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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
3326
Riverview Capital Advisers
Massachusetts
$685K -$8.57K -15 -1%
RWRC
3327
R.W. Roge & Company
New York
$683K +$363K +635 +135%
HG
3328
Harbor Group
New Hampshire
$683K -$17.7K -31 -3%
CWA
3329
Choice Wealth Advisors
Maine
$682K – – –
PDM
3330
Penn Davis McFarland
Texas
$680K – – –
FG
3331
Foster Group
Iowa
$680K -$31.4K -55 -5%
AIA
3332
Accelerate Investment Advisors
California
$679K +$14.3K +25 +2%
CCT
3333
Chemung Canal Trust
New York
$678K +$137K +240 +28%
VPW
3334
Variant Private Wealth
Virginia
$677K +$1.72K +3 +0.3%
CWR
3335
Chico Wealth RIA
California
$676K +$572 +1 +0.1%
TPW
3336
Transatlantique Private Wealth
New York
$676K -$572 -1 -0.1%
GWP
3337
Gen-Wealth Partners
Michigan
$676K -$20K -35 -3%
ELM
3338
Elite Life Management
Florida
$674K +$5.72K +10 +0.9%
AMM
3339
American Money Management
California
$672K -$5.14K -9 -0.8%
BWL
3340
Bogart Wealth LLC
Virginia
$667K +$11.4K +20 +2%
LWM
3341
Level Wealth Management
North Carolina
$667K +$1.14K +2 +0.2%
AI
3342
Arvest Investments
Arkansas
$665K – – –
AWM
3343
Austin Wealth Management
Texas
$664K – – –
OFO
3344
OneAscent Family Office
Alabama
$662K -$64K -112 -9%
NRW
3345
Nova R Wealth
Kansas
$662K +$1.72K +3 +0.3%
HWMO
3346
Heritage Wealth Management (Ohio)
Ohio
$661K -$14.9K -26 -2%
AGP
3347
Aspire Growth Partners
Florida
$661K +$4.57K +8 +0.8%
NF
3348
NavPoint Financial
Minnesota
$660K +$7.43K +13 +1%
CJH
3349
Christopher J. Hasenberg
Wisconsin
$659K -$4.63M -8,099 -88%
SF
3350
Schaeffer Financial
Maryland
$659K – – –
132 133
134
135 136