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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
W
3351
WealthCollab
Washington
$979K – – –
WWM
3352
Walser Wealth Management
Florida
$977K +$968K +1,432 New
SFSG
3353
Sound Financial Strategies Group
Mississippi
$977K -$12.2K -18 -1%
BLFG
3354
Brian Low Financial Group
Louisiana
$976K -$71K -105 -7%
PRI
3355
Prepared Retirement Institute
Pennsylvania
$974K -$8.11K -12 -0.8%
MKW
3356
Mullaney, Keating & Wright
Connecticut
$974K +$14.9K +22 +2%
CWA
3357
Cura Wealth Advisors
Illinois
$973K +$8.79K +13 +0.9%
TBC
3358
Ted Buchan & Co
California
$971K +$266K +394 +38%
SAM
3359
Steinberg Asset Management
New York
$970K – – –
VFPW
3360
Vantage Financial Partners (Wisconsin)
Wisconsin
$970K -$10.1K -15 -1%
PCI
3361
Planning Center Inc
Illinois
$968K +$6.76K +10 +0.7%
CPG
3362
Cornerstone Planning Group
New Jersey
$968K +$918K +1,358 +3,994%
CW
3363
Code Waechter
Florida
$967K -$2.7K -4 -0.3%
TC
3364
T3 Companies
New York
$967K +$958K +1,418 New
IP
3365
Investment Partners
Ohio
$966K -$100K -148 -9%
FPH
3366
Financial Planning Hawaii
Hawaii
$965K +$957K +1,416 New
C1AG
3367
Client 1st Advisory Group
Florida
$965K +$103K +152 +12%
CG
3368
Clarus Group
Texas
$964K -$83.8K -124 -8%
AOWM
3369
Asset One Wealth Management
Washington
$962K +$935K +1,384 New
VFIC
3370
Valley Forge Investment Consultants
Pennsylvania
$962K +$676 +1 +0.1%
CNB
3371
Camden National Bank
Maine
$959K -$20.3K -30 -2%
QCIG
3372
Quad-Cities Investment Group
Iowa
$957K +$9.46K +14 +1%
BWM
3373
BKM Wealth Management
Wisconsin
$957K -$4.73K -7 -0.5%
CMTU
3374
Capital Markets Trading (UK)
United Kingdom
$957K +$560K +828 +144%
HIMC
3375
Heritage Investors Management Corp
Maryland
$955K -$57.5K -85 -6%
133 134
135
136 137