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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
3601
Certior Financial Group
Pennsylvania
$507K -$6.41K -10 -1%
AIA
3602
Acute Investment Advisory
Arizona
$507K -$121K -189 -20%
VCM
3603
Vision Capital Management
Oregon
$506K -$80.8K -126 -14%
AWP
3604
Avid Wealth Partners
Texas
$505K – – –
RLWM
3605
RF&L Wealth Management
Massachusetts
$504K – – –
SHF
3606
Stage Harbor Financial
Massachusetts
$504K – – –
LWMNY
3607
Landmark Wealth Management (New York)
New York
$503K -$1.92K -3 -0.4%
GPW
3608
Gentry Private Wealth
Kansas
$502K +$113K +176 +30%
LCGC
3609
Legacy Capital Group California
California
$502K -$7.05K -11 -1%
SIS
3610
Strategic Investment Solutions
Illinois
$502K +$59.6K +93 +14%
SIC
3611
SFE Investment Counsel
California
$500K – – –
AM
3612
Atwater Malick
Pennsylvania
$500K +$25.6K +40 +6%
EFG
3613
Elm3 Financial Group
Georgia
$499K -$3.21K -5 -0.7%
KIC
3614
Kensington Investment Counsel
California
$498K -$160K -250 -25%
CL
3615
CLG LLC
California
$497K -$94.2K -147 -16%
LB
3616
Legacy Bridge
Iowa
$497K -$1.28K -2 -0.3%
ACM
3617
Academy Capital Management
Texas
$496K -$59K -92 -11%
DFG
3618
Dynamic Financial Group
Iowa
$496K -$16.7K -26 -3%
SC
3619
Schoolcraft Capital
Colorado
$496K -$2.56K -4 -0.5%
3AM
3620
3EDGE Asset Management
Florida
$495K -$67.3K -105 -12%
GL
3621
Gerber LLC
Ohio
$495K +$641 +1 +0.1%
AWM
3622
Avondale Wealth Management
Texas
$494K – – –
SPG
3623
Strategic Planning Group
Utah
$492K +$641 +1 +0.1%
JHP
3624
James Hambro & Partners
United Kingdom
$492K – – –
KWA
3625
Kondo Wealth Advisors
California
$491K -$7.05K -11 -1%
143 144
145
146 147