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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
3826
Straight Path Wealth Management
Michigan
$334K +$309K +541 New
UWP
3827
Uniting Wealth Partners
Kansas
$334K -$4K -7 -1%
MPW
3828
Melone Private Wealth
Michigan
$333K -$15.4K -27 -5%
CMA
3829
Cedar Mountain Advisors
Oregon
$333K +$42.9K +75 +16%
SCA
3830
Stillwater Capital Advisors
Pennsylvania
$332K +$14.9K +26 +5%
SM
3831
Sweeney & Michel
California
$331K +$2.29K +4 +0.8%
AWA
3832
Aquire Wealth Advisors
Utah
$331K – – –
DEM
3833
Disciplined Equity Management
Florida
$329K – – –
BHA
3834
Beech Hill Advisors
New York
$329K -$315K -551 -51%
BHPW
3835
Beverly Hills Private Wealth
California
$328K – – –
SNBOSCI
3836
Security National Bank of Sioux City Iowa
Iowa
$327K – – –
NFA
3837
Northwest Financial Advisors
Virginia
$327K -$960K -1,680 -76%
SS
3838
Sound Stewardship
Kansas
$327K +$14.3K +25 +5%
NAMM
3839
NorthStar Asset Management (Massachusetts)
Massachusetts
$327K +$302K +529 New
IA
3840
Inspire Advisors
Idaho
$326K +$302K +528 New
HIMS
3841
Hager Investment Management Services
New Hampshire
$326K -$13.7K -24 -4%
CIA
3842
Covington Investment Advisors
Pennsylvania
$326K – – –
TI
3843
tru Independence
Oregon
$326K -$151K -264 -33%
KWM
3844
Koa Wealth Management
California
$326K +$56.6K +99 +23%
LAMC
3845
Longview Asset Management (California)
California
$326K – – –
CA
3846
CWC Advisors
Oregon
$325K +$25.2K +44 +9%
DA
3847
Dash Acquisitions
California
$325K – – –
SFG
3848
Synergy Financial Group
California
$324K – – –
PBF
3849
Petix & Botte Financial
California
$323K – – –
AV
3850
Aspiring Ventures
Ohio
$323K – – –
152 153
154
155 156