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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
5SA
3651
5th Street Advisors
Connecticut
$447K -$209K -355 -32%
LFP
3652
Lakeshore Financial Planning
Michigan
$446K +$89.6K +152 +25%
BIA
3653
Beacon Investment Advisors
Maryland
$445K +$1.18K +2 +0.3%
LSL
3654
Legacy Solutions LLC
Pennsylvania
$445K +$447K +759 New
SHF
3655
Stage Harbor Financial
Massachusetts
$444K -$4.12K -7 -0.9%
AWP
3656
Avid Wealth Partners
Texas
$443K – – –
LWMNY
3657
Landmark Wealth Management (New York)
New York
$443K -$3.54K -6 -0.8%
LGG
3658
Luts & Greenleigh Group
Maryland
$443K +$39.5K +67 +10%
SC
3659
Schoolcraft Capital
Colorado
$443K -$1.77K -3 -0.4%
DWA
3660
Delap Wealth Advisory
Oregon
$442K +$444K +754 New
OFS
3661
Orrstown Financial Services
Pennsylvania
$439K -$73.6K -125 -14%
AIA
3662
AIMZ Investment Advisors
California
$439K -$14.7K -25 -3%
NFA
3663
Northwest Financial Advisors
Virginia
$437K +$589 +1 +0.1%
TFO
3664
Timonier Family Office
North Carolina
$437K +$438K +743 New
SI
3665
Severin Investments
Missouri
$436K +$438K +744 New
SIA
3666
Schear Investment Advisers
Ohio
$435K – – –
AWM
3667
Avondale Wealth Management
Texas
$435K – – –
MWA
3668
Muirfield Wealth Advisors
North Carolina
$434K -$2.36K -4 -0.5%
GL
3669
Gerber LLC
Ohio
$434K -$136K -231 -24%
NEPPG
3670
New England Professional Planning Group
Rhode Island
$433K +$73.1K +124 +20%
EC
3671
Eaton-Cambridge
Arizona
$431K +$433K +735 New
SCM
3672
Seascape Capital Management
New Hampshire
$428K +$1.18K +2 +0.3%
HIGP
3673
Hill Investment Group Partners
Missouri
$428K +$2.95K +5 +0.7%
BWM
3674
Brown Wealth Management
Illinois
$426K +$70.1K +119 +20%
MC
3675
Matisse Capital
Oregon
$426K +$9.43K +16 +2%
145 146
147
148 149