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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
3651
Clearstead Trust
Maine
$73.8K – – –
PWMG
3652
Prestige Wealth Management Group
New Jersey
$68.7K – – –
SCA
3653
Stuart Chaussee & Associates
California
$68K – – –
SIM
3654
Studio Investment Management
Illinois
$63.5K – – –
DWS
3655
Dynamic Wealth Strategies
California
$62K +$4.48K +9 +8%
DRS
3656
Deane Retirement Strategies
Louisiana
$59.6K +$56.8K +114 New
TFA
3657
Transamerica Financial Advisors
Florida
$59K +$11.9K +24 +27%
AIA
3658
Arcadia Investment Advisors
Idaho
$58K – – –
CAM
3659
Creekmur Asset Management
Illinois
$56K -$75.7K -152 -59%
SWM
3660
Sanctuary Wealth Management
Idaho
$53.4K +$498 +1 +1%
RFG
3661
REAP Financial Group
Texas
$52.3K -$15.9K -32 -24%
SC
3662
Skylands Capital
Wisconsin
$52.3K – – –
VWM
3663
Vigilare Wealth Management
Arizona
$51.3K +$48.8K +98 New
NBT
3664
Northwest Bank & Trust
Iowa
$50.2K – – –
FIM
3665
FWL Investment Management
Texas
$48.1K -$1.49K -3 -3%
NECFA
3666
New England Capital Financial Advisors
Connecticut
$45K +$21.9K +44 +105%
SA
3667
Scarborough Advisors
Maryland
$43.7K +$7.47K +15 +22%
VWWMG
3668
Vermillion & White Wealth Management Group
Pennsylvania
$43.4K – – –
EIM
3669
Essex Investment Management
Massachusetts
$42.4K -$468K -940 -92%
TCG
3670
Transcendent Capital Group
Oklahoma
$42.1K +$498 +1 +1%
RTC
3671
Riverview Trust Company
Washington
$41.8K +$39.8K +80 New
DFC
3672
DB Fitzpatrick & Co
Idaho
$41.3K – – –
FIA
3673
FPC Investment Advisory
California
$37.9K +$37.3K +75 New
KIG
3674
Kessler Investment Group
Indiana
$36.6K +$34.9K +70 New
EPW
3675
Evergreen Private Wealth
Colorado
$35.6K – – –
145 146
147
148 149