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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2026
Pullen Investment Management
Florida
$4.59M -$15.9K -22 -0.4%
RFA
2027
Resurgent Financial Advisors
Georgia
$4.58M -$1.24M -1,709 -22%
CWA
2028
Capital Wealth Alliance
Arizona
$4.57M -$1.45K -2 -0%
FWM
2029
Forza Wealth Management
Florida
$4.57M – – –
PWA
2030
Prairie Wealth Advisors
Nebraska
$4.55M – – –
SL
2031
Summitry LLC
California
$4.54M +$4.41M +6,085 New
EWM
2032
Edge Wealth Management
New York
$4.54M -$47.9K -66 -1%
SSWM
2033
Smith Salley Wealth Management
North Carolina
$4.54M -$1.49M -2,050 -25%
LSWP
2034
Liberty Square Wealth Partners
Pennsylvania
$4.53M -$252K -347 -5%
PC
2035
Permanens Capital
New York
$4.52M -$138K -190 -3%
CWM
2036
Clearview Wealth Management
California
$4.52M -$37.7K -52 -0.9%
JWS
2037
Juncture Wealth Strategies
Arizona
$4.52M +$101K +139 +2%
SCM
2038
Silvant Capital Management
Georgia
$4.51M – – –
RPWA
2039
Regent Peak Wealth Advisors
Georgia
$4.51M -$2.14M -2,956 -33%
SIP
2040
Snowwater Investment Partners
Connecticut
$4.51M +$725 +1 +0%
MMH
2041
Menora Mivtachim Holdings
Israel
$4.51M – – –
OAS
2042
Optivise Advisory Services
Tennessee
$4.51M +$78.3K +108 +2%
OCM
2043
Orleans Capital Management
Louisiana
$4.51M – – –
FCG
2044
Fielder Capital Group
Tennessee
$4.5M +$605K +834 +16%
OWA
2045
Opal Wealth Advisors
New York
$4.5M +$468K +646 +12%
SAM
2046
Smith Asset Management
Florida
$4.49M +$23.9K +33 +0.6%
VP
2047
Verum Partners
North Carolina
$4.49M +$430K +593 +11%
BIM
2048
Bridges Investment Management
Nebraska
$4.49M -$3.39M -4,677 -44%
CRIG
2049
Charter Research & Investment Group
Connecticut
$4.49M -$26.1K -36 -0.6%
SIG
2050
Spinnaker Investment Group
California
$4.48M +$1.89M +2,609 +77%
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