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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
3751
Alpine Bank Wealth Management
Colorado
$631K -$3.38K -5 -0.5%
LFP
3752
Lakeshore Financial Planning
Michigan
$630K +$20.3K +30 +3%
FWA
3753
Fidelis Wealth Advisors
Colorado
$629K +$624K +923 New
CHWM
3754
Cauble & Harre Wealth Management
Missouri
$629K +$622K +920 New
FA
3755
FF Advisors
California
$629K – – –
PIFP
3756
Partners in Financial Planning
Virginia
$628K +$1.35K +2 +0.2%
LW
3757
Lauer Wealth
Indiana
$627K -$11.5K -17 -2%
BFA
3758
Benedict Financial Advisors
Georgia
$626K +$620K +918 New
RFN
3759
Redwood Financial Network
Ohio
$625K +$71.6K +106 +13%
SCM
3760
Sunbeam Capital Management
Georgia
$624K +$676 +1 +0.1%
EFG
3761
Elevated Financial Group
Indiana
$624K +$767K +1,135 New
HFS
3762
Hoge Financial Services
Pennsylvania
$623K -$13.5K -20 -2%
RIA
3763
RPG Investment Advisory
California
$622K – – –
DFP
3764
Donalies Financial Planning
District of Columbia
$622K +$616K +912 New
PPWP
3765
Premier Path Wealth Partners
New Jersey
$622K -$149M -219,986 -100%
TP
3766
Thayer Partners
Pennsylvania
$621K +$616K +911 New
I
3767
InvesTrust
Oklahoma
$620K +$10.1K +15 +2%
SFS
3768
Sharp Financial Services
Pennsylvania
$619K – – –
BC
3769
Bulwark Capital
Florida
$619K +$231K +342 +61%
SAM
3770
Sompo Asset Management
Japan
$614K -$128K -190 -17%
KTM
3771
Keeler Thomas Management
Utah
$612K +$68.3K +101 +13%
MSWM
3772
McGlone Suttner Wealth Management
Wisconsin
$612K +$676 +1 +0.1%
TR
3773
Tepp RIA
New Jersey
$611K -$11.5K -17 -2%
AC
3774
Anson Capital
Georgia
$609K -$1.35K -2 -0.2%
SWM
3775
StoneCrest Wealth Management
Arizona
$609K +$8.11K +12 +1%
149 150
151
152 153