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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
6F
3101
626 Financial
Michigan
$953K +$589 +1 +0.1%
LFGO
3102
Legacy Financial Group (Oklahoma)
Oklahoma
$951K -$71.9K -122 -7%
AWMNY
3103
Arcadia Wealth Management (New York)
New York
$951K +$956K +1,622 New
QWP
3104
Quotient Wealth Partners
Texas
$948K -$15.3K -26 -2%
SFM
3105
Stack Financial Management
Montana
$947K +$38.3K +65 +4%
VWA
3106
VSM Wealth Advisory
Maryland
$945K +$950K +1,612 New
D
3107
Dentgroup
Louisiana
$945K +$181K +307 +24%
FG
3108
Fairman Group
Pennsylvania
$943K -$16.5K -28 -2%
IAP
3109
Indie Asset Partners
Indiana
$943K -$25.9K -44 -3%
BAS
3110
Brueske Advisory Services
Washington
$943K +$948K +1,609 New
LIA
3111
LS Investment Advisors
Michigan
$942K +$16.5K +28 +2%
PWMA
3112
Pension & Wealth Management Advisors
Massachusetts
$942K +$589 +1 +0.1%
WMN
3113
Wealth Management Nebraska
Nebraska
$942K +$947K +1,607 New
BOJHT
3114
Bank of Jackson Hole Trust
Wyoming
$941K +$946K +1,606 New
NWMP
3115
Noble Wealth Management PBC
Colorado
$941K +$946K +1,605 New
CFS
3116
Compass Financial Services
Iowa
$939K +$944K +1,603 New
MAG
3117
MRA Advisory Group
New Jersey
$937K +$9.43K +16 +1%
ACM
3118
Alamar Capital Management
California
$933K – – –
CPG
3119
Cornerstone Planning Group
New Jersey
$931K -$24.7K -42 -3%
JHP
3120
James Hambro & Partners
United Kingdom
$931K +$936K +1,588 New
SIG
3121
Sargent Investment Group
Maryland
$929K +$581K +986 +161%
PAG
3122
Poinciana Advisors Group
Florida
$928K +$933K +1,583 New
CWP
3123
Concord Wealth Partners
Virginia
$926K +$442K +751 +90%
MCA
3124
Martin Capital Advisors
Texas
$924K -$76.6K -130 -8%
CNBOF
3125
City National Bank of Florida
Florida
$924K +$929K +1,577 New
123 124
125
126 127