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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
3176
Stonehearth Capital Management
Massachusetts
$473K – – –
FPCG
3177
Forum Private Client Group
Indiana
$473K -$2.99K -6 -0.7%
PWM
3178
Partnership Wealth Management
Maryland
$472K +$39.3K +79 +10%
MSWM
3179
McGlone Suttner Wealth Management
Wisconsin
$471K +$5.48K +11 +1%
BFA
3180
Bluestem Financial Advisors
Illinois
$468K – – –
ZIG
3181
Zullo Investment Group
Pennsylvania
$466K -$1.49K -3 -0.3%
S4W
3182
Solutions 4 Wealth
Texas
$466K -$54.8K -110 -11%
MA
3183
Mezzasalma Advisors
New Jersey
$465K +$45.3K +91 +11%
DWM
3184
Dopkins Wealth Management
New York
$465K +$48.3K +97 +12%
TFP
3185
Triune Financial Partners
Kansas
$464K +$34.9K +70 +9%
JCFM
3186
JBR Co Financial Management
Oklahoma
$464K +$169K +339 +62%
SRC
3187
Shufro Rose & Co
New York
$463K +$996 +2 +0.2%
BBW
3188
Blue Barn Wealth
Utah
$461K +$996 +2 +0.2%
AG
3189
Advocate Group
Minnesota
$460K – – –
EPWM
3190
Essex Private Wealth Management
Massachusetts
$459K – – –
KL
3191
KWMG LLC
Kansas
$456K -$48.3K -97 -10%
KWA
3192
Kellett Wealth Advisors
Ohio
$454K +$42.3K +85 +11%
CWA
3193
Capital Wealth Alliance
Arizona
$454K +$432K +868 New
WIP
3194
WealthCare Investment Partners
Rhode Island
$454K -$5.97K -12 -1%
AWMT
3195
AAFMAA Wealth Management & Trust
North Carolina
$450K – – –
HWM
3196
Hemington Wealth Management
Virginia
$448K -$1.04M -2,089 -71%
DC
3197
DeDora Capital
California
$448K – – –
CFG
3198
Cambridge Financial Group
Ohio
$447K -$2.14M -4,295 -83%
JAFL
3199
Jay A. Fishman Ltd
Michigan
$447K – – –
WMA
3200
Wealth Management Associates
New Jersey
$445K -$62.2K -125 -13%
126 127
128
129 130