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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DFP
3726
Donalies Financial Planning
District of Columbia
$593K – – –
VFIC
3727
Valley Forge Investment Consultants
Pennsylvania
$593K -$339K -498 -35%
HA
3728
Huntleigh Advisors
Missouri
$592K +$36.7K +54 +6%
LL
3729
LPWM LLC
Minnesota
$592K +$39.4K +58 +7%
I
3730
InvesTrust
Oklahoma
$591K – – –
HFS
3731
Hoge Financial Services
Pennsylvania
$591K -$4.08K -6 -0.7%
DSC
3732
Daytona Street Capital
Missouri
$590K +$13.6K +20 +2%
TCMP
3733
Thrive Capital Management (Pennsylvania)
Pennsylvania
$590K -$62.5K -92 -9%
PPWP
3734
Premier Path Wealth Partners
New Jersey
$586K -$6.8K -10 -1%
PWMG
3735
Private Wealth Management Group
New Jersey
$586K +$27.2K +40 +5%
AIA
3736
AIMZ Investment Advisors
California
$586K -$17K -25 -3%
RIA
3737
RPG Investment Advisory
California
$585K -$8.84K -13 -1%
MSWM
3738
McGlone Suttner Wealth Management
Wisconsin
$584K +$680 +1 +0.1%
KTM
3739
Keeler Thomas Management
Utah
$584K +$680 +1 +0.1%
HA
3740
HC Advisors
Georgia
$583K +$65.3K +96 +12%
RFWA
3741
RPg Family Wealth Advisory
Massachusetts
$582K -$82.9K -122 -12%
BG
3742
Bollard Group
Massachusetts
$581K +$63.2K +93 +12%
JCFM
3743
JBR Co Financial Management
Oklahoma
$579K – – –
AI
3744
Atomic Invest
New York
$577K +$151K +222 +32%
WP
3745
WealthPLAN Partners
Nebraska
$577K -$687K -1,011 -53%
SIS
3746
Strategic Investment Solutions
Illinois
$577K +$6.12K +9 +1%
HBFP
3747
Henderson Brothers Financial Partners
Pennsylvania
$575K +$601K +884 New
AFW
3748
Atlantic Family Wealth
Florida
$575K – – –
MC
3749
Matisse Capital
Oregon
$574K -$57.1K -84 -9%
CWA
3750
CJM Wealth Advisers
Virginia
$572K +$115K +169 +24%
148 149
150
151 152