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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3851
Prairie Wealth Advisors
Nebraska
$551K -$544K -805 Closed
WWM
3852
WJ Wealth Management
Arizona
$551K +$35.8K +53 +7%
AWP
3853
Avid Wealth Partners
Texas
$549K +$33.1K +49 +6%
IW
3854
Instrumental Wealth
Florida
$549K +$101K +150 +23%
EW
3855
Enzi Wealth
Texas
$547K -$58.8K -87 -10%
NCM
3856
New Capital Management
Texas
$547K -$12.8K -19 -2%
BG
3857
Bollard Group
Massachusetts
$546K – – –
HA
3858
HC Advisors
Georgia
$546K – – –
FZCM
3859
Flynn Zito Capital Management
New York
$545K +$676 +1 +0.1%
APSI
3860
Asset Planning Services Inc
Louisiana
$545K -$27K -40 -5%
SH
3861
SLT Holdings
Arizona
$544K -$20.3K -30 -4%
KPWM
3862
KDK Private Wealth Management
Texas
$542K – – –
HAC
3863
Harbor Advisory Corp
New Hampshire
$541K – – –
FB
3864
Finward Bancorp
Indiana
$541K -$18.9K -28 -3%
DWM
3865
Darwin Wealth Management
Florida
$540K +$1.28M +1,898 +243%
FF
3866
Farrow Financial
Vermont
$540K -$5.41K -8 -1%
ACG
3867
Allen Capital Group
Nebraska
$538K +$18.2K +27 +4%
BWA
3868
Boulder Wealth Advisors
Colorado
$536K – – –
BFA
3869
Bluestem Financial Advisors
Illinois
$536K -$47.3K -70 -8%
RS
3870
Rakuten Securities
Japan
$536K +$153K +226 +40%
PWM
3871
Parkway Wealth Management
Texas
$535K +$530K +784 New
AHC
3872
Adell Harriman & Carpenter
Texas
$535K – – –
AFWM
3873
AMJ Financial Wealth Management
Virginia
$535K +$1.35K +2 +0.3%
WPWM
3874
Western Pacific Wealth Management
Illinois
$534K – – –
BHPW
3875
Beverly Hills Private Wealth
California
$533K – – –
153 154
155
156 157