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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFGP
1801
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$6.03M -$717K -989 -11%
LWM
1802
LJI Wealth Management
Indiana
$6.01M -$872K -1,203 -13%
T
1803
TrustBank
Illinois
$5.99M -$223K -308 -4%
RL
1804
Retireful LLC
Michigan
$5.96M +$3.36M +4,636 +138%
LAS
1805
LWM Advisory Services
Florida
$5.96M -$10.1M -13,896 -64%
PWM
1806
Pines Wealth Management
North Carolina
$5.94M -$124K -171 -2%
FCM
1807
Fell Capital Management
California
$5.94M -$154K -213 -3%
CWM
1808
ClientFirst Wealth Management
Arkansas
$5.94M – – –
MIM
1809
MTM Investment Management
South Carolina
$5.94M +$28.3K +39 +0.5%
W
1810
WPWealth
Texas
$5.93M -$149K -206 -3%
CCM
1811
Cohen Capital Management
California
$5.93M +$1.45K +2 +0%
WTA
1812
Washington Trust Advisors
Massachusetts
$5.92M +$780K +1,076 +16%
PCA
1813
Prosperity Capital Advisors
Ohio
$5.92M -$1.31M -1,804 -19%
MBWA
1814
Marin Bay Wealth Advisors
California
$5.92M -$93.5M -128,976 -94%
IWP
1815
Invenio Wealth Partners
Florida
$5.92M -$138K -190 -2%
TVWM
1816
Tower View Wealth Management
Wisconsin
$5.91M +$4.35K +6 +0.1%
1L
1817
10Elms LLP
Oklahoma
$5.89M +$1.09M +1,509 +24%
UPS
1818
UHLMANN PRICE SECURITIES
Illinois
$5.89M +$1.99M +2,751 +54%
LFA
1819
Laraway Financial Advisors
Minnesota
$5.89M -$72.5K -100 -1%
SAM
1820
Smartleaf Asset Management
Massachusetts
$5.88M – – –
FFB
1821
First Financial Bankshares
Texas
$5.88M – – –
FAG
1822
Fortitude Advisory Group
Washington
$5.87M -$827K -1,141 -13%
EM
1823
ELCO Management
New York
$5.86M +$42K +58 +0.7%
IGGA
1824
Iron Gate Global Advisors
Utah
$5.84M +$76.9K +106 +1%
GWA
1825
Gratus Wealth Advisors
Virginia
$5.84M – – –
71 72
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