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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWASL
2551
Spartan Wealth Advisory Services LLC
Michigan
$2.19M +$2.29M +3,370 New
BWM
2552
Bernard Wealth Management
Michigan
$2.19M +$548K +806 +32%
BCM
2553
Bannerstone Capital Management
Minnesota
$2.18M +$508K +747 +23%
BAMG
2554
Brand Asset Management Group
Missouri
$2.18M -$36K -53 -2%
TFM
2555
TFC Financial Management
Massachusetts
$2.18M +$348K +512 +18%
BCM
2556
Buckhead Capital Management
Georgia
$2.18M +$257K +378 +13%
JSL
2557
JT Stratford LLC
Georgia
$2.18M +$600K +883 +36%
HA
2558
Hegarty Advisors
New York
$2.18M +$25.8K +38 +1%
RL
2559
Retireful LLC
Michigan
$2.18M -$1.98M -2,908 -46%
WCM
2560
Winebrenner Capital Management
Kentucky
$2.18M -$1.36K -2 -0.1%
CA
2561
CapWealth Advisors
Tennessee
$2.17M -$59.8K -88 -3%
BW
2562
Balance Wealth
Ohio
$2.17M +$227K +334 +11%
DG
2563
Diesslin Group
Texas
$2.16M +$7.48K +11 +0.3%
FGWP
2564
Founders Grove Wealth Partners
Virginia
$2.16M -$57.8K -85 -2%
CCG
2565
Catalina Capital Group
California
$2.16M -$15.6K -23 -0.7%
TAFW
2566
Tred Avon Family Wealth
Maryland
$2.16M +$2.04K +3 +0.1%
T
2567
Tableaux
Massachusetts
$2.16M +$1.36K +2 +0.1%
KWM
2568
KMT Wealth Management
California
$2.16M +$876K +1,288 +64%
AW
2569
Alaethes Wealth
Nevada
$2.15M -$1.51M -2,222 -40%
CBT
2570
CoreFirst Bank & Trust
Kansas
$2.15M -$17K -25 -0.7%
3F
2571
360 Financial
Minnesota
$2.15M +$680 +1 +0%
S
2572
Sunpointe
Missouri
$2.15M -$9.52K -14 -0.4%
PFA
2573
Pathway Financial Advisers
Indiana
$2.14M +$44.9K +66 +2%
FPL
2574
Fortress Private Ledger
North Carolina
$2.14M -$957K -1,407 -30%
CWA
2575
Consilio Wealth Advisors
Washington
$2.14M -$138K -203 -6%
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103
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