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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
2926
San Luis Wealth Advisors
California
$1.62M +$10.8K +16 +0.7%
VFS
2927
Valpey Financial Services
New Hampshire
$1.61M +$292K +432 +22%
BWP
2928
Bernardo Wealth Planning
Pennsylvania
$1.61M -$17.6K -26 -1%
LAS
2929
Lloyd Advisory Services
Georgia
$1.61M +$1.59M +2,358 New
HL
2930
HeadInvest LLC
Maine
$1.6M -$1.35K -2 -0.1%
NDBT
2931
North Dallas Bank & Trust
Texas
$1.6M +$1.58M +2,345 New
KFA
2932
Kapstone Financial Advisors
Ohio
$1.6M +$180K +266 +13%
WCP
2933
Wealthcare Capital Partners
Pennsylvania
$1.6M +$12.8K +19 +0.8%
FPB
2934
First PREMIER Bank
South Dakota
$1.59M -$13.5K -20 -0.8%
SWTS
2935
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.59M -$39.9K -59 -2%
HWM
2936
HFG Wealth Management
Texas
$1.59M -$455K -673 -22%
MJFG
2937
Mars Jewett Financial Group
Washington
$1.58M +$1.55M +2,287 New
CWP
2938
Core Wealth Partners
California
$1.58M -$118K -174 -7%
TP
2939
TritonPoint Partners
Maryland
$1.58M +$1.56M +2,310 New
SIA
2940
Serenity Investment Advisors
Illinois
$1.58M +$1.55M +2,290 New
MFT
2941
Moisand Fitzgerald Tamayo
Florida
$1.58M – – –
NEWAS
2942
N.E.W. Advisory Services
Wisconsin
$1.57M +$8.11K +12 +0.5%
OFG
2943
Orcam Financial Group
California
$1.57M -$103K -153 -6%
CCG
2944
Capital CS Group
California
$1.57M +$40.6K +60 +3%
LWM
2945
Lakeridge Wealth Management
Ohio
$1.57M -$72.3K -107 -4%
DCM
2946
Davis Capital Management
Florida
$1.57M – – –
SCP
2947
Silverleafe Capital Partners
Tennessee
$1.57M +$2.03K +3 +0.1%
FWM
2948
FSR Wealth Management
Illinois
$1.57M +$1.55M +2,300 New
IWMA
2949
Ironwood Wealth Management (Arizona)
Arizona
$1.57M – – –
CAM
2950
Capital Asset Management
Colorado
$1.57M +$1.55M +2,295 New
116 117
118
119 120