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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BH
3276
Burk Holdings
Oklahoma
$944K +$2.72K +4 +0.3%
RW
3277
Rockport Wealth
Ohio
$943K +$986K +1,450 New
WBCM
3278
Wilson & Boucher Capital Management
California
$940K -$6.12K -9 -0.6%
FPH
3279
Financial Planning Hawaii
Hawaii
$940K +$19.7K +29 +2%
EWL
3280
Emissary Wealth LLC
New Jersey
$939K -$8.16K -12 -0.8%
CWA
3281
Cura Wealth Advisors
Illinois
$939K +$11.6K +17 +1%
AFC
3282
AFT Forsyth & Company
Florida
$939K -$8.16K -12 -0.8%
KCM
3283
KRS Capital Management
Michigan
$938K – – –
MAM
3284
Mainsail Asset Management
Alabama
$938K +$2.72K +4 +0.3%
MWA
3285
Muirfield Wealth Advisors
North Carolina
$937K +$578K +850 +144%
SIAG
3286
Signet Investment Advisory Group
Rhode Island
$933K -$68K -100 -7%
W
3287
WealthCollab
Washington
$933K – – –
BHC
3288
Bull Harbor Capital
Maryland
$933K +$975K +1,434 New
SPF
3289
South Plains Financial
Texas
$933K +$98.6K +145 +11%
AW
3290
Alteri Wealth
California
$932K +$142K +209 +17%
WQ
3291
Wealth Quarterback
New Jersey
$930K -$23.1K -34 -2%
PRI
3292
Prepared Retirement Institute
Pennsylvania
$929K +$680 +1 +0.1%
HWMC
3293
Heritage Wealth Management (California)
California
$926K +$304K +447 +46%
GOCP
3294
Great Oak Capital Partners
Massachusetts
$926K +$2.04K +3 +0.2%
SAM
3295
Steinberg Asset Management
New York
$925K – – –
PCI
3296
Planning Center Inc
Illinois
$923K – – –
HIC
3297
Hamrick Investment Counsel
Washington
$923K +$962K +1,415 New
CW
3298
Code Waechter
Florida
$922K – – –
HWP
3299
Highline Wealth Partners
California
$922K +$494K +726 +105%
LWMNY
3300
Landmark Wealth Management (New York)
New York
$922K +$449K +661 +87%
130 131
132
133 134