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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3501
Prelude Capital Management
New York
$839K -$464K -686 -36%
CFG
3502
Carr Financial Group
Massachusetts
$838K +$13.5K +20 +2%
SWM
3503
Sandro Wealth Management
New Jersey
$837K +$829K +1,227 New
AW
3504
Alteri Wealth
California
$835K +$23.7K +35 +3%
HWA
3505
HHM Wealth Advisors
Tennessee
$832K +$165K +244 +25%
SIG
3506
Sargent Investment Group
Maryland
$832K +$825K +1,220 New
CMMS
3507
Comprehensive Money Management Services
Florida
$826K – – –
HCM
3508
Hall Capital Management
Rhode Island
$825K -$2.03K -3 -0.2%
VFP
3509
Vested Financial Planning
California
$824K +$16.2K +24 +2%
GHA
3510
Granite Harbor Advisors
Texas
$824K -$3.38K -5 -0.4%
MAM
3511
MMA Asset Management
Pennsylvania
$823K -$411K -608 -33%
HB
3512
Horizon Bancorp
Indiana
$821K -$104K -154 -11%
CVM
3513
Cheviot Value Management
California
$820K -$210K -310 -21%
HFP
3514
Holistic Financial Partners
Indiana
$819K +$6.08K +9 +0.8%
CCMT
3515
CMT Capital Markets Trading
Germany
$818K -$676K -1,000 -45%
CAMV
3516
Concord Asset Management (Virginia)
Virginia
$818K +$21.6K +32 +3%
PWA
3517
Physician Wealth Advisors
Utah
$817K +$72.3K +107 +10%
IFS
3518
Intelligent Financial Strategies
Minnesota
$816K – – –
CA
3519
Crossingbridge Advisors
New York
$815K +$1.35M +2,000 New
RL
3520
Rogco LP
Oklahoma
$815K – – –
HHWM
3521
Hiley Hunt Wealth Management
Nebraska
$815K -$43.9K -65 -5%
CCAL
3522
City Center Advisors LLC
Michigan
$815K +$147K +218 +22%
BF
3523
Benchmark Financial
Delaware
$814K +$807K +1,194 New
KFP
3524
Kerr Financial Planning
California
$813K +$408K +604 +101%
BWM
3525
BCGM Wealth Management
Indiana
$812K – – –
139 140
141
142 143