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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2026
Deltec Asset Management
New York
$4.63M -$2.9K -4 -0.1%
IIWM
2027
Investment Insight Wealth Management
New York
$4.63M +$15.2K +21 +0.3%
PPW
2028
Presilium Private Wealth
Pennsylvania
$4.62M +$3.98M +5,486 +778%
EPM
2029
Elm Partners Management
Pennsylvania
$4.62M -$8.7K -12 -0.2%
CFMC
2030
Curbstone Financial Management Corp
New Hampshire
$4.6M -$98.6K -136 -2%
WFA
2031
WJ Financial Advisors
Connecticut
$4.6M +$53.7K +74 +1%
FVCM
2032
F&V Capital Management
Florida
$4.59M -$50.8K -70 -1%
TCWM
2033
Total Clarity Wealth Management
Illinois
$4.59M -$144K -198 -3%
EGWAG
2034
Elwood & Goetz Wealth Advisory Group
Georgia
$4.59M +$283K +391 +7%
PIM
2035
Pullen Investment Management
Florida
$4.59M -$15.9K -22 -0.4%
RFA
2036
Resurgent Financial Advisors
Georgia
$4.58M -$1.24M -1,709 -22%
CWA
2037
Capital Wealth Alliance
Arizona
$4.57M -$1.45K -2 -0%
FWM
2038
Forza Wealth Management
Florida
$4.57M – – –
PWA
2039
Prairie Wealth Advisors
Nebraska
$4.55M – – –
SL
2040
Summitry LLC
California
$4.54M +$4.41M +6,085 New
EWM
2041
Edge Wealth Management
New York
$4.54M -$47.9K -66 -1%
SSWM
2042
Smith Salley Wealth Management
North Carolina
$4.54M -$1.49M -2,050 -25%
LSWP
2043
Liberty Square Wealth Partners
Pennsylvania
$4.53M -$252K -347 -5%
PC
2044
Permanens Capital
New York
$4.52M -$138K -190 -3%
CWM
2045
Clearview Wealth Management
California
$4.52M -$37.7K -52 -0.9%
JWS
2046
Juncture Wealth Strategies
Arizona
$4.52M +$101K +139 +2%
AIM
2047
Anchor Investment Management
South Carolina
$4.51M -$1.38M -1,903 -24%
SCM
2048
Silvant Capital Management
Georgia
$4.51M – – –
RPWA
2049
Regent Peak Wealth Advisors
Georgia
$4.51M -$2.14M -2,956 -33%
SIP
2050
Snowwater Investment Partners
Connecticut
$4.51M +$725 +1 +0%
80 81
82
83 84