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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2951
Rockwood Wealth Management
Pennsylvania
$281K +$271K +591 New
AF
2952
Affiance Financial
Minnesota
$280K -$3.67K -8 -1%
BMC
2953
Beaton Management Company
Massachusetts
$280K +$271K +590 New
CWA
2954
Capital Wealth Alliance
Arizona
$279K -$2.75K -6 -1%
CAM
2955
Costello Asset Management
Pennsylvania
$278K – – –
CC
2956
Cannell & Co
New York
$277K +$268K +583 New
LFG
2957
Leverty Financial Group
Wisconsin
$276K +$268K +583 New
NWMG
2958
National Wealth Management Group
Ohio
$275K +$266K +579 New
B
2959
BetterWealth
California
$275K +$266K +579 New
CCM
2960
Ciovacco Capital Management
Georgia
$275K +$266K +579 New
BFA
2961
Brown Financial Advisory
Alabama
$274K – – –
NPPM
2962
North Point Portfolio Managers
Ohio
$274K – – –
RWA
2963
Rainsberger Wealth Advisors
Colorado
$274K +$265K +577 New
BCM
2964
Brookmont Capital Management
Texas
$273K – – –
NCP
2965
NexWave Capital Partners
New York
$273K +$459 +1 +0.2%
PCA
2966
Private Capital Advisors
Connecticut
$272K – – –
SIM
2967
Strategic Investment Management
Virginia
$270K -$275K -600 -51%
1WA
2968
180 Wealth Advisors
Washington
$270K -$459 -1 -0.2%
KL
2969
KilterHowling LLC
Colorado
$270K +$261K +568 New
BBL
2970
Beck Bode LLC
Massachusetts
$267K +$17K +37 +7%
DWA
2971
Douglass Winthrop Advisors
New York
$266K -$10.1K -22 -4%
BWM
2972
Birchcreek Wealth Management
Ohio
$266K +$258K +561 New
DSN
2973
D. Scott Neal
Kentucky
$265K – – –
TWM
2974
TMD Wealth Management
Arizona
$264K -$1.84K -4 -0.7%
WKWM
2975
Walter & Keenan Wealth Management
Indiana
$263K – – –
117 118
119
120 121