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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
3651
180 Wealth Advisors
Washington
$704K +$33.8K +50 +5%
SC
3652
Scholtz & Company
Connecticut
$702K -$10.8K -16 -2%
SI
3653
Stirlingshire Investments
New York
$702K +$693K +1,026 New
2L
3654
25 LLC
Missouri
$701K +$2.7K +4 +0.4%
DCA
3655
DSG Capital Advisors
Minnesota
$701K -$924K -1,367 -57%
BCA
3656
Bay Capital Advisors
Virginia
$701K – – –
WH
3657
Whitcomb & Hess
Ohio
$701K -$87.2K -129 -11%
DFCM
3658
Dark Forest Capital Management
Puerto Rico
$700K +$694K +1,027 New
JE
3659
JMAC Enterprises
Pennsylvania
$700K -$14.2K -21 -2%
RFN
3660
RDA Financial Network
Iowa
$700K +$11.5K +17 +2%
AWMG
3661
Alliance Wealth Management Group
New Jersey
$700K – – –
FCA
3662
FLC Capital Advisors
California
$700K +$404K +597 +139%
KFSC
3663
Keystone Financial Services (Colorado)
Colorado
$700K -$5.41K -8 -0.8%
BOC
3664
Bull Oak Capital
California
$699K – – –
LAM
3665
Lakewood Asset Management
Illinois
$699K – – –
EWM
3666
Evolution Wealth Management
Florida
$698K +$319K +472 +86%
TSW
3667
Three Seasons Wealth
Utah
$698K +$183K +271 +36%
SWM
3668
SilverOak Wealth Management
Minnesota
$697K -$3.38K -5 -0.5%
RFWA
3669
RPg Family Wealth Advisory
Massachusetts
$696K +$67.6K +100 +11%
SPW
3670
Signet Private Wealth
Illinois
$693K +$687K +1,017 New
NA
3671
Nestegg Advisors
New York
$693K +$2.03K +3 +0.3%
IIM
3672
IFC & Insurance Marketing
California
$691K +$685K +1,013 New
WA
3673
WP Advisors
California
$690K +$93.9K +139 +16%
PRAG
3674
Portfolio Resources Advisor Group
Florida
$690K +$682K +1,009 New
CCA
3675
Carrera Capital Advisors
Michigan
$689K -$21.6K -32 -3%
145 146
147
148 149