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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWRC
3276
R.W. Roge & Company
New York
$419K – – –
CAM
3277
Clark Asset Management
New Hampshire
$419K +$136K +260 +51%
AWP
3278
Avid Wealth Partners
Texas
$417K -$89.5K -171 -18%
SHF
3279
Stage Harbor Financial
Massachusetts
$416K +$3.66K +7 +0.9%
PGAM
3280
Princeton Global Asset Management
New Jersey
$416K +$11K +21 +3%
SC
3281
Schoolcraft Capital
Colorado
$415K – – –
CWA
3282
CJM Wealth Advisers
Virginia
$415K +$52.9K +101 +15%
5SA
3283
5th Street Advisors
Connecticut
$415K – – –
LWMNY
3284
Landmark Wealth Management (New York)
New York
$414K -$523 -1 -0.1%
EW
3285
Enzi Wealth
Texas
$413K +$31.4K +60 +9%
LL
3286
LWMG LLC
Minnesota
$412K -$19.4K -37 -5%
BIA
3287
Beacon Investment Advisors
Maryland
$411K +$1.05K +2 +0.3%
TCM
3288
Telos Capital Management
California
$410K – – –
PA
3289
PSI Advisors
Florida
$410K +$53.4K +102 +16%
MCA
3290
Maryland Capital Advisors
Maryland
$408K – – –
CGFA
3291
Colton Groome Financial Advisors
North Carolina
$407K -$5.23K -10 -1%
PWS
3292
Peloton Wealth Strategists
Indiana
$406K +$523 +1 +0.1%
SIA
3293
Schear Investment Advisers
Ohio
$404K -$389K -744 -50%
SWM
3294
StoneCrest Wealth Management
Arizona
$404K -$277K -530 -42%
AWM
3295
Avondale Wealth Management
Texas
$404K – – –
WH
3296
Whitcomb & Hess
Ohio
$403K +$17.3K +33 +5%
CWM
3297
CarsonAllaria Wealth Management
Illinois
$403K +$193K +369 +99%
PCM
3298
Patient Capital Management
Maryland
$402K +$386K +738 New
QC
3299
QCM Cayman
Texas
$402K +$386K +738 New
HIGP
3300
Hill Investment Group Partners
Missouri
$401K – – –
130 131
132
133 134