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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWIA
3526
Bryant Woods Investment Advisors
New York
$839K – – –
HWA
3527
HighRoad Wealth Advisors
Oregon
$839K +$9.43K +13 +1%
MW
3528
Mueller Wealth
Wisconsin
$838K -$725 -1 -0.1%
SLG
3529
Stanley-Laman Group
Pennsylvania
$836K +$23.9K +33 +3%
QIM
3530
Quest Investment Management
Oregon
$836K +$13.8K +19 +2%
EWA
3531
Emergent Wealth Advisors
New York
$835K -$5.08K -7 -0.6%
EF
3532
Exeter Financial
Arizona
$835K – – –
GT
3533
GreatBanc Trust
Illinois
$833K – – –
STCOSD
3534
Sageworth Trust Company of South Dakota
South Dakota
$829K – – –
P
3535
Paradiem
Louisiana
$828K – – –
OHIS
3536
Oak Harvest Investment Services
Texas
$828K -$736K -1,015 -48%
TWM
3537
TriaGen Wealth Management
California
$826K -$71.1K -98 -8%
PCM
3538
Palisade Capital Management
New Jersey
$825K -$30.4K -42 -4%
RWRC
3539
R.W. Roge & Company
New York
$825K – – –
KIG
3540
Kennedy Investment Group
New Jersey
$825K -$12.3K -17 -2%
UWS
3541
Unique Wealth Strategies
Illinois
$823K +$1.45K +2 +0.2%
FA
3542
Fairlight Advisors
California
$823K +$799K +1,102 New
VPW
3543
Variant Private Wealth
Virginia
$823K -$21K -29 -3%
PIWA
3544
Prevail Innovative Wealth Advisors
Kansas
$821K -$281K -388 -26%
BAM
3545
Broyhill Asset Management
North Carolina
$821K – – –
CCM
3546
Capstone Capital Management
$821K +$798K +1,100 New
LAM
3547
Lakewood Asset Management
Illinois
$821K – – –
MAM
3548
Marotta Asset Management
Virginia
$820K -$2.9K -4 -0.4%
CWMGO
3549
Capstone Wealth Management Group (Oregon)
Oregon
$820K -$167K -230 -17%
WE
3550
Wealth Effects
Massachusetts
$815K -$22.5K -31 -3%
140 141
142
143 144