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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
3801
Sassicaia Capital Advisers
New York
$597K – – –
SPM
3802
Symmetry Peak Management
Pennsylvania
$597K +$580K +800 New
APSI
3803
Asset Planning Services Inc
Louisiana
$597K – – –
LAS
3804
Legacy Advisory Services
Pennsylvania
$596K +$91.4K +126 +19%
MFS
3805
McNamara Financial Services
Massachusetts
$596K +$725 +1 +0.1%
HAC
3806
Harbor Advisory Corp
New Hampshire
$593K – – –
BFA
3807
Bluestem Financial Advisors
Illinois
$591K -$204K -282 -26%
SAS
3808
Spurstone Advisory Services
Connecticut
$591K +$146K +201 +34%
ACM
3809
Alessandra Capital Management
California
$589K -$28.3K -39 -5%
FB
3810
Finward Bancorp
Indiana
$588K -$5.08K -7 -0.9%
LWA
3811
LifeGoal Wealth Advisors
New York
$588K +$21K +29 +4%
BWA
3812
Boulder Wealth Advisors
Colorado
$588K – – –
PWM
3813
Parkway Wealth Management
Texas
$587K – – –
AIS
3814
American Investment Services
Massachusetts
$586K -$27.6K -38 -5%
USWIA
3815
UP Strategic Wealth Investment Advisors
Pennsylvania
$586K -$48.6K -67 -8%
WPWM
3816
Western Pacific Wealth Management
Illinois
$585K – – –
LWA
3817
Lantern Wealth Advisors
New York
$584K -$60.9K -84 -11%
SI
3818
Stonekeep Investments
New Mexico
$584K -$725 -1 -0.1%
CCM
3819
Crew Capital Management
Ohio
$584K – – –
HA
3820
HC Advisors
Georgia
$583K -$84.1K -116 -13%
DWM
3821
Darwin Wealth Management
Florida
$581K -$10.2K -14 -2%
IAG
3822
Ipsen Advisor Group
Arkansas
$579K -$9.43K -13 -2%
PE
3823
PCM Encore
Colorado
$579K -$58.7K -81 -9%
AWS
3824
Alliance Wealth Strategies
Virginia
$579K – – –
PS
3825
Planned Solutions
California
$578K – – –
151 152
153
154 155