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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
3151
Liberty Wealth Management
California
$892K -$4.12K -7 -0.5%
JE
3152
JMAC Enterprises
Pennsylvania
$890K -$589 -1 -0.1%
NQWM
3153
Northwest Quadrant Wealth Management
Oregon
$889K +$161K +274 +22%
MAM
3154
Marquette Asset Management
Minnesota
$888K -$3.2M -5,427 -78%
NPAN
3155
Northeast Planning Associates NH
New Hampshire
$888K +$893K +1,516 New
BWP
3156
Barlow Wealth Partners
Kentucky
$886K +$14.7K +25 +2%
NCTC
3157
New Covenant Trust Company
Indiana
$885K – – –
LPFG
3158
Landing Point Financial Group
Ohio
$884K +$864K +1,466 New
PFG
3159
PAX Financial Group
Texas
$883K +$1.77K +3 +0.2%
OC
3160
Opinicus Capital
Florida
$882K -$20K -34 -2%
PRI
3161
Prepared Retirement Institute
Pennsylvania
$881K +$589 +1 +0.1%
CL
3162
CIM LLC
New York
$881K – – –
CRI
3163
Commonwealth Retirement Investments
Virginia
$880K -$57.1K -97 -6%
VAG
3164
VisionPoint Advisory Group
Texas
$880K -$66.6K -113 -7%
CNB
3165
Camden National Bank
Maine
$879K -$11.8K -20 -1%
OPW
3166
Osprey Private Wealth
New York
$879K – – –
EWA
3167
Encompass Wealth Advisors
Oregon
$875K +$21.8K +37 +3%
FCT
3168
Family Capital Trust
Massachusetts
$874K -$15.3K -26 -2%
AWC
3169
Abundance Wealth Counselors
Pennsylvania
$874K +$878K +1,491 New
RWM
3170
Rockwood Wealth Management
Pennsylvania
$872K -$255K -432 -23%
AFC
3171
AFT Forsyth & Company
Florida
$872K -$68.3K -116 -7%
CFO
3172
CVA Family Office
Colorado
$872K -$29.5K -50 -3%
AIA
3173
Alternative Investment Advisors
Florida
$871K -$216K -366 -20%
NPA
3174
Nichols & Pratt Advisers
Massachusetts
$871K – – –
PPWM
3175
Paragon Private Wealth Management
Kentucky
$870K -$24.7K -42 -3%
125 126
127
128 129