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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
3176
Whalen Wealth Management
Nevada
$1.25M -$5.08K -7 -0.4%
SWA
3177
Strategies Wealth Advisors
Michigan
$1.25M -$43.5K -60 -3%
PAG
3178
Powers Advisory Group
Illinois
$1.25M – – –
AFAS
3179
Acorn Financial Advisory Services
Virginia
$1.25M -$280K -386 -19%
CFS
3180
Compass Financial Services
Iowa
$1.25M -$23.2K -32 -2%
DA
3181
Dover Advisors
Virginia
$1.25M -$13.8K -19 -1%
MAG
3182
MRA Advisory Group
New Jersey
$1.25M -$413K -570 -25%
FFG
3183
Forum Finance Group
$1.24M +$225K +310 +18%
MRP
3184
Measured Risk Portfolios
California
$1.23M -$6.53K -9 -0.5%
CFG
3185
Carr Financial Group
Massachusetts
$1.23M +$326K +450 +38%
VWA
3186
VSM Wealth Advisory
Maryland
$1.23M +$725 +1 +0.1%
MAS
3187
Meeder Advisory Services
Ohio
$1.23M +$194K +267 +19%
MAC
3188
Mason & Associates (California)
California
$1.22M -$24.6K -34 -2%
PWM
3189
Peak Wealth Management
New Hampshire
$1.22M +$79.8K +110 +7%
XWM
3190
Xcel Wealth Management
Florida
$1.22M -$7.97K -11 -0.7%
FA
3191
Financial Alternatives
California
$1.22M -$212K -292 -15%
BWM
3192
Bullock Wealth Management
Indiana
$1.22M -$78.3K -108 -6%
AIM
3193
Archer Investment Management
Texas
$1.22M +$1.18M +1,628 New
EPW
3194
Elevated Private Wealth
Wisconsin
$1.21M +$1.18M +1,624 New
GIA
3195
GHP Investment Advisors
Colorado
$1.21M +$58.7K +81 +5%
NL
3196
Navalign LLC
California
$1.21M +$5.08K +7 +0.4%
BWP
3197
Barlow Wealth Partners
Kentucky
$1.21M – – –
PCM
3198
Passive Capital Management
Maryland
$1.21M – – –
RFG
3199
RFP Financial Group
Georgia
$1.21M +$506K +698 +76%
HCA
3200
Heck Capital Advisors
Wisconsin
$1.21M +$725 +1 +0.1%
126 127
128
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