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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3526
Crossingbridge Advisors
New York
$815K +$1.35M +2,000 New
RL
3527
Rogco LP
Oklahoma
$815K – – –
HHWM
3528
Hiley Hunt Wealth Management
Nebraska
$815K -$43.9K -65 -5%
CCAL
3529
City Center Advisors LLC
Michigan
$815K +$147K +218 +22%
BF
3530
Benchmark Financial
Delaware
$814K +$807K +1,194 New
KFP
3531
Kerr Financial Planning
California
$813K +$408K +604 +101%
BWM
3532
BCGM Wealth Management
Indiana
$812K – – –
QWM
3533
Quaker Wealth Management
New Jersey
$811K +$4.05K +6 +0.5%
NWM
3534
Northcape Wealth Management
New York
$810K -$1.35K -2 -0.2%
RAM
3535
Robinhood Asset Management
California
$810K +$802K +1,187 New
GPW
3536
Genesis Private Wealth
Virginia
$809K +$512K +757 +176%
TW
3537
Traveka Wealth
California
$806K +$676 +1 +0.1%
SL
3538
SWMG LLC
Texas
$805K +$42.6K +63 +6%
S4W
3539
Solutions 4 Wealth
Texas
$803K -$48K -71 -6%
BIG
3540
Boothe Investment Group
Delaware
$803K -$16.9K -25 -2%
GB
3541
Goepper Burkhardt
South Carolina
$803K – – –
TF
3542
Tenzing Financial
Virginia
$802K +$796K +1,177 New
RWM
3543
Rezny Wealth Management
Florida
$802K – – –
I
3544
IMPACTfolio
Colorado
$801K – – –
WCM
3545
Wealthcare Capital Management
Virginia
$801K – – –
CWR
3546
Chico Wealth RIA
California
$801K +$53.4K +79 +7%
PFA
3547
Perryman Financial Advisory
Texas
$801K +$793K +1,174 New
ARA
3548
Alexander Randolph Advisory
Virginia
$800K -$21K -31 -3%
MIA
3549
MeadowBrook Investment Advisors
Michigan
$800K +$8.79K +13 +1%
KMWM
3550
Keudell/Morrison Wealth Management
Oregon
$799K +$792K +1,172 New
140 141
142
143 144