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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3726
PFW Advisors
Georgia
$360K – – –
PCA
3727
Purkiss Capital Advisors
Connecticut
$359K -$11.2K -19 -3%
AC
3728
Asio Capital
Kentucky
$359K +$150K +255 +66%
IW
3729
Instrumental Wealth
Florida
$358K +$383K +651 New
SWM
3730
Scissortail Wealth Management
Oklahoma
$357K +$588 +1 +0.2%
BA
3731
Baugh & Associates
Georgia
$357K -$1.76K -3 -0.4%
ARA
3732
Alexander Randolph Advisory
Virginia
$356K +$22.3K +38 +6%
MWP
3733
Meridian Wealth Partners
Pennsylvania
$355K +$11.8K +20 +3%
BI
3734
Beckerman Institutional
New Jersey
$355K – – –
IWP
3735
IAG Wealth Partners
Wisconsin
$352K +$37.6K +64 +11%
OWCM
3736
One Wealth Capital Management
Arizona
$352K -$50K -85 -12%
SA
3737
Stewardship Advisors
Pennsylvania
$351K -$361K -615 -49%
KAM
3738
Knightsbridge Asset Management
California
$351K – – –
DCM
3739
Dudley Capital Management
Virginia
$350K -$5.29K -9 -1%
PWCM
3740
Processus Wealth & Capital Management
Tennessee
$350K – – –
CWA
3741
Centennial Wealth Advisory
Michigan
$346K -$34.1K -58 -9%
NC
3742
NovaPoint Capital
Georgia
$346K – – –
RWM
3743
RBA Wealth Management
California
$346K -$322K -547 -47%
SF
3744
Strategent Financial
Virginia
$345K – – –
MCM
3745
Mendel Capital Management
Arkansas
$345K +$588 +1 +0.2%
BFP
3746
Briaud Financial Planning
Texas
$344K – – –
NFC
3747
Northstar Financial Companies
Pennsylvania
$344K -$380K -647 -51%
BFG
3748
Birch Financial Group
New Hampshire
$342K +$360K +612 New
RF
3749
Robinswood Financial
Washington
$341K +$1.18K +2 +0.3%
AI
3750
Axos Invest
Nevada
$341K +$16.5K +28 +5%
148 149
150
151 152