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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
3801
Strategic Financial Partners
Oregon
$611K +$150K +207 +34%
S4W
3802
Solutions 4 Wealth
Texas
$610K -$231K -318 -28%
OWP
3803
ORG Wealth Partners
Texas
$609K -$170K -234 -22%
FI
3804
FWG Investments
Kentucky
$608K -$3.63K -5 -0.6%
AFC
3805
Ares Financial Consulting
California
$607K +$357K +492 +153%
SPWM
3806
Straight Path Wealth Management
Michigan
$607K +$725 +1 +0.1%
AWP
3807
Atlas Wealth Partners
Pennsylvania
$607K -$224K -309 -28%
CWA
3808
CJM Wealth Advisers
Virginia
$607K -$48.6K -67 -8%
HOWA
3809
Hudson Oak Wealth Advisory
New Jersey
$606K – – –
RCA
3810
Rose Capital Advisors
Florida
$605K +$587K +810 New
GWM
3811
GDS Wealth Management
Texas
$604K +$223K +307 +131%
BWS
3812
Broadway Wealth Solutions
Texas
$603K +$1.45K +2 +0.2%
LFP
3813
Lakeshore Financial Planning
Michigan
$603K +$97.2K +134 +20%
SCA
3814
SMH Capital Advisors
Texas
$602K -$10.2K -14 -2%
MSWM
3815
Mowery & Schoenfeld Wealth Management
Illinois
$601K – – –
BHPW
3816
Beverly Hills Private Wealth
California
$600K +$7.97K +11 +1%
AHC
3817
Adell Harriman & Carpenter
Texas
$600K -$109K -150 -16%
HAIM
3818
Hunter Associates Investment Management
Pennsylvania
$599K +$210K +290 +57%
NCM
3819
New Capital Management
Texas
$599K – – –
SLWM
3820
Stone Loft Wealth Management
Pennsylvania
$599K – – –
ICCON
3821
Investment Counsel Company of Nevada
Nevada
$598K +$301K +415 +108%
SCA
3822
Sassicaia Capital Advisers
New York
$597K – – –
SPM
3823
Symmetry Peak Management
Pennsylvania
$597K +$580K +800 New
APSI
3824
Asset Planning Services Inc
Louisiana
$597K – – –
LAS
3825
Legacy Advisory Services
Pennsylvania
$596K +$91.4K +126 +19%
151 152
153
154 155