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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
3501
Greenwood Capital Associates
South Carolina
$553K -$17.7K -30 -3%
RCM
3502
Requisite Capital Management
Texas
$553K +$589 +1 +0.1%
PPWP
3503
Premier Path Wealth Partners
New Jersey
$553K +$88.4K +150 +19%
OBWP
3504
O'Brien Wealth Partners
Massachusetts
$552K -$280K -476 -34%
CP
3505
Creekside Partners
California
$551K -$5.3K -9 -0.9%
TC
3506
Truvestments Capital
Florida
$551K -$32.4K -55 -6%
QHA
3507
Quarry Hill Advisors
Minnesota
$549K – – –
AFWM
3508
AMJ Financial Wealth Management
Virginia
$548K +$5.89K +10 +1%
DWM
3509
Dopkins Wealth Management
New York
$548K +$551K +935 New
CM
3510
Columbus Macro
Pennsylvania
$547K -$73.6K -125 -12%
AIA
3511
Allied Investment Advisors
Montana
$547K +$8.84K +15 +2%
CFM
3512
Coronation Fund Managers
South Africa
$547K +$550K +933 New
FC
3513
Fulcrum Capital
Washington
$545K – – –
TR
3514
Tepp RIA
New Jersey
$545K +$548K +930 New
JCFM
3515
JBR Co Financial Management
Oklahoma
$544K +$17.1K +29 +3%
BWM
3516
Bosman Wealth Management
California
$544K +$547K +929 New
ZIG
3517
Zullo Investment Group
Pennsylvania
$542K +$8.84K +15 +2%
AW
3518
Alteri Wealth
California
$541K +$544K +923 New
PIFP
3519
Partners in Financial Planning
Virginia
$540K +$180K +306 +50%
FB
3520
Finward Bancorp
Indiana
$540K +$543K +921 New
CWM
3521
Concentrum Wealth Management
California
$539K +$7.07K +12 +1%
EW
3522
Enzi Wealth
Texas
$537K +$41.2K +70 +9%
BZWA
3523
Blue Zone Wealth Advisors
California
$537K +$27.7K +47 +5%
NC
3524
Napatree Capital
Rhode Island
$537K -$136K -230 -20%
HI
3525
Hudock Inc
Pennsylvania
$537K +$589 +1 +0.1%
139 140
141
142 143