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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3651
Stewardship Advisors
Pennsylvania
$646K – – –
NWM
3652
Navigate Wealth Management
Alabama
$646K +$624K +918 New
BCFS
3653
Butensky & Cohen Financial Security
Florida
$646K -$40.1K -59 -6%
CP
3654
Creekside Partners
California
$644K +$13.6K +20 +2%
SMCM
3655
Sky-Mountain Capital Management
Idaho
$643K – – –
RCA
3656
Riverview Capital Advisers
Massachusetts
$643K +$25.2K +37 +4%
GWWM
3657
Great Waters Wealth Management
Minnesota
$643K +$36K +53 +6%
SC
3658
Scholtz & Company
Connecticut
$639K -$32K -47 -5%
MA
3659
MJP Associates
Connecticut
$635K +$680 +1 +0.1%
WFM
3660
Wolff Financial Management
Michigan
$634K -$17K -25 -3%
CFGF
3661
Compass Financial Group (Florida)
Florida
$633K – – –
MAM
3662
MWA Asset Management
Massachusetts
$632K -$68K -100 -9%
HHWM
3663
Hiley Hunt Wealth Management
Nebraska
$631K -$152K -224 -19%
DC
3664
DeDora Capital
California
$631K -$10.9K -16 -2%
FSA
3665
Financial Sense Advisors
California
$631K -$44.9K -66 -6%
CCM
3666
Check Capital Management
California
$628K – – –
AC
3667
Asio Capital
Kentucky
$627K +$17.7K +26 +3%
CLOS
3668
Compagnie Lombard Odier SCmA
Switzerland
$626K -$889K -1,307 -58%
EW
3669
Enzi Wealth
Texas
$624K +$114K +167 +21%
PH
3670
Pinnacle Holdings
Oklahoma
$624K +$652K +959 New
BW
3671
BostonPremier Wealth
Massachusetts
$622K +$5.44K +8 +0.8%
MKA
3672
M. Kulyk & Associates
Georgia
$622K -$34K -50 -5%
RFN
3673
Redwood Financial Network
Ohio
$621K +$26.5K +39 +4%
CB
3674
Chris Bulman
California
$621K -$6.8K -10 -1%
HPWM
3675
High Point Wealth Management
New Jersey
$621K +$83.6K +123 +15%
145 146
147
148 149