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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
3776
WJ Wealth Management
Arizona
$629K -$4.35K -6 -0.7%
PPWP
3777
Premier Path Wealth Partners
New Jersey
$629K -$43.5K -60 -7%
BIM
3778
Barton Investment Management
Pennsylvania
$627K – – –
FF
3779
Farnam Financial
Arizona
$627K – – –
BIA
3780
Beacon Investment Advisors
Maryland
$626K – – –
AWM
3781
Aviso Wealth Management
Washington
$626K +$10.2K +14 +2%
IW
3782
Instrumental Wealth
Florida
$624K +$28.3K +39 +5%
LW
3783
Lauer Wealth
Indiana
$623K -$36.3K -50 -6%
SH
3784
SLT Holdings
Arizona
$622K -$15.2K -21 -2%
CCMI
3785
Creative Capital Management Investments
California
$622K -$2.9K -4 -0.5%
PWM
3786
Parkshore Wealth Management
California
$622K +$1.45K +2 +0.2%
CCAL
3787
City Center Advisors LLC
Michigan
$621K -$5.8K -8 -1%
SDJVC
3788
St. Denis J. Villere & Co
Louisiana
$620K -$21.8K -30 -3%
ANC
3789
Ames National Corp
Iowa
$618K – – –
BWM
3790
Boyd Wealth Management
California
$618K – – –
FAM
3791
Flaharty Asset Management
Florida
$616K -$2.29M -3,155 -79%
TSM
3792
Two Star Manager
Florida
$615K – – –
KW
3793
KWB Wealth
California
$615K +$211K +291 +55%
RTC
3794
Real Talk Capital
Tennessee
$615K +$597K +824 New
Q1WB
3795
Quest 10 Wealth Builders
Virginia
$614K – – –
MAM
3796
MWA Asset Management
Massachusetts
$614K -$109K -150 -15%
CRI
3797
Colonial River Investments
Virginia
$614K +$2.9K +4 +0.5%
WAM
3798
Worth Asset Management
Texas
$613K – – –
KFG
3799
Kelly Financial Group
Connecticut
$612K +$10.9K +15 +2%
HCP
3800
Hamilton Capital Partners
Georgia
$611K -$5.39M -7,430 -90%
150 151
152
153 154