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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3426
Waterford Advisors
New York
$908K -$16.9K -25 -2%
NQWM
3427
Northwest Quadrant Wealth Management
Oregon
$908K +$137K +203 +18%
CC
3428
Capital Counsel
New York
$906K -$93.9K -139 -9%
FWM
3429
Finer Wealth Management
Massachusetts
$906K +$41.9K +62 +5%
MWM
3430
Mascoma Wealth Management
New Hampshire
$905K – – –
JPWM
3431
Jamison Private Wealth Management
Georgia
$904K -$16.9K -25 -2%
F8IS
3432
Figure 8 Investment Strategies
Idaho
$904K – – –
LKBC
3433
L.K. Benson & Company
Maryland
$903K – – –
EWA
3434
Eagle Wealth Advisors
Connecticut
$903K +$895K +1,324 New
TSWM
3435
Triangle Securities Wealth Management
North Carolina
$902K -$633K -936 -41%
CWM
3436
Cooke Wealth Management
California
$899K +$880K +1,302 New
TCRG
3437
Twin Cities Retirement Group
Minnesota
$898K +$890K +1,317 New
MSFP
3438
Mark Sheptoff Financial Planning
Connecticut
$893K – – –
MCM
3439
Monument Capital Management
Virginia
$892K -$14.9K -22 -2%
BLC
3440
Blue Line Capital
Illinois
$892K +$884K +1,308 New
SFG
3441
SageGuard Financial Group
Tennessee
$892K +$884K +1,308 New
DOA
3442
D'Orazio & Associates
Virginia
$892K +$6.76K +10 +0.8%
AA
3443
Addison Advisors
Vermont
$891K -$84.5K -125 -9%
PIA
3444
Polaris Investment Advisors
Massachusetts
$891K +$883K +1,306 New
GWMIA
3445
Global Wealth Management Investment Advisory
Florida
$891K -$23K -34 -3%
FWM
3446
Fonville Wealth Management
Virginia
$889K +$67.6K +100 +8%
SFM
3447
Stack Financial Management
Montana
$889K -$29.1K -43 -3%
PCM
3448
Ping Capital Management
New York
$886K +$879K +1,300 New
WWM
3449
Waterway Wealth Management
Texas
$886K +$401K +593 +84%
SP
3450
Sequent Planning
Nebraska
$885K -$3.38K -5 -0.4%
136 137
138
139 140