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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ARA
3251
Alexander Randolph Advisory
Virginia
$802K +$190K +297 +33%
BIG
3252
Boothe Investment Group
Delaware
$801K – – –
CGIM
3253
Cannon Global Investment Management
Florida
$799K +$769K +1,200 New
IFS
3254
Intelligent Financial Strategies
Minnesota
$797K – – –
LI
3255
LVZ Inc
Michigan
$797K -$17.9K -28 -2%
SLA
3256
Silver Lake Advisory
Utah
$797K +$1.92K +3 +0.3%
RL
3257
Rogco LP
Oklahoma
$796K -$233K -363 -23%
GLR
3258
Great Lakes Retirement
Ohio
$795K +$364K +568 +91%
GSEP
3259
Golden State Equity Partners
California
$795K +$12.8K +20 +2%
HFP
3260
Holistic Financial Partners
Indiana
$794K -$10.3K -16 -1%
AMM
3261
American Money Management
California
$794K +$67.3K +105 +10%
BOSSRA
3262
B.O.S.S. Retirement Advisors
Utah
$794K -$346K -539 -31%
BWM
3263
BCGM Wealth Management
Indiana
$793K +$19.2K +30 +3%
NWM
3264
Northcape Wealth Management
New York
$793K – – –
AW
3265
Alteri Wealth
California
$792K +$98.1K +153 +15%
MG
3266
Marex Group
$791K -$958K -1,494 -56%
VFP
3267
Vested Financial Planning
California
$789K +$131K +205 +21%
QWM
3268
Quaker Wealth Management
New Jersey
$788K -$108K -169 -13%
BFIC
3269
Bedell Frazier Investment Counselling
California
$787K -$225K -351 -23%
TW
3270
Traveka Wealth
California
$787K +$96.2K +150 +15%
JBA
3271
Johnson Bixby & Associates
Washington
$787K – – –
HWM
3272
HighMark Wealth Management
Minnesota
$785K -$7.05K -11 -0.9%
GB
3273
Goepper Burkhardt
South Carolina
$784K – – –
WFS
3274
Weitzel Financial Services
Iowa
$784K – – –
RWM
3275
Rezny Wealth Management
Florida
$783K – – –
129 130
131
132 133