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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
3526
Emergent Wealth Advisors
New York
$731K +$15.6K +23 +2%
BWIA
3527
Bryant Woods Investment Advisors
New York
$731K – – –
MW
3528
Mueller Wealth
Wisconsin
$730K -$1.36K -2 -0.2%
WE
3529
Wealth Effects
Massachusetts
$730K +$25.2K +37 +3%
AWP
3530
Atlas Wealth Partners
Pennsylvania
$730K +$13.6K +20 +2%
HWM
3531
HighMark Wealth Management
Minnesota
$729K -$145K -213 -16%
KIG
3532
Kennedy Investment Group
New Jersey
$729K -$5.44K -8 -0.7%
WA
3533
WESPAC Advisors
California
$729K -$521K -766 -41%
MFS
3534
Miller Financial Services
Michigan
$728K -$60.5K -89 -7%
PMAM
3535
Picton Mahoney Asset Management
Ontario, Canada
$728K +$231K +340 +44%
EF
3536
Exeter Financial
Arizona
$727K – – –
FF
3537
Financial Futures
New Jersey
$727K – – –
LCP
3538
Larch Capital Partners
Florida
$726K -$1.11M -1,629 -59%
PCM
3539
Patient Capital Management
Maryland
$726K +$27.2K +40 +4%
GT
3540
GreatBanc Trust
Illinois
$725K -$227K -334 -23%
HI
3541
Harper Investing
California
$725K +$156K +230 +26%
AIC
3542
Allodium Investment Consultants
Minnesota
$724K – – –
MAM
3543
Marotta Asset Management
Virginia
$723K -$6.12K -9 -0.8%
HWA
3544
HighRoad Wealth Advisors
Oregon
$723K – – –
IWB
3545
Innovative Wealth Building
Maryland
$723K +$680 +1 +0.1%
STCOSD
3546
Sageworth Trust Company of South Dakota
South Dakota
$722K – – –
P
3547
Paradiem
Louisiana
$721K +$754K +1,109 New
AIA
3548
Alternative Investment Advisors
Florida
$721K -$350K -515 -32%
CPC
3549
Congress Park Capital
New York
$720K -$224K -330 -23%
RWRC
3550
R.W. Roge & Company
New York
$719K – – –
140 141
142
143 144