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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3076
Physician Wealth Advisors
Utah
$633K +$215K +388 +55%
CPW
3077
Cove Private Wealth
New York
$631K – – –
RAM
3078
Riggs Asset Management
Pennsylvania
$629K -$514K -929 -46%
WIC
3079
Wilkins Investment Counsel
Massachusetts
$629K – – –
TPW
3080
Transatlantique Private Wealth
New York
$628K +$101K +182 +20%
CWR
3081
Chico Wealth RIA
California
$628K – – –
PA
3082
Probity Advisors
Texas
$623K -$7.19K -13 -1%
SWM
3083
Silverlake Wealth Management
Vermont
$622K +$105K +190 +21%
AWM
3084
AAF Wealth Management
Massachusetts
$621K -$32.1K -58 -5%
DWM
3085
Darwin Wealth Management
Florida
$621K +$553 +1 +0.1%
HWMO
3086
Heritage Wealth Management (Ohio)
Ohio
$620K -$193K -349 -24%
SL
3087
SWMG LLC
Texas
$617K -$553 -1 -0.1%
TW
3088
Traveka Wealth
California
$615K +$10.5K +19 +2%
GJIA
3089
Glass Jacobson Investment Advisors
Maryland
$614K -$2.77K -5 -0.5%
PMAM
3090
Picton Mahoney Asset Management
Ontario, Canada
$614K -$409K -740 -41%
LI
3091
LVZ Inc
Michigan
$614K -$8.29K -15 -1%
SF
3092
Schaeffer Financial
Maryland
$612K -$91.2K -165 -13%
AFIA
3093
America First Investment Advisors
Nebraska
$610K -$23.8K -43 -4%
CFGF
3094
Compass Financial Group (Florida)
Florida
$609K -$2.21K -4 -0.4%
NRW
3095
Nova R Wealth
Kansas
$609K +$1.66K +3 +0.3%
VC
3096
Vicus Capital
Pennsylvania
$608K -$824K -1,491 -20%
CM
3097
Columbus Macro
Pennsylvania
$608K – – –
ELM
3098
Elite Life Management
Florida
$607K – – –
KCM
3099
KRS Capital Management
Michigan
$606K – – –
AFS
3100
Access Financial Services
Minnesota
$606K +$23.2K +42 +4%
122 123
124
125 126