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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MCIA
3326
Mountain Capital Investment Advisors
Colorado
$737K +$707K +1,103 New
CWA
3327
Choice Wealth Advisors
Maine
$737K +$1.28K +2 +0.2%
RWRC
3328
R.W. Roge & Company
New York
$736K – – –
ELM
3329
Elite Life Management
Florida
$732K +$5.77K +9 +0.8%
VPW
3330
Variant Private Wealth
Virginia
$732K +$1.92K +3 +0.3%
CAM
3331
CPA Asset Management
Florida
$732K +$704K +1,098 New
CCT
3332
Chemung Canal Trust
New York
$731K – – –
BCM
3333
Beck Capital Management
Texas
$730K -$12.2K -19 -2%
CWR
3334
Chico Wealth RIA
California
$729K – – –
PWA
3335
Physician Wealth Advisors
Utah
$727K +$92.3K +144 +15%
SAM
3336
Sompo Asset Management
Japan
$726K -$481K -750 -41%
FA
3337
Fermata Advisors
California
$722K -$85.9K -134 -11%
LWM
3338
Level Wealth Management
North Carolina
$720K +$641 +1 +0.1%
AI
3339
Arvest Investments
Arkansas
$717K – – –
AGP
3340
Aspire Growth Partners
Florida
$715K +$1.92K +3 +0.3%
NF
3341
NavPoint Financial
Minnesota
$714K +$1.92K +3 +0.3%
RDFA
3342
Ritter Daniher Financial Advisory
Ohio
$714K +$4.49K +7 +0.7%
OFO
3343
OneAscent Family Office
Alabama
$713K – – –
SSW
3344
Smith Shellnut Wilson
Mississippi
$711K +$685K +1,068 New
SF
3345
Schaeffer Financial
Maryland
$710K – – –
TPW
3346
Transatlantique Private Wealth
New York
$709K -$18.6K -29 -3%
GFA
3347
Gallagher Fiduciary Advisors
Illinois
$709K -$796K -1,242 -54%
HWMO
3348
Heritage Wealth Management (Ohio)
Ohio
$708K -$4.49K -7 -0.7%
TCM
3349
TD Capital Management
Tennessee
$708K +$13.5K +21 +2%
SRC
3350
Shufro Rose & Co
New York
$705K – – –
132 133
134
135 136