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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HSWS
3451
Higgins & Schmidt Wealth Strategies
Colorado
$339K -$17.1K -31 -5%
MWP
3452
Meridian Wealth Partners
Pennsylvania
$338K -$16.6K -30 -5%
MWM
3453
Maltin Wealth Management
New Jersey
$338K +$1.11K +2 +0.3%
HA
3454
Harfst & Associates
Wyoming
$337K +$58.6K +106 +22%
SKK
3455
Shepherd Kaplan Krochuk
Massachusetts
$337K +$325K +587 New
FWM
3456
Fonville Wealth Management
Virginia
$336K +$73.5K +133 +29%
CCMINC
3457
Cardinal Capital Management Inc (North Carolina)
North Carolina
$336K +$1.11K +2 +0.3%
NWM
3458
Northwest Wealth Management
Iowa
$335K +$323K +584 New
SI
3459
Stonekeep Investments
New Mexico
$334K – – –
HWM
3460
HFG Wealth Management
Texas
$333K – – –
IWP
3461
IAG Wealth Partners
Wisconsin
$333K +$23.2K +42 +8%
BFA
3462
Brown Financial Advisory
Alabama
$332K – – –
SS
3463
Sound Stewardship
Kansas
$332K +$15.5K +28 +5%
ASW
3464
Astoria Strategic Wealth
Texas
$332K +$1.66K +3 +0.5%
CA
3465
Crumly & Associates
Illinois
$329K -$2.21K -4 -0.7%
RAM
3466
Redmond Asset Management
Virginia
$329K -$6.63K -12 -2%
SFP
3467
Strategic Financial Partners
Oregon
$328K – – –
KL
3468
KilterHowling LLC
Colorado
$326K -$6.63K -12 -2%
PWM
3469
Provident Wealth Management
Tennessee
$325K – – –
AMG
3470
Advisors Management Group
Wisconsin
$325K -$1.66K -3 -0.5%
WLPWM
3471
Walled Lake Planning & Wealth Management
Illinois
$325K -$127K -229 -29%
PH
3472
Pinnacle Holdings
Oklahoma
$324K +$312K +565 New
BCAM
3473
Boston Common Asset Management
Massachusetts
$324K +$553 +1 +0.2%
DA
3474
Detalus Advisors
Missouri
$324K +$312K +564 New
CAM
3475
Cidel Asset Management
Ontario, Canada
$322K +$311K +562 New
137 138
139
140 141