.2%
118 119
120
121 122