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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
3826
J.M. Forbes & Co
Massachusetts
$569K +$12.2K +18 +2%
KFG
3827
Kelly Financial Group
Connecticut
$568K -$25K -37 -4%
HPWM
3828
High Point Wealth Management
New Jersey
$568K +$562K +832 New
WP
3829
Woodline Partners
California
$567K -$60M -88,776 -99%
VCMGDR
3830
Vinland Capital Management Gestora de Recursos
Brazil
$566K +$102K +151 New
BWM
3831
Boyd Wealth Management
California
$565K -$94.6K -140 -14%
ACM
3832
Alessandra Capital Management
California
$565K +$560K +828 New
DAM
3833
Directional Asset Management
Illinois
$565K +$560K +828 New
IIA
3834
Integrity Investment Advisors
Colorado
$564K +$676 +1 +0.1%
BWS
3835
Broadway Wealth Solutions
Texas
$563K +$558K +826 New
CIA
3836
Covington Investment Advisors
Pennsylvania
$563K +$168K +249 +43%
PWM
3837
Parkshore Wealth Management
California
$563K – – –
BSWM
3838
Boston Standard Wealth Management
Massachusetts
$563K +$8.79K +13 +2%
FLA
3839
Financial Life Advisors
Texas
$563K -$26.4K -39 -5%
OPA
3840
Old Port Advisors
Maine
$562K -$85.2K -126 -13%
TSM
3841
Two Star Manager
Florida
$562K -$18.4M -27,200 -97%
DWM
3842
Dopkins Wealth Management
New York
$562K -$75K -111 -12%
SCA
3843
SMH Capital Advisors
Texas
$559K -$3.38K -5 -0.6%
BCWM
3844
Ball & Co Wealth Management
Tennessee
$558K +$552K +817 New
PE
3845
PCM Encore
Colorado
$558K +$553K +818 New
EU
3846
Emory University
Georgia
$556K -$23.7K -35 -4%
WFS
3847
WealthGarden F.S.
California
$556K -$56.8K -84 -9%
CNAM
3848
Campbell Newman Asset Management
Wisconsin
$555K +$550K +814 New
HOWA
3849
Hudson Oak Wealth Advisory
New Jersey
$554K +$549K +812 New
GCP
3850
Gill Capital Partners
Colorado
$552K -$20.3K -30 -4%
152 153
154
155 156