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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
3601
ORG Wealth Partners
Texas
$683K -$272K -400 -28%
MAM
3602
MMA Asset Management
Pennsylvania
$682K -$107K -158 -13%
SWM
3603
Sandro Wealth Management
New Jersey
$681K -$122K -179 -15%
MGWA
3604
Monument Group Wealth Advisors
Massachusetts
$681K +$34.7K +51 +5%
SFO
3605
Stokes Family Office
Louisiana
$680K -$158K -233 -18%
BSAM
3606
Blue Square Asset Management
New York
$680K +$710K +1,045 New
CHWM
3607
Cauble & Harre Wealth Management
Missouri
$679K – – –
MHFA
3608
Mission Hills Financial Advisory
California
$678K +$137K +202 +24%
SCM
3609
Sidoxia Capital Management
California
$677K +$708K +1,041 New
IIC
3610
Integrated Investment Consultants
Michigan
$676K +$42.8K +63 +6%
BIS
3611
BG Investment Services
Guam
$676K – – –
RFN
3612
RDA Financial Network
Iowa
$675K +$7.48K +11 +1%
CAM
3613
Clark Asset Management
New Hampshire
$674K +$126K +186 +22%
SWM
3614
SilverOak Wealth Management
Minnesota
$673K +$8.84K +13 +1%
2L
3615
25 LLC
Missouri
$672K +$3.4K +5 +0.5%
EFG
3616
Elevated Financial Group
Indiana
$671K -$70K -103 -9%
JE
3617
JMAC Enterprises
Pennsylvania
$669K +$680 +1 +0.1%
AWMG
3618
Alliance Wealth Management Group
New Jersey
$667K – – –
FCA
3619
FLC Capital Advisors
California
$667K – – –
IRC
3620
Investors Research Corp
Georgia
$667K -$12.2K -18 -2%
EWM
3621
Evolution Wealth Management
Florida
$667K +$680 +1 +0.1%
BOC
3622
Bull Oak Capital
California
$667K – – –
QHA
3623
Quarry Hill Advisors
Minnesota
$665K – – –
FA
3624
FF Advisors
California
$665K +$10.9K +16 +2%
TPW
3625
Talon Private Wealth
Florida
$663K +$693K +1,020 New
143 144
145
146 147