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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RLWM
3601
RF&L Wealth Management
Massachusetts
$504K – – –
SHF
3602
Stage Harbor Financial
Massachusetts
$504K – – –
LWMNY
3603
Landmark Wealth Management (New York)
New York
$503K -$1.92K -3 -0.4%
GPW
3604
Gentry Private Wealth
Kansas
$502K +$113K +176 +30%
LCGC
3605
Legacy Capital Group California
California
$502K -$7.05K -11 -1%
SIS
3606
Strategic Investment Solutions
Illinois
$502K +$59.6K +93 +14%
SIC
3607
SFE Investment Counsel
California
$500K – – –
AM
3608
Atwater Malick
Pennsylvania
$500K +$25.6K +40 +6%
EFG
3609
Elm3 Financial Group
Georgia
$499K -$3.21K -5 -0.7%
KIC
3610
Kensington Investment Counsel
California
$498K -$160K -250 -25%
CL
3611
CLG LLC
California
$497K -$94.2K -147 -16%
LB
3612
Legacy Bridge
Iowa
$497K -$1.28K -2 -0.3%
ACM
3613
Academy Capital Management
Texas
$496K -$59K -92 -11%
DFG
3614
Dynamic Financial Group
Iowa
$496K -$16.7K -26 -3%
SC
3615
Schoolcraft Capital
Colorado
$496K -$2.56K -4 -0.5%
3AM
3616
3EDGE Asset Management
Florida
$495K -$67.3K -105 -12%
GL
3617
Gerber LLC
Ohio
$495K +$641 +1 +0.1%
AWM
3618
Avondale Wealth Management
Texas
$494K – – –
SPG
3619
Strategic Planning Group
Utah
$492K +$641 +1 +0.1%
JHP
3620
James Hambro & Partners
United Kingdom
$492K – – –
KWA
3621
Kondo Wealth Advisors
California
$491K -$7.05K -11 -1%
MWM
3622
McNaughton Wealth Management
California
$491K -$22.4K -35 -5%
VW
3623
Vance Wealth
California
$491K +$2.56K +4 +0.5%
SCM
3624
Seascape Capital Management
New Hampshire
$490K +$1.28K +2 +0.3%
PFG
3625
Premier Financial Group
California
$489K – – –
143 144
145
146 147