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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
3176
Xcel Wealth Management
Florida
$1.22M -$7.97K -11 -0.7%
FA
3177
Financial Alternatives
California
$1.22M -$212K -292 -15%
BWM
3178
Bullock Wealth Management
Indiana
$1.22M +$1.18M +1,632 New
AIM
3179
Archer Investment Management
Texas
$1.22M +$1.18M +1,628 New
EPW
3180
Elevated Private Wealth
Wisconsin
$1.21M +$1.18M +1,624 New
GIA
3181
GHP Investment Advisors
Colorado
$1.21M +$58.7K +81 +5%
NL
3182
Navalign LLC
California
$1.21M +$5.08K +7 +0.4%
BWP
3183
Barlow Wealth Partners
Kentucky
$1.21M – – –
PCM
3184
Passive Capital Management
Maryland
$1.21M – – –
RFG
3185
RFP Financial Group
Georgia
$1.21M +$506K +698 +76%
HCA
3186
Heck Capital Advisors
Wisconsin
$1.21M +$725 +1 +0.1%
FFC
3187
Frederick Financial Consultants
Maryland
$1.21M +$7.97K +11 +0.7%
SPW
3188
Sonoma Private Wealth
California
$1.21M +$435K +600 +59%
MCM
3189
McDonough Capital Management
Florida
$1.2M – – –
GSWM
3190
Greenup Street Wealth Management
Michigan
$1.2M -$4.54M -6,263 -80%
PM
3191
Penbrook Management
New York
$1.2M – – –
TCM
3192
Tran Capital Management
California
$1.2M +$13.1K +18 +1%
SFM
3193
Stack Financial Management
Montana
$1.19M -$15.9K -22 -1%
TIA
3194
TCFG Investment Advisors
California
$1.19M -$4.35K -6 -0.4%
SI
3195
Stirlingshire Investments
New York
$1.19M -$12.3K -17 -1%
TR
3196
Tepp RIA
New Jersey
$1.19M -$2.5M -3,452 -69%
PCA
3197
Providence Capital Advisors
North Carolina
$1.18M -$43.5K -60 -4%
QPW
3198
Quantum Private Wealth
Florida
$1.18M -$64.5K -89 -5%
BCI
3199
Blue Capital Inc
Nebraska
$1.18M -$534K -737 -32%
LC
3200
Lawood & Co
Pennsylvania
$1.18M – – –
126 127
128
129 130