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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
3401
Lakeshore Financial Planning
Michigan
$315K +$21.4K +43 +8%
RF
3402
Robinswood Financial
Washington
$315K +$996 +2 +0.3%
CS
3403
Crescent Sterling
Louisiana
$314K – – –
RAM
3404
Ramirez Asset Management
New York
$314K – – –
GCM
3405
Graham Capital Management
Connecticut
$314K +$299K +600 New
MWA
3406
Muirfield Wealth Advisors
North Carolina
$313K +$63.7K +128 +27%
GWMIA
3407
Global Wealth Management Investment Advisory
Florida
$313K – – –
CIAS
3408
CBIZ Investment Advisory Services
Ohio
$311K +$49.8K +100 +20%
CPC
3409
Cookson Peirce & Co
Pennsylvania
$311K – – –
WFS
3410
Walker Financial Services
Kentucky
$311K +$9.46K +19 +3%
SW
3411
SMART Wealth
Nebraska
$311K -$987K -1,983 -77%
MWP
3412
Meridian Wealth Partners
Pennsylvania
$308K – – –
NC
3413
NovaPoint Capital
Georgia
$308K -$194K -390 -40%
MRCM
3414
M&R Capital Management
New Jersey
$307K -$197K -395 -40%
MWM
3415
Maltin Wealth Management
New Jersey
$307K +$498 +1 +0.2%
KCM
3416
Kaye Capital Management
California
$305K +$996 +2 +0.3%
CA
3417
Crumly & Associates
Illinois
$305K – – –
RFN
3418
RDA Financial Network
Iowa
$304K +$1.99K +4 +0.7%
PWM
3419
Provident Wealth Management
Tennessee
$303K -$3.48K -7 -1%
KL
3420
KilterHowling LLC
Colorado
$303K – – –
BFA
3421
Brown Financial Advisory
Alabama
$303K +$8.46K +17 +3%
ASW
3422
Astoria Strategic Wealth
Texas
$301K – – –
RW
3423
RVW Wealth
California
$301K – – –
AIM
3424
Arcadia Investment Management
Michigan
$300K -$498 -1 -0.2%
BWG
3425
Berry Wealth Group
Texas
$300K – – –
135 136
137
138 139