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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
3276
Holistic Financial Partners
Indiana
$675K +$8.23K +14 +1%
PWA
3277
Physician Wealth Advisors
Utah
$674K -$61.1K -104 -8%
NLWP
3278
Next Level Wealth Planning
Idaho
$673K +$707K +1,203 New
HP
3279
Hilltop Partners
Indiana
$673K -$5.88K -10 -0.8%
LI
3280
LVZ Inc
Michigan
$671K -$2.35K -4 -0.3%
MCA
3281
Magnolia Capital Advisors
Mississippi
$670K +$6.47K +11 +0.9%
IFS
3282
Intelligent Financial Strategies
Minnesota
$670K – – –
APSI
3283
Asset Planning Services Inc
Louisiana
$669K -$27K -46 -4%
NWM
3284
Nova Wealth Management
Florida
$669K -$26.4K -45 -4%
FMN
3285
Financial Management Network
California
$668K +$50.5K +86 +7%
DWM
3286
Darwin Wealth Management
Florida
$666K – – –
SM
3287
Sabby Management
Florida
$666K -$1.23M -2,090 -64%
OFO
3288
OneAscent Family Office
Alabama
$665K +$695K +1,183 New
EA
3289
Eclectic Associates
California
$664K +$79.3K +135 +13%
NWM
3290
Northcape Wealth Management
New York
$663K +$2.94K +5 +0.4%
SP
3291
Sequent Planning
Nebraska
$661K – – –
GB
3292
Goepper Burkhardt
South Carolina
$658K +$5.88K +10 +0.9%
RWM
3293
Rezny Wealth Management
Florida
$658K +$103K +175 +17%
FA
3294
FC Advisory
Pennsylvania
$657K +$1.18K +2 +0.2%
WCM
3295
Wealthcare Capital Management
Virginia
$657K +$457K +778 +196%
I
3296
IMPACTfolio
Colorado
$657K – – –
DSAM
3297
Dock Street Asset Management
Florida
$656K -$268K -456 -28%
LCOV
3298
London Company of Virginia
Virginia
$656K -$1.94M -3,304 -74%
CWM
3299
Certus Wealth Management
California
$655K – – –
PCM
3300
Pointe Capital Management
Michigan
$654K +$2.94K +5 +0.4%
130 131
132
133 134