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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
3576
Accelerate Investment Advisors
California
$767K +$10.8K +16 +1%
SWK
3577
Stephen W. Kidder
$767K -$270K -400 -26%
MW
3578
Mueller Wealth
Wisconsin
$767K +$760K +1,125 New
BWIA
3579
Bryant Woods Investment Advisors
New York
$766K – – –
ELM
3580
Elite Life Management
Florida
$766K +$6.08K +9 +0.8%
KWM
3581
KFG Wealth Management
Indiana
$766K -$15.5K -23 -2%
EA
3582
Ellsworth Advisors
Ohio
$763K -$96K -142 -11%
DF
3583
Dedeker Financial
Minnesota
$763K +$755K +1,117 New
EF
3584
Exeter Financial
Arizona
$762K – – –
FF
3585
Financial Futures
New Jersey
$762K -$4.73K -7 -0.6%
MCM
3586
Mainstay Capital Management
Michigan
$761K +$376K +556 +99%
BHA
3587
Beech Hill Advisors
New York
$760K +$401K +593 +114%
AIC
3588
Allodium Investment Consultants
Minnesota
$759K – – –
AFA
3589
Avant Financial Advisors
Texas
$759K – – –
MAM
3590
Marotta Asset Management
Virginia
$759K -$7.43K -11 -1%
HWA
3591
HighRoad Wealth Advisors
Oregon
$758K +$751K +1,111 New
BST
3592
Bath Savings Trust
Maine
$758K -$12.2K -18 -2%
IWB
3593
Innovative Wealth Building
Maryland
$757K +$676 +1 +0.1%
STCOSD
3594
Sageworth Trust Company of South Dakota
South Dakota
$757K – – –
RDFA
3595
Ritter Daniher Financial Advisory
Ohio
$756K +$25K +37 +3%
RWRC
3596
R.W. Roge & Company
New York
$754K – – –
PCM
3597
Pointe Capital Management
Michigan
$753K -$135K -200 -15%
TCM
3598
TD Capital Management
Tennessee
$752K +$27K +40 +4%
AWP
3599
Atlas Wealth Partners
Pennsylvania
$751K +$52.7K +78 +8%
EWA
3600
Emergent Wealth Advisors
New York
$751K +$207K +307 +39%
142 143
144
145 146