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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
3826
Directional Asset Management
Illinois
$565K +$560K +828 New
IIA
3827
Integrity Investment Advisors
Colorado
$564K +$676 +1 +0.1%
BWS
3828
Broadway Wealth Solutions
Texas
$563K +$558K +826 New
CIA
3829
Covington Investment Advisors
Pennsylvania
$563K +$168K +249 +43%
PWM
3830
Parkshore Wealth Management
California
$563K – – –
BSWM
3831
Boston Standard Wealth Management
Massachusetts
$563K +$8.79K +13 +2%
FLA
3832
Financial Life Advisors
Texas
$563K -$26.4K -39 -5%
OPA
3833
Old Port Advisors
Maine
$562K -$85.2K -126 -13%
TSM
3834
Two Star Manager
Florida
$562K -$18.4M -27,200 -97%
DWM
3835
Dopkins Wealth Management
New York
$562K -$75K -111 -12%
SCA
3836
SMH Capital Advisors
Texas
$559K -$3.38K -5 -0.6%
BCWM
3837
Ball & Co Wealth Management
Tennessee
$558K +$552K +817 New
PE
3838
PCM Encore
Colorado
$558K +$553K +818 New
EU
3839
Emory University
Georgia
$556K -$23.7K -35 -4%
WFS
3840
WealthGarden F.S.
California
$556K -$56.8K -84 -9%
CNAM
3841
Campbell Newman Asset Management
Wisconsin
$555K +$550K +814 New
HOWA
3842
Hudson Oak Wealth Advisory
New Jersey
$554K +$549K +812 New
GCP
3843
Gill Capital Partners
Colorado
$552K -$20.3K -30 -4%
PWA
3844
Prairie Wealth Advisors
Nebraska
$551K -$544K -805 Closed
WWM
3845
WJ Wealth Management
Arizona
$551K +$35.8K +53 +7%
AWP
3846
Avid Wealth Partners
Texas
$549K +$33.1K +49 +6%
IW
3847
Instrumental Wealth
Florida
$549K +$101K +150 +23%
EW
3848
Enzi Wealth
Texas
$547K -$58.8K -87 -10%
NCM
3849
New Capital Management
Texas
$547K -$12.8K -19 -2%
BG
3850
Bollard Group
Massachusetts
$546K – – –
152 153
154
155 156