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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ICMM
3526
Integrated Capital Management (Michigan)
Michigan
$558K +$238K +371 +84%
DWS
3527
Discipline Wealth Solutions
South Carolina
$557K +$537K +837 New
PSP
3528
Pacific Sage Partners
Washington
$555K – – –
KWM
3529
Kingsman Wealth Management
Florida
$552K +$5.77K +9 +1%
SRL
3530
Scientech Research LLC
New Jersey
$552K +$184K +287 +53%
GPWM
3531
Grant Private Wealth Management
California
$552K -$3.38M -5,277 -86%
SH
3532
SLT Holdings
Arizona
$552K +$89.1K +139 +20%
IIA
3533
Integrity Investment Advisors
Colorado
$550K +$641 +1 +0.1%
PWM
3534
Parkshore Wealth Management
California
$550K – – –
QL
3535
Quarry LP
New York
$549K -$4.09M -6,376 -89%
MWM
3536
Maltin Wealth Management
New Jersey
$549K -$5.77K -9 -1%
VPF
3537
Vantage Point Financial
Illinois
$548K +$641 +1 +0.1%
JCFM
3538
JBR Co Financial Management
Oklahoma
$548K – – –
FB
3539
Finward Bancorp
Indiana
$547K -$126K -197 -19%
NCM
3540
New Capital Management
Texas
$547K +$170K +265 +48%
CRI
3541
Colonial River Investments
Virginia
$546K -$8.33K -13 -2%
JMFC
3542
J.M. Forbes & Co
Massachusetts
$544K – – –
CIP
3543
Cornerstone Investment Partners
Georgia
$542K +$522K +814 New
RW
3544
RVW Wealth
California
$541K +$64.1K +100 +14%
BSWM
3545
Boston Standard Wealth Management
Massachusetts
$541K +$1.28K +2 +0.2%
RFN
3546
Redwood Financial Network
Ohio
$539K -$35.9K -56 -6%
PWA
3547
Prairie Wealth Advisors
Nebraska
$538K +$51.3K +80 +11%
MSWM
3548
Mowery & Schoenfeld Wealth Management
Illinois
$536K – – –
E
3549
EntreWealth
Texas
$536K – – –
EF
3550
Elite Financial
Idaho
$534K -$32.1K -50 -6%
140 141
142
143 144