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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
3301
Lodestone Wealth Management
Washington
$1.08M +$367K +506 +54%
CPG
3302
Cornerstone Planning Group
New Jersey
$1.08M -$45K -62 -4%
MWA
3303
Muirfield Wealth Advisors
North Carolina
$1.07M -$1.45K -2 -0.1%
OWCM
3304
One Wealth Capital Management
Arizona
$1.07M +$418K +577 +67%
WBCM
3305
Wilson & Boucher Capital Management
California
$1.07M -$7.25K -10 -0.7%
SIAG
3306
Signet Investment Advisory Group
Rhode Island
$1.07M – – –
W
3307
WealthCollab
Washington
$1.07M – – –
SPF
3308
South Plains Financial
Texas
$1.07M – – –
SCA
3309
Stonebridge Capital Advisors
Minnesota
$1.07M -$104K -143 -9%
PR
3310
Payden & Rygel
California
$1.07M +$1.04M +1,428 New
RWS
3311
RASP Wealth Solutions
Indiana
$1.06M +$1.03M +1,423 New
SAM
3312
Steinberg Asset Management
New York
$1.06M – – –
RIP
3313
RAM Investment Partners
Washington
$1.06M -$290K -400 -22%
BI
3314
Breachway Investments
Rhode Island
$1.06M -$49.3K -68 -5%
AWG
3315
Altus Wealth Group
Colorado
$1.06M -$694K -957 -40%
PCI
3316
Planning Center Inc
Illinois
$1.06M – – –
KFS
3317
Krane Financial Solutions
California
$1.06M +$93.5K +129 +10%
HKIM
3318
Hayek Kallen Investment Management
Alabama
$1.06M +$70.3K +97 +7%
VH
3319
Visionary Horizons
Tennessee
$1.06M -$420K -579 -29%
CG
3320
Clarus Group
Texas
$1.06M – – –
LWMNY
3321
Landmark Wealth Management (New York)
New York
$1.05M -$5.08K -7 -0.5%
MAM
3322
Mainsail Asset Management
Alabama
$1.05M -$19.6K -27 -2%
CC
3323
Constitution Capital
Connecticut
$1.05M -$2.17K -3 -0.2%
AMM
3324
American Money Management
California
$1.05M -$33.4K -46 -3%
PPA
3325
Painted Porch Advisors
California
$1.05M +$3.63K +5 +0.4%
131 132
133
134 135