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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3276
CarsonAllaria Wealth Management
Illinois
$364K +$176K +395 +106%
CFG
3277
Carr Financial Group
Massachusetts
$364K +$2.67K +6 +0.8%
RFN
3278
Redwood Financial Network
Ohio
$364K -$7.13K -16 -2%
SC
3279
Schoolcraft Capital
Colorado
$364K – – –
UWS
3280
Unique Wealth Strategies
Illinois
$363K +$340K +763 New
5SA
3281
5th Street Advisors
Connecticut
$362K – – –
RCA
3282
Riverview Capital Advisers
Massachusetts
$361K +$339K +760 New
HZ
3283
Hixon Zuercher
Ohio
$361K +$338K +759 New
APW
3284
Axim Planning & Wealth
Ohio
$361K +$338K +759 New
SAI
3285
Savvy Advisors Inc
New York
$361K +$338K +759 New
SHF
3286
Stage Harbor Financial
Massachusetts
$360K +$337K +757 New
PGIM
3287
Pacific Global Investment Management
California
$359K +$26.7K +60 +9%
FF
3288
Farrow Financial
Vermont
$358K +$336K +754 New
RA
3289
Rise Advisors
New York
$357K +$10.2K +23 +3%
SEP
3290
Southland Equity Partners
Missouri
$357K -$1.78K -4 -0.5%
CBTWT
3291
Community Bank & Trust (Waco, Texas)
Texas
$357K +$335K +752 New
MCA
3292
Maryland Capital Advisors
Maryland
$356K – – –
GIM
3293
Guild Investment Management
California
$356K +$334K +750 New
BIA
3294
Beacon Investment Advisors
Maryland
$356K +$1.34K +3 +0.4%
SPW
3295
Sonoma Private Wealth
California
$355K -$41.4K -93 -11%
PFA
3296
Petra Financial Advisors
Colorado
$353K – – –
EA
3297
Eclectic Associates
California
$353K +$4.46K +10 +1%
EBA
3298
Eagle Bay Advisors
New York
$353K -$111K -250 -25%
AWM
3299
Avondale Wealth Management
Texas
$353K – – –
SWMG
3300
Signature Wealth Management Group
Georgia
$351K +$329K +739 New
130 131
132
133 134