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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
3451
Thompson Davis & Co
Virginia
$341K -$23.8K -43 -7%
TFP
3452
Tilia Fiduciary Partners
North Carolina
$340K +$328K +593 New
HSWS
3453
Higgins & Schmidt Wealth Strategies
Colorado
$339K -$17.1K -31 -5%
MWP
3454
Meridian Wealth Partners
Pennsylvania
$338K -$16.6K -30 -5%
MWM
3455
Maltin Wealth Management
New Jersey
$338K +$1.11K +2 +0.3%
HA
3456
Harfst & Associates
Wyoming
$337K +$58.6K +106 +22%
SKK
3457
Shepherd Kaplan Krochuk
Massachusetts
$337K +$325K +587 New
FWM
3458
Fonville Wealth Management
Virginia
$336K +$73.5K +133 +29%
CCMINC
3459
Cardinal Capital Management Inc (North Carolina)
North Carolina
$336K +$1.11K +2 +0.3%
NWM
3460
Northwest Wealth Management
Iowa
$335K +$323K +584 New
SI
3461
Stonekeep Investments
New Mexico
$334K – – –
HWM
3462
HFG Wealth Management
Texas
$333K – – –
IWP
3463
IAG Wealth Partners
Wisconsin
$333K +$23.2K +42 +8%
BFA
3464
Brown Financial Advisory
Alabama
$332K – – –
SS
3465
Sound Stewardship
Kansas
$332K +$15.5K +28 +5%
ASW
3466
Astoria Strategic Wealth
Texas
$332K +$1.66K +3 +0.5%
CA
3467
Crumly & Associates
Illinois
$329K -$2.21K -4 -0.7%
RAM
3468
Redmond Asset Management
Virginia
$329K -$6.63K -12 -2%
SFP
3469
Strategic Financial Partners
Oregon
$328K – – –
KL
3470
KilterHowling LLC
Colorado
$326K -$6.63K -12 -2%
PWM
3471
Provident Wealth Management
Tennessee
$325K – – –
AMG
3472
Advisors Management Group
Wisconsin
$325K -$1.66K -3 -0.5%
WLPWM
3473
Walled Lake Planning & Wealth Management
Illinois
$325K -$127K -229 -29%
PH
3474
Pinnacle Holdings
Oklahoma
$324K +$312K +565 New
BCAM
3475
Boston Common Asset Management
Massachusetts
$324K +$553 +1 +0.2%
137 138
139
140 141