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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
3151
Buttonwood Financial Advisors
Maryland
$873K – – –
CWA
3152
Cura Wealth Advisors
Illinois
$872K -$346K -605 -30%
TBC
3153
Ted Buchan & Co
California
$871K +$46.3K +81 +6%
SLWA
3154
San Luis Wealth Advisors
California
$870K +$101K +176 +14%
EWM
3155
Evolution Wealth Management
Florida
$870K +$805K +1,408 New
FSCM
3156
Front Street Capital Management
Montana
$868K – – –
EWA
3157
Encompass Wealth Advisors
Oregon
$867K -$45.2K -79 -5%
SHA
3158
Seneca House Advisors
Virginia
$865K – – –
SWM
3159
Seaside Wealth Management
California
$865K -$94.3K -165 -11%
MCA
3160
Martin Capital Advisors
Texas
$863K – – –
FFC
3161
First Financial Corp
Indiana
$863K +$3.43K +6 +0.4%
WE
3162
Wealth Effects
Massachusetts
$863K +$72.6K +127 +10%
MFA
3163
Morling Financial Advisors
California
$860K – – –
SL
3164
SFM LLC
New Hampshire
$860K – – –
TWM
3165
TriaGen Wealth Management
California
$859K – – –
AFM
3166
Abbot Financial Management
Massachusetts
$858K +$85.7K +150 +12%
HNW
3167
High Note Wealth
Minnesota
$856K – – –
MWM
3168
Mattern Wealth Management
Kansas
$853K – – –
SFM
3169
Stack Financial Management
Montana
$851K – – –
GWM
3170
GK Wealth Management
Nevada
$851K +$34.3K +60 +5%
F8IS
3171
Figure 8 Investment Strategies
Idaho
$850K – – –
WCWM
3172
Willow Creek Wealth Management
California
$849K +$71.5K +125 +10%
BWL
3173
Beacon Wealthcare LLC
North Carolina
$848K – – –
PCMN
3174
Paradigm Capital Management (Nevada)
Nevada
$847K -$6.86K -12 -0.9%
HB
3175
Horizon Bancorp
Indiana
$846K – – –
125 126
127
128 129