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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
3251
Emergent Wealth Advisors
New York
$433K +$1.05K +2 +0.3%
WLPWM
3252
Walled Lake Planning & Wealth Management
Illinois
$433K +$416K +795 New
MWM
3253
Mittelman Wealth Management
Massachusetts
$432K -$106K -203 -20%
AWM
3254
Aviso Wealth Management
Washington
$432K +$415K +793 New
PPWP
3255
Premier Path Wealth Partners
New Jersey
$432K -$20.4K -39 -5%
WFMPM
3256
Woodley Farra Manion Portfolio Management
Indiana
$431K +$523 +1 +0.1%
HAC
3257
Harbor Advisory Corp
New Hampshire
$430K – – –
BWM
3258
Boyd Wealth Management
California
$429K -$741K -1,415 -64%
BWA
3259
Boulder Wealth Advisors
Colorado
$428K – – –
IC
3260
Iconiq Capital
California
$428K +$1.57K +3 +0.4%
MWM
3261
McNaughton Wealth Management
California
$427K +$8.9K +17 +2%
MNBTD
3262
Moody National Bank Trust Division
Texas
$426K +$207K +396 +102%
FPCG
3263
Forum Private Client Group
Indiana
$426K -$63.3K -121 -13%
CRI
3264
Colonial River Investments
Virginia
$426K +$64.4K +123 +19%
EU
3265
Emory University
Georgia
$425K – – –
RVM
3266
Robinson Value Management
Texas
$423K -$7.85K -15 -2%
MSWM
3267
McGlone Suttner Wealth Management
Wisconsin
$423K -$5.76K -11 -1%
SPW
3268
Sonoma Private Wealth
California
$421K – – –
C
3269
CEDRUS
Colorado
$421K +$15.7K +30 +4%
PHWM
3270
Pine Harbor Wealth Management
Maryland
$420K +$58.6K +112 +17%
AIA
3271
AIMZ Investment Advisors
California
$420K – – –
TWM
3272
Tanager Wealth Management
United Kingdom
$420K -$37.7K -72 -9%
VAG
3273
Vannoy Advisory Group
Texas
$420K – – –
RWRC
3274
R.W. Roge & Company
New York
$419K – – –
CAM
3275
Clark Asset Management
New Hampshire
$419K +$136K +260 +51%
129 130
131
132 133