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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
3826
McNamara Financial Services
Massachusetts
$596K +$725 +1 +0.1%
HAC
3827
Harbor Advisory Corp
New Hampshire
$593K – – –
BFA
3828
Bluestem Financial Advisors
Illinois
$591K -$204K -282 -26%
SAS
3829
Spurstone Advisory Services
Connecticut
$591K +$146K +201 +34%
ACM
3830
Alessandra Capital Management
California
$589K -$28.3K -39 -5%
FB
3831
Finward Bancorp
Indiana
$588K -$5.08K -7 -0.9%
LWA
3832
LifeGoal Wealth Advisors
New York
$588K +$21K +29 +4%
BWA
3833
Boulder Wealth Advisors
Colorado
$588K – – –
PWM
3834
Parkway Wealth Management
Texas
$587K – – –
AIS
3835
American Investment Services
Massachusetts
$586K -$27.6K -38 -5%
USWIA
3836
UP Strategic Wealth Investment Advisors
Pennsylvania
$586K -$48.6K -67 -8%
WPWM
3837
Western Pacific Wealth Management
Illinois
$585K – – –
LWA
3838
Lantern Wealth Advisors
New York
$584K -$60.9K -84 -11%
SI
3839
Stonekeep Investments
New Mexico
$584K -$725 -1 -0.1%
CCM
3840
Crew Capital Management
Ohio
$584K – – –
HA
3841
HC Advisors
Georgia
$583K -$84.1K -116 -13%
DWM
3842
Darwin Wealth Management
Florida
$581K -$10.2K -14 -2%
IAG
3843
Ipsen Advisor Group
Arkansas
$579K -$9.43K -13 -2%
PE
3844
PCM Encore
Colorado
$579K -$58.7K -81 -9%
AWS
3845
Alliance Wealth Strategies
Virginia
$579K – – –
PS
3846
Planned Solutions
California
$578K – – –
MCIA
3847
Mountain Capital Investment Advisors
Colorado
$578K +$34.1K +47 +6%
DA
3848
Detalus Advisors
Missouri
$578K +$31.9K +44 +6%
IIA
3849
Integrity Investment Advisors
Colorado
$576K -$13.8K -19 -2%
SC
3850
Schoolcraft Capital
Colorado
$576K – – –
152 153
154
155 156