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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
3151
Valicenti Advisory Services
New York
$1.25M +$53.4K +79 +4%
EMCIP
3152
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.25M – – –
DA
3153
Dover Advisors
Virginia
$1.25M +$60.8K +90 +5%
BTIM
3154
BancFirst Trust & Investment Management
Oklahoma
$1.25M -$27K -40 -2%
WKSWA
3155
White Knight Strategic Wealth Advisors
New Jersey
$1.25M -$109K -161 -8%
SWGC
3156
Summit Wealth Group (Colorado)
Colorado
$1.24M -$170K -252 -12%
DWM
3157
DecisionMap Wealth Management
Virginia
$1.24M – – –
BC
3158
BDFS Capital
Delaware
$1.24M +$1.23M +1,814 New
OWA
3159
Oak Wealth Advisors
Illinois
$1.24M +$29.1K +43 +2%
SIA
3160
Sage Investment Advisers
New York
$1.24M +$1.23M +1,817 New
MSWM
3161
Mowery & Schoenfeld Wealth Management
Illinois
$1.24M +$681K +1,007 +125%
IP
3162
Isthmus Partners
Wisconsin
$1.24M – – –
M
3163
MYeCFO
California
$1.24M +$1.35K +2 +0.1%
LWP
3164
Laurel Wealth Planning
Minnesota
$1.24M +$8.79K +13 +0.7%
BRWM
3165
Blue Rock Wealth Management
North Carolina
$1.23M +$27K +40 +2%
FG
3166
Fiduciary Group
Georgia
$1.23M -$24.3K -36 -2%
WWM
3167
Whalen Wealth Management
Nevada
$1.23M -$21.6K -32 -2%
AWA
3168
AmeriServ Wealth Advisors
Pennsylvania
$1.23M +$198K +293 +19%
AR
3169
Advisory Research
Illinois
$1.23M +$625K +925 +106%
AA
3170
AJ Advisors
Tennessee
$1.22M +$24.3K +36 +2%
WCM
3171
WLTH Capital Management
Arizona
$1.22M +$1.21M +1,791 New
MAS
3172
Meeder Advisory Services
Ohio
$1.22M +$59.5K +88 +5%
ZCP
3173
Z3 Capital Partners
Virginia
$1.22M +$1.21M +1,789 New
MWM
3174
Marion Wealth Management
Pennsylvania
$1.22M -$132K -196 -10%
TWM
3175
Tanglewood Wealth Management
Texas
$1.22M -$399K -590 -25%
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128 129