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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
3201
RPG Investment Advisory
California
$416K +$53K +119 +16%
ACM
3202
Academy Capital Management
Texas
$414K -$3.12K -7 -0.8%
CAP
3203
Columbia Advisory Partners
Washington
$413K +$387K +869 New
PE
3204
Point72 Europe
United Kingdom
$410K -$11.4M -25,509 -97%
PPWP
3205
Premier Path Wealth Partners
New Jersey
$410K +$373K +837 New
SWM
3206
Silverlake Wealth Management
Vermont
$410K – – –
SF
3207
Slagle Financial
Illinois
$409K +$383K +859 +100%
AWMT
3208
AAFMAA Wealth Management & Trust
North Carolina
$409K +$1.78K +4 +0.5%
RP
3209
Rowlandmiller & Partners
Georgia
$407K – – –
DC
3210
DeDora Capital
California
$407K – – –
JAFL
3211
Jay A. Fishman Ltd
Michigan
$406K – – –
BWG
3212
Balanced Wealth Group
Ohio
$402K +$376K +845 New
RLWM
3213
RF&L Wealth Management
Massachusetts
$400K – – –
BWG
3214
Beta Wealth Group
California
$400K +$10.2K +23 +3%
RWA
3215
Rainsberger Wealth Advisors
Colorado
$399K +$22.3K +50 +6%
GI
3216
GAMMA Investing
California
$398K +$368K +825 New
PWM
3217
Partnership Wealth Management
Maryland
$397K +$367K +823 New
ECA
3218
Elevated Capital Advisors
Utah
$396K – – –
PS
3219
Planned Solutions
California
$396K +$28.1K +63 +8%
SPWM
3220
Straight Path Wealth Management
Michigan
$395K -$257K -578 -41%
CAMV
3221
Concord Asset Management (Virginia)
Virginia
$395K – – –
LFGO
3222
Legacy Financial Group (Oklahoma)
Oklahoma
$394K -$2.23K -5 -0.6%
GCM
3223
Gibraltar Capital Management
Oklahoma
$394K +$891 +2 +0.2%
WAM
3224
Walker Asset Management
Missouri
$393K – – –
TCM
3225
Telos Capital Management
California
$392K -$8.02K -18 -2%
127 128
129
130 131