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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
4501
Copia Wealth Management
Oregon
$190K -$7.25K -10 -4%
GWM
4502
Gilpin Wealth Management
Colorado
$190K +$12.3K +17 +7%
LCM
4503
Logan Capital Management
Pennsylvania
$189K +$184K +254 New
CWP
4504
Clark Wealth Partners
Illinois
$186K – – –
AIA
4505
Aventus Investment Advisors
Florida
$184K +$3.63K +5 +2%
DCM
4506
Dorato Capital Management
Colorado
$178K – – –
PWMG
4507
Prestige Wealth Management Group
New Jersey
$174K +$14.5K +20 +9%
BP
4508
BNP Paribas
France
$174K – – –
AF
4509
Abound Financial
California
$168K – – –
FIM
4510
FWL Investment Management
Texas
$166K +$1.45K +2 +0.9%
LC
4511
Luminist Capital
Michigan
$165K -$26.8K -37 -14%
HCM
4512
Horrell Capital Management
Arkansas
$164K – – –
KTC
4513
Kentucky Trust Company
Kentucky
$161K +$16.7K +23 +12%
SFO
4514
Standard Family Office
South Dakota
$157K – – –
BW
4515
Basepoint Wealth
Iowa
$154K +$4.35K +6 +3%
SWIM
4516
Smallwood Wealth Investment Management
New Jersey
$153K – – –
MCI
4517
MRP Capital Investments
Georgia
$152K – – –
SAP
4518
Strategic Advisory Partners
North Carolina
$152K +$147K +203 New
SWP
4519
SIMA Wealth Partners
Virginia
$152K – – –
CT
4520
Clearstead Trust
Maine
$149K +$17.4K +24 +14%
GSIS
4521
Global Strategic Investment Solutions
Arizona
$149K -$10.8M -14,851 -99%
CFG
4522
Cambridge Financial Group
Ohio
$146K -$61.6K -85 -30%
MHR
4523
Matthew Hamilton Rosenberg
$146K – – –
FPF
4524
First Pacific Financial
Washington
$145K +$39.1K +54 +39%
TWM
4525
Tripletail Wealth Management
Florida
$143K – – –
179 180
181
182 183