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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
2851
HeadInvest LLC
Maine
$1.77M +$34.1K +47 +2%
HDIM
2852
Hanson & Doremus Investment Management
Vermont
$1.77M -$890K -1,227 -34%
HIW
2853
Holos Integrated Wealth
Pennsylvania
$1.77M – – –
AAMA
2854
Advanced Asset Management Advisors
Ohio
$1.77M -$198K -273 -10%
SWTS
2855
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.77M +$2.9K +4 +0.2%
SLWA
2856
San Luis Wealth Advisors
California
$1.77M -$2.9K -4 -0.2%
MWA
2857
Medallion Wealth Advisors
Connecticut
$1.76M -$167K -230 -9%
AC
2858
AWM Capital
Arizona
$1.76M -$1.45K -2 -0.1%
LWM
2859
Lionsbridge Wealth Management
Florida
$1.76M -$225K -311 -12%
EW
2860
Expressive Wealth
Illinois
$1.76M -$263K -363 -13%
MKC
2861
M. Kraus & Co
Vermont
$1.76M +$1.07M +1,477 +169%
PCM
2862
Payne Capital Management
New York
$1.76M -$109K -150 -6%
SAS
2863
SMI Advisory Services
Indiana
$1.75M +$725 +1 +0%
OFG
2864
Orcam Financial Group
California
$1.75M +$725 +1 +0%
IAS
2865
Integrity Advisory Solutions
Texas
$1.75M +$922K +1,272 +119%
MTIC
2866
Missouri Trust & Investment Company
Missouri
$1.75M -$191K -264 -10%
BWA
2867
Blodgett Wealth Advisors
California
$1.75M -$115K -159 -6%
FCAS
2868
First Command Advisory Services
Texas
$1.75M -$2.9K -4 -0.2%
RWM
2869
Riverbend Wealth Management
South Carolina
$1.75M +$90.6K +125 +6%
MJFG
2870
Mars Jewett Financial Group
Washington
$1.75M – – –
CWM
2871
Castle Wealth Management
Florida
$1.74M -$63.1K -87 -4%
WKSWA
2872
White Knight Strategic Wealth Advisors
New Jersey
$1.74M +$463K +638 +38%
BAG
2873
Bridgewealth Advisory Group
California
$1.74M -$366K -505 -18%
ISWM
2874
Intesa Sanpaolo Wealth Management
$1.74M +$172K +237 +11%
HWP
2875
Highline Wealth Partners
California
$1.74M +$658K +907 +64%
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115
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