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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
3526
Boomfish Wealth Group
Georgia
$289K +$4.42K +8 +2%
CPA
3527
Court Place Advisors
Maryland
$289K -$102K -185 -27%
VIP
3528
Vantage Investment Partners
Missouri
$289K +$5.53K +10 +2%
KPP
3529
Kings Path Partners
Texas
$289K +$264K +478 +1,912%
KWM
3530
Koa Wealth Management
California
$289K -$5.53K -10 -2%
IF
3531
Insight Folios
North Carolina
$288K -$12.7K -23 -4%
DDC
3532
DF Dent & Co
Maryland
$288K – – –
AC
3533
Almitas Capital
California
$287K +$276K +500 New
MSF
3534
Mustard Seed Financial
Arkansas
$286K +$2.21K +4 +0.8%
PM
3535
Phraction Management
Connecticut
$286K – – –
EFP
3536
EnRich Financial Partners
Wisconsin
$286K -$1.66K -3 -0.6%
CFG
3537
CMC Financial Group
Georgia
$285K +$275K +497 New
WWG
3538
West Wealth Group
California
$285K +$1.11K +2 +0.4%
SWP
3539
ShoreHaven Wealth Partners
New Jersey
$284K +$274K +495 New
GPW
3540
Gray Private Wealth
Massachusetts
$283K – – –
CIR
3541
Clear Investment Research
Georgia
$283K +$16.6K +30 +6%
MWM
3542
Moulton Wealth Management
Washington
$282K +$553 +1 +0.2%
PBF
3543
Petix & Botte Financial
California
$281K -$44.2K -80 -14%
RF
3544
Robbins Farley
New Hampshire
$281K -$184K -333 -40%
TFA
3545
Teamwork Financial Advisors
Texas
$281K +$31K +56 +13%
RCM
3546
RMR Capital Management
California
$281K – – –
B
3547
Bellecapital
Switzerland
$281K -$941K -1,702 -78%
MCM
3548
McRae Capital Management
New Jersey
$281K – – –
V
3549
ViaWealth
Kansas
$281K – – –
GC
3550
GFG Capital
Florida
$280K +$17.7K +32 +4%
140 141
142
143 144