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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
3626
Lynch & Associates
Indiana
$461K +$110K +193 +35%
GCG
3627
Gilbert Capital Group
Maine
$460K +$426K +745 New
MWM
3628
Maridea Wealth Management
New York
$460K +$425K +744 New
TFP
3629
Tilia Fiduciary Partners
North Carolina
$459K +$5.14K +9 +1%
GL
3630
Gerber LLC
Ohio
$459K – – –
AWM
3631
Avondale Wealth Management
Texas
$458K – – –
FFO
3632
Fortitude Family Office
Arizona
$458K – – –
BMD
3633
Better Money Decisions
New Mexico
$458K +$1.14K +2 +0.3%
CSPIA
3634
Cary Street Partners Investment Advisory
Virginia
$457K – – –
NEPPG
3635
New England Professional Planning Group
Rhode Island
$457K – – –
BTWM
3636
Baker Tilly Wealth Management
Wisconsin
$456K -$29.2K -51 -6%
JHP
3637
James Hambro & Partners
United Kingdom
$456K – – –
PWS
3638
Peloton Wealth Strategists
Indiana
$456K – – –
SPG
3639
Strategic Planning Group
Utah
$455K +$14.3K +25 +4%
TWPM
3640
Total Wealth Planning & Management
Florida
$454K +$183K +321 +78%
SCM
3641
Seascape Capital Management
New Hampshire
$453K -$199K -348 -32%
SPW
3642
Sonoma Private Wealth
California
$452K -$35.4K -62 -8%
VW
3643
Vance Wealth
California
$452K -$33.2K -58 -7%
DA
3644
Detalus Advisors
Missouri
$451K – – –
SBF
3645
Sara-Bay Financial
Florida
$450K -$165K -289 -28%
TFA
3646
TPG Financial Advisors
Oregon
$450K -$160K -280 -28%
PWA
3647
Prairie Wealth Advisors
Nebraska
$449K +$2.29K +4 +0.6%
BGCP
3648
Bristol Gate Capital Partners
Ontario, Canada
$447K -$4.82M -8,427 -92%
DK
3649
David Kennon
Florida
$446K – – –
PF
3650
Parker Financial
Washington
$445K -$562K -984 -58%
144 145
146
147 148