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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
3501
Level Financial Advisors
New York
$278K – – –
SW
3502
Schulz Wealth
Texas
$278K – – –
MCC
3503
Maiden Cove Capital
Maine
$276K +$276K +528 New
GWSA
3504
Global Wealth Strategies & Associates
Colorado
$275K – – –
RCM
3505
Richardson Capital Management
Wisconsin
$275K +$523 +1 +0.2%
MWM
3506
Moulton Wealth Management
Washington
$275K +$1.05K +2 +0.4%
EB
3507
Emprise Bank
Kansas
$274K +$264K +504 New
SIAS
3508
Summit Investment Advisory Services
Minnesota
$274K -$1.15M -2,190 -81%
RMF
3509
Red Mountain Financial
Colorado
$274K +$263K +503 New
DDC
3510
DF Dent & Co
Maryland
$273K – – –
EFP
3511
EnRich Financial Partners
Wisconsin
$273K -$2.62K -5 -1%
AWP
3512
Atlas Wealth Partners
Pennsylvania
$272K +$22K +42 +9%
ISWM
3513
Independent Solutions Wealth Management
New York
$272K +$34.5K +66 +15%
PM
3514
Phraction Management
Connecticut
$272K +$261K +499 New
BWG
3515
Boomfish Wealth Group
Georgia
$270K – – –
MSF
3516
Mustard Seed Financial
Arkansas
$269K +$1.05K +2 +0.4%
WWG
3517
West Wealth Group
California
$269K +$523 +1 +0.2%
VIP
3518
Vantage Investment Partners
Missouri
$269K – – –
GPW
3519
Gray Private Wealth
Massachusetts
$269K – – –
FCG
3520
Fielder Capital Group
Tennessee
$268K – – –
CIS
3521
Continental Investors Services
Washington
$268K +$42.4K +81 +20%
ACM
3522
Andina Capital Management
Utah
$266K +$256K +489 New
RCM
3523
RMR Capital Management
California
$266K -$12K -23 -4%
MCM
3524
McRae Capital Management
New Jersey
$266K – – –
V
3525
ViaWealth
Kansas
$266K – – –
139 140
141
142 143