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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2751
Fulcrum Capital
Washington
$420K -$42.7K -96 -9%
CWM
2752
Curi Wealth Management
North Carolina
$420K +$378K +849 +1,035%
LWMNY
2753
Landmark Wealth Management (New York)
New York
$420K +$414K +930 New
UCB
2754
United Community Bank
South Carolina
$420K -$44.5K -100 -10%
FA
2755
FDx Advisors
Illinois
$418K -$260K -583 -39%
FLA
2756
Financial Life Advisors
Texas
$418K – – –
RCA
2757
Roberts Capital Advisors
Colorado
$418K +$36.5K +82 +10%
RWM
2758
Rezny Wealth Management
Florida
$417K – – –
WC
2759
Whitney & Co
New York
$416K -$35.6K -80 -8%
RWG
2760
Regal Wealth Group
California
$416K +$1.34K +3 +0.3%
DL
2761
DOHJ LLC
Washington
$416K +$36.5K +82 +10%
RW
2762
RVW Wealth
California
$415K -$401K -901 -50%
SA
2763
Stewardship Advisors
Pennsylvania
$415K +$1.34K +3 +0.3%
AHC
2764
Adell Harriman & Carpenter
Texas
$414K -$22.3K -50 -5%
JWM
2765
JGP Wealth Management
Oregon
$410K +$85.9K +193 +27%
DA
2766
Dash Acquisitions
California
$409K -$258K -580 -39%
SCM
2767
Stonehearth Capital Management
Massachusetts
$409K – – –
CCM
2768
Cutler Capital Management
Massachusetts
$408K -$2.23K -5 -0.6%
OWA
2769
One Wealth Advisors
California
$406K -$61.4K -138 -13%
AL
2770
ADE LLC
Maryland
$406K – – –
MC
2771
Martin & Co
Tennessee
$406K – – –
CWM
2772
Cedar Wealth Management
California
$404K -$11.1K -25 -3%
SWG
2773
Summit Wealth Group
Vermont
$404K +$398K +895 New
DCM
2774
Decatur Capital Management
Georgia
$402K – – –
GCS
2775
Gordian Capital (Singapore)
Singapore
$400K – – –
109 110
111
112 113