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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFPL
3276
Advus Financial Partners, LLC
Florida
$419K – – –
AWP
3277
Avid Wealth Partners
Texas
$417K -$89.5K -171 -18%
SHF
3278
Stage Harbor Financial
Massachusetts
$416K +$3.66K +7 +0.9%
PGAM
3279
Princeton Global Asset Management
New Jersey
$416K +$11K +21 +3%
SC
3280
Schoolcraft Capital
Colorado
$415K – – –
CWA
3281
CJM Wealth Advisers
Virginia
$415K +$52.9K +101 +15%
5SA
3282
5th Street Advisors
Connecticut
$415K – – –
LWMNY
3283
Landmark Wealth Management (New York)
New York
$414K -$523 -1 -0.1%
EW
3284
Enzi Wealth
Texas
$413K +$31.4K +60 +9%
LL
3285
LWMG LLC
Minnesota
$412K -$19.4K -37 -5%
BIA
3286
Beacon Investment Advisors
Maryland
$411K +$1.05K +2 +0.3%
TCM
3287
Telos Capital Management
California
$410K – – –
PA
3288
PSI Advisors
Florida
$410K +$53.4K +102 +16%
MCA
3289
Maryland Capital Advisors
Maryland
$408K – – –
CGFA
3290
Colton Groome Financial Advisors
North Carolina
$407K -$5.23K -10 -1%
PWS
3291
Peloton Wealth Strategists
Indiana
$406K +$523 +1 +0.1%
SIA
3292
Schear Investment Advisers
Ohio
$404K -$389K -744 -50%
SWM
3293
StoneCrest Wealth Management
Arizona
$404K -$277K -530 -42%
AWM
3294
Avondale Wealth Management
Texas
$404K – – –
WH
3295
Whitcomb & Hess
Ohio
$403K +$17.3K +33 +5%
CWM
3296
CarsonAllaria Wealth Management
Illinois
$403K +$193K +369 +99%
PCM
3297
Patient Capital Management
Maryland
$402K +$386K +738 New
QC
3298
QCM Cayman
Texas
$402K +$386K +738 New
HIGP
3299
Hill Investment Group Partners
Missouri
$401K – – –
FWM
3300
Focused Wealth Management
New York
$399K +$523 +1 +0.1%
130 131
132
133 134