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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
3126
Signature Wealth Management Group
Georgia
$224K +$226K +587 New
CNAM
3127
Campbell Newman Asset Management
Wisconsin
$224K -$390K -1,014 -63%
EA
3128
Eclectic Associates
California
$223K +$224K +584 New
LC
3129
Lincoln Capital
Nebraska
$223K -$1.92K -5 -0.8%
WFMPM
3130
Woodley Farra Manion Portfolio Management
Indiana
$221K +$221K +575 New
BFM
3131
Broadview Financial Management
Wisconsin
$221K +$5K +13 +2%
BFA
3132
Brown Financial Advisory
Alabama
$220K – – –
ASW
3133
Astoria Strategic Wealth
Texas
$220K – – –
FCAM
3134
First Citizens Asset Management
North Carolina
$220K +$221K +574 New
JCM
3135
J2 Capital Management
Michigan
$219K +$220K +572 New
KL
3136
KilterHowling LLC
Colorado
$219K +$384 +1 +0.2%
DWA
3137
Delap Wealth Advisory
Oregon
$218K +$219K +569 New
SPI
3138
Santori & Peters Inc
Pennsylvania
$217K +$384 +1 +0.2%
BAM
3139
Baldrige Asset Management
Pennsylvania
$216K – – –
QCIG
3140
Quad-Cities Investment Group
Iowa
$215K +$216K +562 New
APW
3141
Axim Planning & Wealth
Ohio
$215K +$71.9K +187 +50%
NQWM
3142
Northwest Quadrant Wealth Management
Oregon
$215K +$769 +2 +0.4%
SFI
3143
SPC Financial Inc
Maryland
$214K +$215K +559 New
CBOR
3144
Community Bank of Raymore
Missouri
$213K +$214K +558 New
LWMNY
3145
Landmark Wealth Management (New York)
New York
$213K +$214K +558 New
B
3146
BetterWealth
California
$213K +$214K +556 New
CPA
3147
Court Place Advisors
Maryland
$212K +$1.15K +3 +0.3%
FF
3148
Friedenthal Financial
New Jersey
$212K +$213K +555 New
BW
3149
Basepoint Wealth
Iowa
$211K +$212K +552 New
ECA
3150
Elevated Capital Advisors
Utah
$211K +$212K +552 New
124 125
126
127 128