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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3626
McNaughton Wealth Management
California
$491K -$22.4K -35 -5%
VW
3627
Vance Wealth
California
$491K +$2.56K +4 +0.5%
SCM
3628
Seascape Capital Management
New Hampshire
$490K +$1.28K +2 +0.3%
PFG
3629
Premier Financial Group
California
$489K – – –
DIG
3630
DeepCurrents Investment Group
New York
$488K -$684K -1,067 -59%
SPW
3631
Sonoma Private Wealth
California
$488K – – –
DA
3632
Detalus Advisors
Missouri
$487K +$641 +1 +0.1%
WC
3633
Whitney & Co
New York
$486K -$23.7K -37 -5%
TFA
3634
TPG Financial Advisors
Oregon
$485K – – –
AIM
3635
AHL Investment Management
Florida
$484K +$29.5K +46 +7%
WW
3636
Winnow Wealth
Texas
$484K +$369K +575 +383%
DK
3637
David Kennon
Florida
$481K – – –
RW
3638
Regimen Wealth
Georgia
$480K +$1.28K +2 +0.3%
HH
3639
HWG Holdings
Texas
$480K +$95.5K +149 +26%
PF
3640
Parker Financial
Washington
$480K – – –
OL
3641
OneFund LLC
Florida
$480K +$17.9K +28 +4%
TFO
3642
Timonier Family Office
North Carolina
$477K +$641 +1 +0.1%
MIM
3643
Montgomery Investment Management
Maryland
$477K +$459K +716 New
ANHIM
3644
Alan N. Hoffman Investment Management
Massachusetts
$475K -$56.4K -88 -11%
IWM
3645
Integris Wealth Management
California
$474K +$195K +304 +75%
BIMC
3646
Benson Investment Management Company
Virginia
$474K – – –
Q1WB
3647
Quest 10 Wealth Builders
Virginia
$474K -$208K -325 -31%
BC
3648
Bayforest Capital
United Kingdom
$474K +$455K +710 +71,000%
TDWM
3649
Topel & Distasi Wealth Management
California
$473K +$21.2K +33 +5%
PWS
3650
Peloton Wealth Strategists
Indiana
$472K -$18.6K -29 -4%
144 145
146
147 148