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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SHA
3376
Seneca House Advisors
Virginia
$955K – – –
LW
3377
Livet Wealth
Utah
$954K +$946K +1,399 New
SL
3378
SFM LLC
New Hampshire
$953K +$4.05K +6 +0.4%
MCA
3379
Martin Capital Advisors
Texas
$953K – – –
MFA
3380
Morling Financial Advisors
California
$949K – – –
PWM
3381
Prosperity Wealth Management
California
$949K +$69.6K +103 +8%
LPFG
3382
Landing Point Financial Group
Ohio
$948K -$20.3K -30 -2%
CCM
3383
Cannon Capital Management
Utah
$947K +$938K +1,388 New
HNW
3384
High Note Wealth
Minnesota
$945K – – –
AWM
3385
Aberdeen Wealth Management
Illinois
$944K -$5.41K -8 -0.6%
SWM
3386
Silverlake Wealth Management
Vermont
$943K +$14.2K +21 +2%
LCA
3387
Legend Capital Advisors
New York
$941K +$933K +1,380 New
TVM
3388
True Vision MN
Minnesota
$940K +$104K +154 +13%
GSAM
3389
Grant Street Asset Management
Pennsylvania
$940K -$40.6K -60 -4%
RWM
3390
Ruedi Wealth Management
Illinois
$937K -$104K -154 -10%
SHFG
3391
S Harris Financial Group
Texas
$936K +$927K +1,372 New
MWM
3392
Mattern Wealth Management
Kansas
$934K – – –
GOCP
3393
Great Oak Capital Partners
Massachusetts
$933K +$37.9K +56 +4%
GFG
3394
Greenbush Financial Group
New York
$932K +$2.7K +4 +0.3%
BWL
3395
Beacon Wealthcare LLC
North Carolina
$932K -$4.05K -6 -0.4%
VFG
3396
Valley Financial Group
Pennsylvania
$931K -$48.7K -72 -5%
SW
3397
SMART Wealth
Nebraska
$930K -$147K -218 -14%
LFA
3398
LifeGuide Financial Advisors
Pennsylvania
$930K -$68.9K -102 -7%
MF
3399
Manuka Financial
Virginia
$927K – – –
NIM
3400
Nicollet Investment Management
Minnesota
$927K -$1.35K -2 -0.1%
134 135
136
137 138