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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFWM
3126
Bright Futures Wealth Management
New York
$950K +$914K +1,426 New
SAM
3127
Steinberg Asset Management
New York
$948K – – –
LPFG
3128
Landing Point Financial Group
Ohio
$946K -$86.5K -135 -9%
NCM
3129
Northwest Capital Management
Oregon
$945K -$1.15M -1,794 -56%
PPA
3130
Painted Porch Advisors
California
$945K +$341K +532 +60%
CW
3131
Code Waechter
Florida
$942K +$4.49K +7 +0.5%
CWA
3132
Cura Wealth Advisors
Illinois
$941K +$1.28K +2 +0.1%
OWP
3133
ORG Wealth Partners
Texas
$941K +$64.1K +100 +8%
BWM
3134
BKM Wealth Management
Wisconsin
$940K -$112K -174 -11%
PCI
3135
Planning Center Inc
Illinois
$939K -$17.9K -28 -2%
VFIC
3136
Valley Forge Investment Consultants
Pennsylvania
$939K -$123K -192 -12%
MKW
3137
Mullaney, Keating & Wright
Connecticut
$937K +$224K +350 +33%
MAM
3138
Mainsail Asset Management
Alabama
$937K +$901K +1,406 New
SWM
3139
Seaside Wealth Management
California
$935K +$1.92K +3 +0.2%
EWA
3140
Encompass Wealth Advisors
Oregon
$935K – – –
SHA
3141
Seneca House Advisors
Virginia
$933K – – –
MCA
3142
Martin Capital Advisors
Texas
$931K – – –
OCM
3143
Orleans Capital Management
Louisiana
$929K -$285K -444 -24%
LMKC
3144
L.M. Kohn & Company
Ohio
$928K -$11.2M -17,413 -93%
AWM
3145
Aberdeen Wealth Management
Illinois
$927K +$44.9K +70 +5%
MFA
3146
Morling Financial Advisors
California
$927K – – –
SL
3147
SFM LLC
New Hampshire
$927K +$641 +1 +0.1%
QCIG
3148
Quad-Cities Investment Group
Iowa
$926K +$39.1K +61 +5%
GIA
3149
GHP Investment Advisors
Colorado
$926K -$68.6K -107 -7%
IWP
3150
Insight Wealth Partners
Texas
$925K +$37.8K +59 +4%
124 125
126
127 128