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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
2526
Ridgecrest Wealth Partners
California
$2.62M -$193K -266 -7%
PIA
2527
Powell Investment Advisors
Florida
$2.62M -$3.22M -4,440 -56%
BWP
2528
Baldwin Wealth Partners
Massachusetts
$2.62M – – –
RWM
2529
Revisor Wealth Management
Ohio
$2.62M +$13.1K +18 +0.5%
BZWA
2530
Blue Zone Wealth Advisors
California
$2.61M +$74K +102 +3%
PWAM
2531
Private Wealth Asset Management
Iowa
$2.6M -$26.1K -36 -1%
MSR
2532
Main Street Research
Connecticut
$2.6M +$161K +222 +7%
MCM
2533
Mainstream Capital Management
California
$2.59M – – –
FMTC
2534
Farmers & Merchants Trust Company
California
$2.59M -$14.5K -20 -0.6%
HP
2535
Haven Private
Florida
$2.59M -$13.8K -19 -0.5%
WCM
2536
Winebrenner Capital Management
Kentucky
$2.59M +$84.8K +117 +3%
SAM
2537
Synergy Asset Management
Washington
$2.59M -$334K -460 -12%
GD
2538
Grandfield & Dodd
New York
$2.58M -$147K -203 -6%
MW
2539
Maia Wealth
Colorado
$2.58M -$15.2K -21 -0.6%
BPW
2540
BLVD Private Wealth
Kentucky
$2.58M -$102K -141 -4%
AFGAS
2541
Allegiance Financial Group Advisory Services
Virginia
$2.58M -$34.1K -47 -1%
TW
2542
TritonPoint Wealth
Maryland
$2.57M -$2.17K -3 -0.1%
EFH
2543
Eaton Financial Holdings
Florida
$2.57M -$1.27M -1,748 -34%
HC
2544
Hoese & Co
Minnesota
$2.57M -$18.1K -25 -0.7%
PPC
2545
Park Place Capital
Alabama
$2.57M – – –
FFS
2546
Founders Financial Securities
Maryland
$2.56M -$10.2K -14 -0.4%
RWI
2547
Red Wave Investments
Pennsylvania
$2.56M +$15.2K +21 +0.6%
AWMI
2548
Aegis Wealth Management (Iowa)
Iowa
$2.55M +$1.07M +1,469 +75%
WWMSC
2549
Wagner Wealth Management (South Carolina)
South Carolina
$2.55M -$97.9K -135 -4%
IAAG
2550
Innovative Asset Advisors Group
Connecticut
$2.55M +$2.48M +3,414 New
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102
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