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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VG
976
Visualize Group
New York
$16.9M +$2.7M +4,726 +40%
WA
977
Wealth Architects
California
$16.9M -$59.5K -104 -0.4%
FF
978
Fluent Financial
Texas
$16.8M -$8.58M -15,010 -36%
TWA
979
Tandem Wealth Advisors
Arizona
$16.8M +$2.39M +4,187 +18%
CWM
980
Cornerstone Wealth Management
Missouri
$16.8M +$453K +792 +3%
AAM
981
American Asset Management
Florida
$16.8M +$141K +247 +0.9%
NCM
982
Neumann Capital Management
California
$16.8M -$99.5K -174 -0.6%
SHJ
983
Sharkey, Howes & Javer
Colorado
$16.8M -$1.68M -2,935 -10%
BCM
984
Basso Capital Management
Connecticut
$16.8M – – –
IAS
985
IMA Advisory Services
Colorado
$16.8M +$46.9K +82 +0.3%
BAM
986
Brave Asset Management
New Jersey
$16.7M -$12.1M -21,227 -44%
AWM
987
Arista Wealth Management
Nevada
$16.7M +$13.5M +23,534 +664%
DAS
988
Dynamic Advisor Solutions
Arizona
$16.7M +$368K +643 +2%
RIM
989
Rockbridge Investment Management
New York
$16.7M +$2.86K +5 +0%
IWA
990
Icon Wealth Advisors
Texas
$16.6M +$161K +282 +1%
RIL
991
Rothschild Investment LLC
Illinois
$16.6M +$529K +925 +4%
OPCM
992
Osborne Partners Capital Management
California
$16.6M +$277K +485 +2%
OL
993
Optas LLC
Texas
$16.6M – – –
FFA
994
Fi3 Financial Advisors
Indiana
$16.6M -$157K -275 -1%
KFS
995
Kaizen Financial Strategies
California
$16.6M -$1.13M -1,982 -7%
CFP
996
Catalyst Financial Partners
Massachusetts
$16.6M +$2.55M +4,464 +20%
GFP
997
Gryphon Financial Partners
Ohio
$16.6M +$160K +280 +1%
TYCC
998
Texas Yale Capital Corp
Florida
$16.6M +$1.25M +2,190 +9%
FCMC
999
Founders Capital Management (Connecticut)
Connecticut
$16.6M -$91.5K -160 -0.6%
SC
1000
SouthState Corp
Florida
$16.5M +$57.7K +101 +0.4%
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