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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
2501
Stewardship Financial Advisors
Georgia
$298K – – –
TP
2502
Truvvo Partners
New York
$298K – – –
ECA
2503
Elevated Capital Advisors
Utah
$298K +$278K +722 New
BIA
2504
BHK Investment Advisors
Alabama
$296K – – –
MS
2505
Madden Securities
Texas
$295K -$42K -109 -13%
PGAM
2506
Princeton Global Asset Management
New Jersey
$295K -$31.2K -81 -10%
EWM
2507
Echo Wealth Management
Minnesota
$293K -$25.1K -65 -8%
RBFC
2508
Roman Butler Fullerton & Co
Missouri
$293K +$3.47K +9 +1%
FIM
2509
FWL Investment Management
Texas
$289K -$35.1K -91 -11%
GWMIA
2510
Global Wealth Management Investment Advisory
Florida
$289K +$157K +408 +128%
BCM
2511
Boltwood Capital Management
California
$288K -$64.4K -167 -19%
WA
2512
WESPAC Advisors
California
$287K -$309K -800 -52%
ACM
2513
Azimuth Capital Management
Michigan
$287K -$135K -350 -33%
RFM
2514
Royal Fund Management
Florida
$285K -$7.75M -20,101 -97%
SMH
2515
Sanders Morris Harris
Texas
$285K -$159K -412 -36%
SFG
2516
SageGuard Financial Group
Tennessee
$285K -$386 -1 -0.1%
MIM
2517
Moseley Investment Management
Florida
$282K – – –
MAG
2518
Mayfair Advisory Group
Alabama
$281K +$4.24K +11 +2%
APC
2519
Aspire Private Capital
North Carolina
$281K +$154K +400 +129%
IWP
2520
Insight Wealth Partners
Texas
$277K +$20.8K +54 +8%
LB
2521
Legacy Bridge
Iowa
$276K – – –
MSR
2522
Main Street Research
Connecticut
$275K -$75.6K -196 -22%
RWRC
2523
R.W. Roge & Company
New York
$275K -$8.87K -23 -3%
S
2524
SimplyRich
California
$275K +$53.6K +139 +25%
SNBOSD
2525
Security National Bank of So Dak
Iowa
$275K +$268K +695 New
99 100
101
102 103