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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3026
Rise Advisors
New York
$1.48M +$45K +62 +3%
MEG
3027
Millstone Evans Group
Colorado
$1.47M +$76.9K +106 +6%
EWM
3028
EPG Wealth Management
Georgia
$1.47M -$8.7K -12 -0.6%
GHAM
3029
Gilman Hill Asset Management
Connecticut
$1.47M +$165K +228 +13%
FG
3030
Foster Group
Iowa
$1.47M +$218K +301 +18%
DCU
3031
Dara Capital US
Florida
$1.47M – – –
IAS
3032
Investment Advisory Services
Texas
$1.47M -$21.8K -30 -1%
CFG
3033
Carter Financial Group
Illinois
$1.47M -$725 -1 -0.1%
LWM
3034
Lakeridge Wealth Management
Ohio
$1.47M -$8.7K -12 -0.6%
PWM
3035
Praetorian Wealth Management
California
$1.47M -$109K -151 -7%
PC
3036
ParaFi Capital
New York
$1.46M +$1.42M +1,961 New
LPT
3037
Legacy Private Trust
Wisconsin
$1.46M -$5.08K -7 -0.4%
BMA
3038
Brooks Moore & Associates
Tennessee
$1.46M – – –
NG
3039
Navigation Group
California
$1.46M – – –
SA
3040
SL Advisors
New Jersey
$1.45M -$145K -200 -9%
MWM
3041
Mascagni Wealth Management
Mississippi
$1.45M -$403K -556 -22%
QFA
3042
Quantum Financial Advisors
California
$1.45M -$252K -347 -15%
HBW
3043
Hazlett, Burt & Watson
West Virginia
$1.45M +$18.1K +25 +1%
RWM
3044
Rockline Wealth Management
New York
$1.45M -$76.1K -105 -5%
APA
3045
Astoria Portfolio Advisors
New York
$1.45M -$1.34M -1,845 -49%
BMC
3046
Bear Mountain Capital
Washington
$1.45M – – –
EAP
3047
Elevation Advisory Partners
Florida
$1.44M -$141K -195 -9%
LGW
3048
Leslie Global Wealth
Illinois
$1.44M +$2.17K +3 +0.2%
LC
3049
Landaas & Company
Wisconsin
$1.44M – – –
NA
3050
Nottingham Advisors
New York
$1.44M -$38.4K -53 -3%
120 121
122
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