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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
726
Roble Belko & Company
Pennsylvania
$17.9M +$141K +318 +0.8%
MWM
727
Moran Wealth Management
Florida
$17.9M -$23.1K -52 -0.1%
BL
728
BFSG LLC
California
$17.8M +$15.9M +35,762 +599%
LCM
729
LCM Capital Management
Illinois
$17.8M +$1.1M +2,481 +6%
GWAM
730
Guardian Wealth Advisors (Minnesota)
Minnesota
$17.7M -$48.5K -109 -0.3%
CWA
731
Clarity Wealth Advisors
California
$17.7M +$805K +1,811 +5%
AWM
732
Angeles Wealth Management
California
$17.7M -$43.6K -98 -0.2%
FBB
733
Fulton Breakefield Broenniman
Maryland
$17.7M +$9.34K +21 +0.1%
RBC
734
Romano Brothers & Co
Illinois
$17.7M +$701K +1,577 +4%
CAG
735
Crestwood Advisors Group
Massachusetts
$17.7M +$80.9K +182 +0.4%
CI
736
Cavalier Investments
Georgia
$17.6M -$4.29M -9,645 -19%
CCM
737
Chilton Capital Management
Texas
$17.6M -$335K -753 -2%
MSFS
738
Main Street Financial Solutions
Pennsylvania
$17.6M +$7.27M +16,339 +66%
PWA
739
Provenance Wealth Advisors
Florida
$17.5M +$18.3M +41,043 New
LFASL
740
Lugano Financial Advisors SA (LFA)
Switzerland
$17.5M -$3.27M -7,353 -15%
AWM
741
Aprio Wealth Management
Georgia
$17.5M +$403K +906 +2%
WWA
742
WCG Wealth Advisors
Nevada
$17.4M +$18.1M +40,762 New
CCM
743
Ciovacco Capital Management
Georgia
$17.4M +$213K +480 +1%
CWP
744
Curated Wealth Partners
California
$17.4M +$331K +744 +2%
BWM
745
Brickley Wealth Management
California
$17.4M +$823K +1,851 +5%
SC
746
Sepio Capital
Utah
$17.3M +$585K +1,316 +3%
MCM
747
Monument Capital Management
Virginia
$17.2M -$466K -1,047 -3%
WWM
748
Western Wealth Management
Colorado
$17.1M -$983K -2,211 -5%
AP
749
Archon Partners
New Jersey
$17.1M – – –
LA
750
Lane & Associates
New Jersey
$17M +$1.34M +3,005 +8%
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