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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
3776
Gentry Private Wealth
Kansas
$323K +$340K +578 New
AC
3777
Applied Capital
Arkansas
$323K -$36.4K -62 -10%
ASW
3778
Astoria Strategic Wealth
Texas
$323K – – –
SFCL
3779
Strengthening Families & Communities LLC
Massachusetts
$321K +$124K +211 +58%
PA
3780
PSI Advisors
Florida
$321K -$84.1K -143 -20%
SAS
3781
Spurstone Advisory Services
Connecticut
$321K -$5.29K -9 -2%
CA
3782
Crane Advisory
California
$320K – – –
KG
3783
Kilter Group
New York
$320K +$1.18K +2 +0.4%
SFP
3784
Strategic Financial Partners
Oregon
$320K – – –
MWM
3785
Mindset Wealth Management
Indiana
$319K +$336K +571 New
CWP
3786
Corepath Wealth Partners
Arizona
$319K – – –
SA
3787
swisspartners Advisors
Switzerland
$319K -$65.8K -112 -15%
MPW
3788
Melone Private Wealth
Michigan
$318K +$101K +171 +43%
BCAM
3789
Boston Common Asset Management
Massachusetts
$318K -$137K -233 -29%
EMC
3790
Everest Management Corp
California
$318K +$588 +1 +0.2%
CSIA
3791
Conrad Siegel Investment Advisors
Pennsylvania
$318K +$334K +568 New
WLPWM
3792
Walled Lake Planning & Wealth Management
Illinois
$317K +$588 +1 +0.2%
PRTG
3793
Post Resch Tallon Group
New York
$317K -$20K -34 -6%
ISWM
3794
Independent Solutions Wealth Management
New York
$317K +$36.4K +62 +12%
RB
3795
Renasant Bank
Mississippi
$316K -$70.5K -120 -18%
PCM
3796
Park Capital Management
Wisconsin
$316K +$11.8K +20 +4%
V
3797
ViaWealth
Kansas
$314K +$42.3K +72 +15%
WMS
3798
Wealth Management Strategies
Pennsylvania
$314K +$1.18K +2 +0.4%
FWMP
3799
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$313K – – –
KB
3800
Kimelman & Baird
New York
$312K -$24.7K -42 -7%
150 151
152
153 154