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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
3276
Princeton Global Asset Management
New Jersey
$389K -$91.6K -184 -20%
ANHIM
3277
Alan N. Hoffman Investment Management
Massachusetts
$389K +$10.5K +21 +3%
AWM
3278
Avondale Wealth Management
Texas
$388K – – –
SFO
3279
Stokes Family Office
Louisiana
$386K – – –
PCM
3280
Pointe Capital Management
Michigan
$385K +$498 +1 +0.1%
AC
3281
Applied Capital
Arkansas
$384K +$366K +735 New
PCMM
3282
Piedmont Capital Management (Montana)
Montana
$383K – – –
FWM
3283
Focused Wealth Management
New York
$383K +$151K +303 +71%
NFA
3284
Northwest Financial Advisors
Virginia
$383K +$72.7K +146 +25%
NEPPG
3285
New England Professional Planning Group
Rhode Island
$382K -$90.1K -181 -20%
FLA
3286
Financial Life Advisors
Texas
$382K -$20.9K -42 -5%
LCGC
3287
Legacy Capital Group California
California
$381K -$3.16M -6,346 -90%
PFA
3288
Professional Financial Advisors
Nebraska
$380K +$362K +727 New
PWA
3289
Prairie Wealth Advisors
Nebraska
$379K +$360K +724 New
HIGP
3290
Hill Investment Group Partners
Missouri
$379K – – –
SCM
3291
Seascape Capital Management
New Hampshire
$379K – – –
FWM
3292
FMFE Wealth Management
New York
$378K +$3.48K +7 +1%
ACA
3293
Anchor Capital Advisors
Massachusetts
$378K -$22.4K -45 -6%
GAM
3294
Garrison Asset Management
Arkansas
$377K – – –
CWA
3295
Centennial Wealth Advisory
Michigan
$377K +$149K +300 +71%
USWIA
3296
UP Strategic Wealth Investment Advisors
Pennsylvania
$377K +$359K +721 New
DK
3297
David Kennon
Florida
$377K +$359K +721 New
PSF
3298
Pacific Sun Financial
California
$375K +$29.9K +60 +9%
EAMA
3299
EFG Asset Management (Americas)
Florida
$375K -$1.15M -2,309 -76%
EBA
3300
Eagle Bay Advisors
New York
$375K -$13.9K -28 -4%
130 131
132
133 134