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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
3751
Rahlfs Capital
Texas
$635K – – –
AC
3752
Arjuna Capital
North Carolina
$633K – – –
JT
3753
Jupiter Topco
New York
$631K +$613K +845 New
EIA
3754
Eastover Investment Advisors
North Carolina
$631K – – –
WWM
3755
WJ Wealth Management
Arizona
$629K -$4.35K -6 -0.7%
PPWP
3756
Premier Path Wealth Partners
New Jersey
$629K -$43.5K -60 -7%
BIM
3757
Barton Investment Management
Pennsylvania
$627K – – –
FF
3758
Farnam Financial
Arizona
$627K – – –
BIA
3759
Beacon Investment Advisors
Maryland
$626K – – –
AWM
3760
Aviso Wealth Management
Washington
$626K +$10.2K +14 +2%
IW
3761
Instrumental Wealth
Florida
$624K +$28.3K +39 +5%
LW
3762
Lauer Wealth
Indiana
$623K -$36.3K -50 -6%
SH
3763
SLT Holdings
Arizona
$622K -$15.2K -21 -2%
CCMI
3764
Creative Capital Management Investments
California
$622K -$2.9K -4 -0.5%
PWM
3765
Parkshore Wealth Management
California
$622K +$1.45K +2 +0.2%
CCAL
3766
City Center Advisors LLC
Michigan
$621K -$5.8K -8 -1%
SDJVC
3767
St. Denis J. Villere & Co
Louisiana
$620K -$21.8K -30 -3%
ANC
3768
Ames National Corp
Iowa
$618K – – –
BWM
3769
Boyd Wealth Management
California
$618K – – –
FAM
3770
Flaharty Asset Management
Florida
$616K -$2.29M -3,155 -79%
TSM
3771
Two Star Manager
Florida
$615K – – –
KW
3772
KWB Wealth
California
$615K +$211K +291 +55%
RTC
3773
Real Talk Capital
Tennessee
$615K +$597K +824 New
Q1WB
3774
Quest 10 Wealth Builders
Virginia
$614K – – –
MAM
3775
MWA Asset Management
Massachusetts
$614K -$109K -150 -15%
149 150
151
152 153