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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2901
Core Wealth Partners
California
$384K +$3.36K +8 +0.9%
FWM
2902
FSA Wealth Management
Massachusetts
$384K – – –
SF
2903
Slagle Financial
Illinois
$383K +$363K +865 New
CAMV
2904
Concord Asset Management (Virginia)
Virginia
$383K – – –
GCP
2905
Gill Capital Partners
Colorado
$383K +$71.3K +170 +24%
TSS
2906
Thomas Story & Son
Indiana
$383K – – –
MKA
2907
M. Kulyk & Associates
Georgia
$383K – – –
SWM
2908
Silverlake Wealth Management
Vermont
$382K – – –
VT
2909
Vise Technologies
New York
$382K -$13.8K -33 -4%
CCM
2910
Crew Capital Management
Ohio
$380K -$3.78K -9 -1%
AWMT
2911
AAFMAA Wealth Management & Trust
North Carolina
$379K -$25.6K -61 -7%
DC
2912
DeDora Capital
California
$379K -$8.39K -20 -2%
WFMPM
2913
Woodley Farra Manion Portfolio Management
Indiana
$379K -$7.97K -19 -2%
JAFL
2914
Jay A. Fishman Ltd
Michigan
$379K – – –
DWM
2915
Dopkins Wealth Management
New York
$378K -$4.62K -11 -1%
LL
2916
LPWM LLC
Minnesota
$378K – – –
SA
2917
Stewardship Advisors
Pennsylvania
$376K +$93.6K +223 +36%
LTI
2918
Laffer Tengler Investments
Tennessee
$375K -$132K -315 -27%
FLA
2919
Financial Life Advisors
Texas
$375K -$47.4K -113 -12%
RLWM
2920
RF&L Wealth Management
Massachusetts
$373K – – –
AFWM
2921
AMJ Financial Wealth Management
Virginia
$373K +$7.97K +19 +2%
LFGO
2922
Legacy Financial Group (Oklahoma)
Oklahoma
$372K -$3.78K -9 -1%
MWM
2923
McNaughton Wealth Management
California
$371K -$3.36K -8 -0.9%
SWA
2924
ShankerValleau Wealth Advisors
Illinois
$371K +$122K +290 +53%
ECA
2925
Elevated Capital Advisors
Utah
$368K +$119K +283 +52%
115 116
117
118 119