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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VFPW
3151
Vantage Financial Partners (Wisconsin)
Wisconsin
$877K +$68K +119 +9%
WQ
3152
Wealth Quarterback
New Jersey
$876K +$17.7K +31 +2%
CW
3153
Code Waechter
Florida
$874K – – –
BFA
3154
Buttonwood Financial Advisors
Maryland
$873K – – –
CWA
3155
Cura Wealth Advisors
Illinois
$872K -$346K -605 -30%
TBC
3156
Ted Buchan & Co
California
$871K +$46.3K +81 +6%
SLWA
3157
San Luis Wealth Advisors
California
$870K +$101K +176 +14%
EWM
3158
Evolution Wealth Management
Florida
$870K +$805K +1,408 New
FSCM
3159
Front Street Capital Management
Montana
$868K – – –
EWA
3160
Encompass Wealth Advisors
Oregon
$867K -$45.2K -79 -5%
SHA
3161
Seneca House Advisors
Virginia
$865K – – –
SWM
3162
Seaside Wealth Management
California
$865K -$94.3K -165 -11%
MCA
3163
Martin Capital Advisors
Texas
$863K – – –
FFC
3164
First Financial Corp
Indiana
$863K +$3.43K +6 +0.4%
WE
3165
Wealth Effects
Massachusetts
$863K +$72.6K +127 +10%
MFA
3166
Morling Financial Advisors
California
$860K – – –
SL
3167
SFM LLC
New Hampshire
$860K – – –
TWM
3168
TriaGen Wealth Management
California
$859K – – –
AFM
3169
Abbot Financial Management
Massachusetts
$858K +$85.7K +150 +12%
HNW
3170
High Note Wealth
Minnesota
$856K – – –
MWM
3171
Mattern Wealth Management
Kansas
$853K – – –
SFM
3172
Stack Financial Management
Montana
$851K – – –
GWM
3173
GK Wealth Management
Nevada
$851K +$34.3K +60 +5%
F8IS
3174
Figure 8 Investment Strategies
Idaho
$850K – – –
WCWM
3175
Willow Creek Wealth Management
California
$849K +$71.5K +125 +10%
125 126
127
128 129