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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
3626
Stage Harbor Financial
Massachusetts
$423K – – –
AWP
3627
Avid Wealth Partners
Texas
$423K – – –
SC
3628
Schoolcraft Capital
Colorado
$422K – – –
DWA
3629
Delap Wealth Advisory
Oregon
$422K – – –
PFA
3630
Professional Financial Advisors
Nebraska
$421K -$32.9K -56 -7%
MCA
3631
Millennium Capital Advisors
Arkansas
$420K +$441K +751 New
SIC
3632
SFE Investment Counsel
California
$420K +$441K +750 New
KWA
3633
Kondo Wealth Advisors
California
$419K -$12.3K -21 -3%
WFS
3634
WealthGarden F.S.
California
$416K +$42.9K +73 +11%
MWA
3635
Muirfield Wealth Advisors
North Carolina
$416K +$1.18K +2 +0.3%
AWM
3636
Avondale Wealth Management
Texas
$415K – – –
GL
3637
Gerber LLC
Ohio
$415K +$588 +1 +0.1%
FFO
3638
Fortitude Family Office
Arizona
$415K -$80.5K -137 -16%
CSPIA
3639
Cary Street Partners Investment Advisory
Virginia
$414K +$434K +739 New
NEPPG
3640
New England Professional Planning Group
Rhode Island
$413K – – –
GWMIA
3641
Global Wealth Management Investment Advisory
Florida
$413K +$11.2K +19 +3%
BMD
3642
Better Money Decisions
New Mexico
$413K -$176K -300 -29%
PWS
3643
Peloton Wealth Strategists
Indiana
$413K -$16.5K -28 -4%
JHP
3644
James Hambro & Partners
United Kingdom
$413K -$500K -850 -54%
TFP
3645
Tilia Fiduciary Partners
North Carolina
$411K +$59.4K +101 +16%
ACM
3646
Aurdan Capital Management
Pennsylvania
$411K +$431K +734 New
DA
3647
Detalus Advisors
Missouri
$409K +$133K +226 +45%
KCM
3648
Kaye Capital Management
California
$408K +$4.11K +7 +1%
PWP
3649
Parkwoods Wealth Partners
New York
$405K – – –
PWA
3650
Prairie Wealth Advisors
Nebraska
$404K +$58.8K +100 +16%
144 145
146
147 148