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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
3751
WT Wealth Management
Arizona
$378K +$380K +645 New
PA
3752
PFW Advisors
Georgia
$377K +$379K +643 New
NWM
3753
Northwest Wealth Management
Iowa
$377K +$34.8K +59 +10%
BA
3754
Baugh & Associates
Georgia
$376K +$14.1K +24 +4%
AC
3755
Applied Capital
Arkansas
$375K -$37.1K -63 -9%
SEP
3756
Southland Equity Partners
Missouri
$375K +$18.9K +32 +5%
SWM
3757
Scissortail Wealth Management
Oklahoma
$373K +$373K +633 +15,825%
SIC
3758
Sterling Investment Counsel
New York
$372K -$2.08M -3,522 -85%
DCM
3759
Dudley Capital Management
Virginia
$372K – – –
BI
3760
Beckerman Institutional
New Jersey
$372K – – –
TFP
3761
Tilia Fiduciary Partners
North Carolina
$371K +$24.2K +41 +7%
DWM
3762
Daner Wealth Management
Georgia
$370K +$361K +612 New
SH
3763
SLT Holdings
Arizona
$370K +$372K +632 New
XPN
3764
XY Planning Network
Montana
$370K +$372K +631 New
S4W
3765
Solutions 4 Wealth
Texas
$368K -$120K -203 -24%
HA
3766
Helium Advisors
Washington
$368K +$369K +627 New
KAM
3767
Knightsbridge Asset Management
California
$367K +$2.36K +4 +0.6%
CCMI
3768
Creative Capital Management Investments
California
$367K -$9.43K -16 -2%
PWCM
3769
Processus Wealth & Capital Management
Tennessee
$366K +$368K +625 New
PD
3770
Planning Directions
Pennsylvania
$366K – – –
DW
3771
Dodds Wealth
Colorado
$366K +$589 +1 +0.2%
PWA
3772
Prairie Wealth Advisors
Nebraska
$365K +$63.6K +108 +21%
GWSA
3773
Global Wealth Strategies & Associates
Colorado
$365K -$20K -34 -5%
PW
3774
Peninsula Wealth
California
$365K – – –
EAMA
3775
EFG Asset Management (Americas)
Florida
$365K – – –
149 150
151
152 153