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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3451
Seaside Wealth Management
California
$899K -$55.8K -77 -6%
TL
3452
Tradewinds LLC
North Carolina
$898K +$207K +286 New
NWMP
3453
Noble Wealth Management PBC
Colorado
$898K -$106K -146 -11%
WWG
3454
West Wealth Group
California
$896K +$2.17K +3 +0.3%
TW
3455
Traveka Wealth
California
$895K -$13.8K -19 -2%
PWA
3456
Physician Wealth Advisors
Utah
$895K +$725 +1 +0.1%
SF
3457
Schaeffer Financial
Maryland
$895K -$35.5K -49 -4%
OWG
3458
Oxford Wealth Group
Florida
$894K +$383K +528 +79%
NS
3459
Northland Securities
Minnesota
$894K – – –
IFS
3460
Intelligent Financial Strategies
Minnesota
$894K – – –
BF
3461
Benchmark Financial
Delaware
$893K +$725 +1 +0.1%
SNB
3462
Security National Bank
Nebraska
$892K +$47.9K +66 +6%
CAMV
3463
Concord Asset Management (Virginia)
Virginia
$892K -$725 -1 -0.1%
RWM
3464
Rezny Wealth Management
Florida
$890K +$25.4K +35 +3%
WWM
3465
Westwood Wealth Management
California
$889K -$102K -140 -11%
1CP
3466
17 Capital Partners
Arizona
$889K -$10.9K -15 -1%
MCA
3467
Millennium Capital Advisors
Arkansas
$889K – – –
KMWM
3468
Keudell/Morrison Wealth Management
Oregon
$887K +$10.9K +15 +1%
CWM
3469
CMH Wealth Management
New Hampshire
$886K -$22.5K -31 -3%
TF
3470
Tenzing Financial
Virginia
$883K – – –
TIAM2
3471
Tru Independence Asset Management 2
Oregon
$881K +$33.4K +46 +4%
GB
3472
Goepper Burkhardt
South Carolina
$880K – – –
HI
3473
Hudock Inc
Pennsylvania
$880K +$725 +1 +0.1%
DMIC
3474
Dixon Mitchell Investment Counsel
British Columbia, Canada
$879K -$274K -378 -24%
MFS
3475
Miller Financial Services
Michigan
$878K -$16.7K -23 -2%
137 138
139
140 141