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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
3651
Waterway Wealth Management
Texas
$471K +$25K +39 +6%
PPW
3652
Presilium Private Wealth
Pennsylvania
$470K – – –
EHAM
3653
Eagle Harbor Asset Management
Washington
$469K – – –
FA
3654
Fortis Advisors
Pennsylvania
$468K +$451K +703 New
GPWA
3655
Great Point Wealth Advisors
Massachusetts
$468K +$451K +703 New
CAM
3656
Cidel Asset Management
Ontario, Canada
$468K +$73.1K +114 +19%
M1FG
3657
Mach-1 Financial Group
Arkansas
$467K +$180K +281 +67%
IAS
3658
Integrity Advisory Solutions
Texas
$467K +$449K +700 New
DCM
3659
Decatur Capital Management
Georgia
$466K – – –
UWP
3660
Uniting Wealth Partners
Kansas
$466K +$101K +158 +29%
AFS
3661
Access Financial Services
Minnesota
$466K -$33.3K -52 -6%
HI
3662
HBK Investments
Texas
$464K +$447K +697 New
CCA
3663
Cooper Capital Advisors
California
$463K +$6.41K +10 +1%
USWIA
3664
UP Strategic Wealth Investment Advisors
Pennsylvania
$462K – – –
HGA
3665
Hobbs Group Advisors
South Carolina
$462K +$641 +1 +0.1%
S
3666
SimplyRich
California
$462K – – –
ACM
3667
Andina Capital Management
Utah
$461K +$191K +298 +75%
BWG
3668
Balanced Wealth Group
Ohio
$461K -$1.28K -2 -0.3%
HSWS
3669
Higgins & Schmidt Wealth Strategies
Colorado
$460K +$63.5K +99 +17%
PP
3670
Pacifica Partners
Canada
$459K -$85.3K -133 -16%
GCA
3671
Gallagher Capital Advisors
Texas
$459K +$1.28K +2 +0.3%
CLA
3672
Carnegie Lake Advisors
New Jersey
$459K -$64.1K -100 -13%
HWP
3673
Highline Wealth Partners
California
$458K +$6.41K +10 +1%
IFA
3674
Interactive Financial Advisors
Illinois
$458K -$225K -351 -34%
KFSN
3675
Keystone Financial Services (Nebraska)
Nebraska
$457K +$641 +1 +0.1%
145 146
147
148 149