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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NRWA
4176
North Ridge Wealth Advisors
Oregon
$82.6K +$83.1K +141 New
CWM
4177
Cedar Wealth Management
California
$82.6K -$342K -580 -80%
CAM
4178
Creekmur Asset Management
Illinois
$79.1K – – –
MG
4179
MilWealth Group
Wisconsin
$77.4K +$2.95K +5 +4%
CT
4180
Clearstead Trust
Maine
$77.4K -$2.95K -5 -4%
SWM
4181
Sanctuary Wealth Management
Idaho
$76.2K -$22.4K -38 -23%
SCA
4182
Stuart Chaussee & Associates
California
$76.2K – – –
LIS
4183
Legacy Investment Solutions
Idaho
$72.7K +$5.89K +10 +9%
LWMI
4184
Legacy Wealth Management (Idaho)
Idaho
$72.7K +$5.89K +10 +9%
CJH
4185
Christopher J. Hasenberg
Wisconsin
$72.7K – – –
SIM
4186
Studio Investment Management
Illinois
$71.2K – – –
FW
4187
Fairway Wealth
Ohio
$70.3K – – –
BTC
4188
Bank & Trust Company
Illinois
$69.2K – – –
PS
4189
Pinney & Scofield
Massachusetts
$68.6K +$68.9K +117 New
MDA
4190
Minot DeBlois Advisors
Massachusetts
$68K +$68.3K +116 New
AIA
4191
Arcadia Investment Advisors
Idaho
$65K – – –
NBT
4192
Northwest Bank & Trust
Iowa
$60.3K – – –
TWD
4193
True Wealth Design
Ohio
$59.2K -$37.1K -63 -38%
SC
4194
Skylands Capital
Wisconsin
$58.6K – – –
NECFA
4195
New England Capital Financial Advisors
Connecticut
$53.6K – – –
FFA
4196
Fairfield Financial Advisors
Massachusetts
$49.8K – – –
CWM
4197
Copia Wealth Management
Oregon
$49.8K +$50.1K +85 New
MLA
4198
MB, Levis & Associates
Pennsylvania
$48.6K +$17.7K +30 +57%
EIM
4199
Essex Investment Management
Massachusetts
$47.5K – – –
RTC
4200
Riverview Trust Company
Washington
$46.9K – – –
166 167
168
169 170