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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
EFIC
3751
Eliot Finkel Investment Counsel
California
$378K – – –
TPCM
3752
Templeton & Phillips Capital Management
Tennessee
$378K – – –
WWM
3753
WT Wealth Management
Arizona
$378K +$380K +645 New
PA
3754
PFW Advisors
Georgia
$377K +$379K +643 New
NWM
3755
Northwest Wealth Management
Iowa
$377K +$34.8K +59 +10%
BA
3756
Baugh & Associates
Georgia
$376K +$14.1K +24 +4%
AC
3757
Applied Capital
Arkansas
$375K -$37.1K -63 -9%
SEP
3758
Southland Equity Partners
Missouri
$375K +$18.9K +32 +5%
SWM
3759
Scissortail Wealth Management
Oklahoma
$373K +$373K +633 +15,825%
SIC
3760
Sterling Investment Counsel
New York
$372K -$2.08M -3,522 -85%
DCM
3761
Dudley Capital Management
Virginia
$372K – – –
BI
3762
Beckerman Institutional
New Jersey
$372K – – –
TFP
3763
Tilia Fiduciary Partners
North Carolina
$371K +$24.2K +41 +7%
DWM
3764
Daner Wealth Management
Georgia
$370K +$361K +612 New
SH
3765
SLT Holdings
Arizona
$370K +$372K +632 New
XPN
3766
XY Planning Network
Montana
$370K +$372K +631 New
S4W
3767
Solutions 4 Wealth
Texas
$368K -$120K -203 -24%
HA
3768
Helium Advisors
Washington
$368K +$369K +627 New
KAM
3769
Knightsbridge Asset Management
California
$367K +$2.36K +4 +0.6%
CCMI
3770
Creative Capital Management Investments
California
$367K -$9.43K -16 -2%
AFP
3771
Advus Financial Partners
Florida
$367K -$1.77K -3 -0.5%
PWCM
3772
Processus Wealth & Capital Management
Tennessee
$366K +$368K +625 New
PD
3773
Planning Directions
Pennsylvania
$366K – – –
DW
3774
Dodds Wealth
Colorado
$366K +$589 +1 +0.2%
PWA
3775
Prairie Wealth Advisors
Nebraska
$365K +$63.6K +108 +21%
149 150
151
152 153