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State Street SPDR S&P 500 ETF Trust
SPY

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HighRoad Wealth Advisors
3551
HighRoad Wealth Advisors
Oregon
USD 839 k +USD 9.42 k +13 +1%
Stillwater Wealth Management Group
3552
Stillwater Wealth Management Group
Florida
USD 838 k – – –
Mueller Wealth
3553
Mueller Wealth
Wisconsin
USD 838 k -USD 725 -1 -0.1%
Stanley-Laman Group
3554
Stanley-Laman Group
Pennsylvania
USD 836 k +USD 23.9 k +33 +3%
Quest Investment Management
3555
Quest Investment Management
Oregon
USD 836 k +USD 13.8 k +19 +2%
Emergent Wealth Advisors
3556
Emergent Wealth Advisors
New York
USD 835 k -USD 5.08 k -7 -0.6%
Exeter Financial
3557
Exeter Financial
Arizona
USD 835 k – – –
GreatBanc Trust
3558
GreatBanc Trust
Illinois
USD 833 k – – –
Sageworth Trust Company of South Dakota
3559
Sageworth Trust Company of South Dakota
South Dakota
USD 829 k – – –
Paradiem
3560
Paradiem
Louisiana
USD 828 k – – –
Oak Harvest Investment Services
3561
Oak Harvest Investment Services
Texas
USD 828 k -USD 736 k -1,015 -48%
TriaGen Wealth Management
3562
TriaGen Wealth Management
California
USD 826 k -USD 71.1 k -98 -8%
Palisade Capital Management
3563
Palisade Capital Management
New Jersey
USD 825 k -USD 30.4 k -42 -4%
R.W. Roge & Company
3564
R.W. Roge & Company
New York
USD 825 k – – –
Kennedy Investment Group
3565
Kennedy Investment Group
New Jersey
USD 825 k -USD 12.3 k -17 -2%
Unique Wealth Strategies
3566
Unique Wealth Strategies
Illinois
USD 823 k +USD 1.45 k +2 +0.2%
Fairlight Advisors
3567
Fairlight Advisors
California
USD 823 k +USD 799 k +1,102 Nuevas
Variant Private Wealth
3568
Variant Private Wealth
Virginia
USD 823 k -USD 21 k -29 -3%
Alternative Investment Advisors
3569
Alternative Investment Advisors
Florida
USD 822 k -USD 3.62 k -5 -0.5%
Prevail Innovative Wealth Advisors
3570
Prevail Innovative Wealth Advisors
Kansas
USD 821 k -USD 281 k -388 -26%
Broyhill Asset Management
3571
Broyhill Asset Management
North Carolina
USD 821 k – – –
CCM
3572
Capstone Capital Management
USD 821 k +USD 798 k +1,100 Nuevas
Lakewood Asset Management
3573
Lakewood Asset Management
Illinois
USD 821 k – – –
Marotta Asset Management
3574
Marotta Asset Management
Virginia
USD 820 k -USD 2.9 k -4 -0.4%
Capstone Wealth Management Group (Oregon)
3575
Capstone Wealth Management Group (Oregon)
Oregon
USD 820 k -USD 167 k -230 -17%
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143
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