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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JBW
1826
Journey Beyond Wealth
Georgia
$4.14M -$14.7K -25 -0.3%
WAM
1827
Weinberger Asset Management
California
$4.12M -$192K -326 -4%
SBWIC
1828
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.12M -$73.5K -125 -2%
PWP
1829
Pursue Wealth Partners
California
$4.11M +$11.2K +19 +0.3%
AF
1830
Arrow Financial
New York
$4.1M -$14.7K -25 -0.3%
OBWG
1831
Onyx Bridge Wealth Group
New York
$4.09M +$266K +453 +7%
RWM
1832
Raffa Wealth Management
District of Columbia
$4.09M +$2.94K +5 +0.1%
HPIA
1833
Hamilton Point Investment Advisors
North Carolina
$4.09M -$47K -80 -1%
SC
1834
Steph & Co
Wisconsin
$4.06M -$50K -85 -1%
LIA
1835
LBMC Investment Advisors
Tennessee
$4.06M -$230K -392 -5%
LSWP
1836
Liberty Square Wealth Partners
Pennsylvania
$4.06M -$129K -220 -3%
TFS
1837
Thoroughbred Financial Services
Tennessee
$4.06M +$270K +459 +7%
BFA
1838
Beacon Financial Advisory
Ohio
$4.05M +$24.1K +41 +0.6%
BC
1839
Barrett & Company
Rhode Island
$4.04M -$58.2K -99 -1%
IAA
1840
Independent Advisor Alliance
North Carolina
$4.04M -$118M -201,472 -97%
PWM
1841
Power Wealth Management
Georgia
$4.04M -$255K -434 -6%
DFA
1842
DHJJ Financial Advisors
Illinois
$4.03M +$12.9K +22 +0.3%
FLI
1843
Family Legacy Inc
South Carolina
$4.02M -$386K -656 -8%
HP
1844
Holistic Planning
Texas
$4.02M +$2.12M +3,611 +101%
SFGP
1845
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.02M +$597K +1,016 +16%
AF
1846
Aldebaran Financial
$3.99M -$5.88K -10 -0.1%
RBFC
1847
Roman Butler Fullerton & Co
Missouri
$3.99M -$2.87M -4,883 -40%
RWS
1848
Resolute Wealth Strategies
Mississippi
$3.99M -$128K -217 -3%
NF
1849
Nikulski Financial
Iowa
$3.99M +$89.9K +153 +2%
PTP
1850
Platform Technology Partners
New York
$3.98M -$588 -1 -0%
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