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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
4201
Vermillion & White Wealth Management Group
Pennsylvania
$45.7K -$2.95K -5 -6%
TCG
4202
Transcendent Capital Group
Oklahoma
$45.7K -$1.77K -3 -4%
FIA
4203
FPC Investment Advisory
California
$45.1K – – –
DWA
4204
Delos Wealth Advisors
Texas
$44.5K +$24.7K +42 +124%
CL
4205
CSS LLC
Illinois
$43.4K -$32.7M -55,474 -100%
EPW
4206
Evergreen Private Wealth
Colorado
$39.9K – – –
LFA
4207
Legend Financial Advisors
Pennsylvania
$37.5K -$1.18K -2 -3%
SRCM
4208
Signature Resources Capital Management
California
$37.5K +$37.7K +64 New
CFS
4209
CGC Financial Services
Oregon
$35.2K – – –
OCM
4210
Orion Capital Management
California
$34K +$34.2K +58 New
PIS
4211
POM Investment Strategies
North Carolina
$33.4K +$33.6K +57 New
IMC
4212
Investment Management Corporation
Virginia
$33.1K +$33K +56 New
RFG
4213
REAP Financial Group
Texas
$32.2K -$21.2K -36 -40%
LC
4214
Luminist Capital
Michigan
$31.3K +$31.2K +53 New
CFG
4215
Chapman Financial Group
Hawaii
$30.5K +$30.6K +52 New
PS
4216
PayPay Securities
Japan
$30.5K +$24.2K +41 +373%
BC
4217
Broadwater Capital
Massachusetts
$29.6K – – –
GPFA
4218
Game Plan Financial Advisors
Ohio
$29.3K – – –
CPL
4219
Capital & Planning LLC
Georgia
$24K +$24.2K +41 New
1IA
4220
1620 Investment Advisors
Massachusetts
$24K – – –
DFC
4221
DB Fitzpatrick & Co
Idaho
$22.9K – – –
SC
4222
Sawyer & Company
Massachusetts
$22K – – –
WAG
4223
Wiser Advisor Group
Arizona
$20.5K +$20.6K +35 New
FC
4224
Fairscale Capital
New Hampshire
$19.7K – – –
VWA
4225
Valued Wealth Advisors
Utah
$19.2K +$589 +1 +3%
167 168
169
170 171