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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1126
Avantax Planning Partners
Iowa
$7.15M -$357K -895 -5%
CAAM
1127
Cornerstone Advisors Asset Management
Pennsylvania
$7.15M +$71.4K +179 +1%
HC
1128
Hoese & Co
Minnesota
$7.14M -$393K -985 -5%
PWP
1129
Principle Wealth Partners
Connecticut
$7.12M -$222K -557 -3%
PWM
1130
Paulson Wealth Management
Illinois
$7.1M +$183K +459 +3%
PAI
1131
Pittenger & Anderson Inc
Nebraska
$7.08M -$263K -660 -4%
IGWM
1132
ICA Group Wealth Management
Colorado
$7.06M +$909K +2,279 +15%
EIG
1133
Ellenbecker Investment Group
Wisconsin
$7.05M -$186K -465 -3%
LSA
1134
Lansing Street Advisors
Pennsylvania
$7.01M +$275K +689 +4%
MSWMA
1135
Market Street Wealth Management Advisors
Indiana
$6.98M -$61K -153 -0.9%
BWP
1136
Balboa Wealth Partners
Arizona
$6.98M +$259K +648 +4%
AWE
1137
Avidian Wealth Enterprises
Texas
$6.94M +$1.4M +3,512 +26%
SIC
1138
Sigma Investment Counselors
Michigan
$6.93M -$575K -1,441 -8%
KNW
1139
Kesler Norman & Wride
Utah
$6.92M -$1.51M -3,778 -18%
MG
1140
Mather Group
Illinois
$6.91M +$581K +1,457 +9%
PWP
1141
Perfromance Wealth Partners
Illinois
$6.89M -$23.1K -58 -0.3%
RW
1142
REDW Wealth
New Mexico
$6.88M -$8.78K -22 -0.1%
DW
1143
Domani Wealth
Pennsylvania
$6.88M -$67.8K -170 -1%
KLCM
1144
KG&L Capital Management
Louisiana
$6.87M +$138K +346 +2%
AIM
1145
Avity Investment Management
Connecticut
$6.87M +$394K +987 +6%
KFS
1146
Kaizen Financial Strategies
California
$6.86M +$1.67M +4,183 +33%
CAMG
1147
CWA Asset Management Group
Florida
$6.85M +$447K +1,120 +7%
FGG
1148
Financial Guidance Group
Florida
$6.85M +$296K +743 +5%
SG
1149
StoneX Group
New York
$6.85M +$3.56M +8,935 +115%
EE
1150
EWG Elevate
California
$6.83M +$3.87M +9,700 +139%
44 45
46
47 48