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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
F8IS
3426
Figure 8 Investment Strategies
Idaho
$904K – – –
LKBC
3427
L.K. Benson & Company
Maryland
$903K – – –
EWA
3428
Eagle Wealth Advisors
Connecticut
$903K +$895K +1,324 New
TSWM
3429
Triangle Securities Wealth Management
North Carolina
$902K -$633K -936 -41%
CWM
3430
Cooke Wealth Management
California
$899K +$880K +1,302 New
TCRG
3431
Twin Cities Retirement Group
Minnesota
$898K +$890K +1,317 New
MSFP
3432
Mark Sheptoff Financial Planning
Connecticut
$893K – – –
MCM
3433
Monument Capital Management
Virginia
$892K -$14.9K -22 -2%
BLC
3434
Blue Line Capital
Illinois
$892K +$884K +1,308 New
SFG
3435
SageGuard Financial Group
Tennessee
$892K +$884K +1,308 New
DOA
3436
D'Orazio & Associates
Virginia
$892K +$6.76K +10 +0.8%
AA
3437
Addison Advisors
Vermont
$891K -$84.5K -125 -9%
PIA
3438
Polaris Investment Advisors
Massachusetts
$891K +$883K +1,306 New
GWMIA
3439
Global Wealth Management Investment Advisory
Florida
$891K -$23K -34 -3%
FWM
3440
Fonville Wealth Management
Virginia
$889K +$67.6K +100 +8%
SFM
3441
Stack Financial Management
Montana
$889K -$29.1K -43 -3%
PCM
3442
Ping Capital Management
New York
$886K +$879K +1,300 New
WWM
3443
Waterway Wealth Management
Texas
$886K +$401K +593 +84%
SP
3444
Sequent Planning
Nebraska
$885K -$3.38K -5 -0.4%
SG
3445
Stanich Group
New York
$885K – – –
SWM
3446
Seaside Wealth Management
California
$884K -$72.3K -107 -8%
JBA
3447
Johnson Bixby & Associates
Washington
$883K +$77.1K +114 +10%
HKAM
3448
Horizon Kinetics Asset Management
New York
$882K – – –
SF
3449
Slagle Financial
Illinois
$882K +$162K +239 +23%
EPI
3450
Eddie Patel Inc
Illinois
$882K +$874K +1,293 New
136 137
138
139 140