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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
3751
Benedict Financial Advisors
Georgia
$626K +$620K +918 New
RFN
3752
Redwood Financial Network
Ohio
$625K +$71.6K +106 +13%
SCM
3753
Sunbeam Capital Management
Georgia
$624K +$676 +1 +0.1%
EFG
3754
Elevated Financial Group
Indiana
$624K +$767K +1,135 New
HFS
3755
Hoge Financial Services
Pennsylvania
$623K -$13.5K -20 -2%
RIA
3756
RPG Investment Advisory
California
$622K – – –
DFP
3757
Donalies Financial Planning
District of Columbia
$622K +$616K +912 New
PPWP
3758
Premier Path Wealth Partners
New Jersey
$622K -$149M -219,986 -100%
TP
3759
Thayer Partners
Pennsylvania
$621K +$616K +911 New
I
3760
InvesTrust
Oklahoma
$620K +$10.1K +15 +2%
SFS
3761
Sharp Financial Services
Pennsylvania
$619K – – –
BC
3762
Bulwark Capital
Florida
$619K +$231K +342 +61%
SAM
3763
Sompo Asset Management
Japan
$614K -$128K -190 -17%
KTM
3764
Keeler Thomas Management
Utah
$612K +$68.3K +101 +13%
MSWM
3765
McGlone Suttner Wealth Management
Wisconsin
$612K +$676 +1 +0.1%
TR
3766
Tepp RIA
New Jersey
$611K -$11.5K -17 -2%
AC
3767
Anson Capital
Georgia
$609K -$1.35K -2 -0.2%
SWM
3768
StoneCrest Wealth Management
Arizona
$609K +$8.11K +12 +1%
ZIG
3769
Zullo Investment Group
Pennsylvania
$607K -$64.2K -95 -10%
AFW
3770
Atlantic Family Wealth
Florida
$603K -$72.3K -107 -11%
HI
3771
Harper Investing
California
$603K +$597K +884 New
MIP
3772
Marietta Investment Partners
Wisconsin
$601K -$676 -1 -0.1%
SFG
3773
SevenBridge Financial Group
Pennsylvania
$600K -$4.73K -7 -0.8%
LWA
3774
Lineweaver Wealth Advisors
Ohio
$600K +$595K +880 New
LAS
3775
Legacy Advisory Services
Pennsylvania
$600K -$40.6K -60 -6%
149 150
151
152 153