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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
3901
Independent Solutions Wealth Management
New York
$295K -$1.77K -3 -0.6%
BWG
3902
Boomfish Wealth Group
Georgia
$295K – – –
VIP
3903
Vantage Investment Partners
Missouri
$295K – – –
CM
3904
Cornerstone Management
Georgia
$295K -$17.7K -30 -6%
RWM
3905
Revisor Wealth Management
Ohio
$294K -$140K -237 -32%
PCMM
3906
Piedmont Capital Management (Montana)
Montana
$294K – – –
RCM
3907
Richardson Capital Management
Wisconsin
$294K -$2.36K -4 -0.8%
PAW
3908
Plan A Wealth
Nebraska
$294K +$295K +501 New
DFG
3909
Dynamic Financial Group
Iowa
$294K +$295K +501 New
FAI
3910
Fiduciary Advisors Inc
Missouri
$293K +$295K +500 New
TFA
3911
Teamwork Financial Advisors
Texas
$292K +$5.3K +9 +2%
KPP
3912
Kings Path Partners
Texas
$291K -$3.54K -6 -1%
TF
3913
TME Financial
California
$291K +$299K +508 New
SWP
3914
ShoreHaven Wealth Partners
New Jersey
$290K – – –
SL
3915
Summitry LLC
California
$290K +$291K +494 New
TPWM
3916
Twelve Points Wealth Management
Massachusetts
$289K -$23K -39 -7%
DA
3917
Dash Acquisitions
California
$289K +$282K +478 New
CIR
3918
Clear Investment Research
Georgia
$289K – – –
CA
3919
CWC Advisors
Oregon
$288K +$5.89K +10 +2%
PBF
3920
Petix & Botte Financial
California
$287K – – –
TIAAOA
3921
Teachers Insurance & Annuity Association of America
New York
$287K -$284K -482 -50%
V
3922
ViaWealth
Kansas
$287K – – –
SC
3923
Schiavi & Co
Delaware
$286K – – –
FPW
3924
Flywheel Private Wealth
California
$286K +$288K +488 New
CNWM
3925
Clay Northam Wealth Management
California
$285K +$4.71K +8 +2%
155 156
157
158 159