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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2026
Kathmere Capital Management
Pennsylvania
$459K +$41.2K +135 +8%
BFP
2027
Briaud Financial Planning
Texas
$453K – – –
AB
2028
Atlas Brown
Kentucky
$453K +$169K +555 +46%
MPW
2029
MA Private Wealth
California
$453K +$536K +1,758 New
KCPG
2030
Kavar Capital Partners Group
Kansas
$452K +$202K +663 +61%
WIA
2031
Wealthstreet Investment Advisors
Texas
$450K -$712K -2,333 -57%
GC
2032
GFG Capital
Florida
$449K +$3.35K +11 +0.6%
DFG
2033
DWM Financial Group
Illinois
$444K +$181K +592 +52%
CRWM
2034
Castle Rock Wealth Management
California
$443K -$404K -1,326 -46%
CGH
2035
Crossmark Global Holdings
Texas
$440K -$3.14M -10,307 -86%
FPIS
2036
Financial Planning & Information Services
Wisconsin
$439K -$2.13K -7 -0.4%
WA
2037
Wealthstar Advisors
Texas
$439K +$122K +401 +31%
CP
2038
Camelot Portfolios
Ohio
$439K +$377K +1,237 +267%
MCP
2039
Maso Capital Partners
Hong Kong
$438K +$519K +1,700 New
SFC
2040
SYM Financial Corp
Indiana
$433K -$58.9K -193 -10%
GG
2041
Greenwood Gearhart
Arkansas
$433K +$281K +920 +121%
CSPIA
2042
Cary Street Partners Investment Advisory
Virginia
$432K -$108K -355 -17%
MAP
2043
Managed Asset Portfolios
Michigan
$431K +$510K +1,672 New
WR
2044
Watson Rebecca
$428K – – –
HSWM
2045
Hubbell Strickland Wealth Management
Louisiana
$425K +$24.4K +80 +5%
FFW
2046
Fusion Family Wealth
New York
$424K -$7.63K -25 -2%
MC
2047
Miramar Capital
Illinois
$422K – – –
MPW
2048
Monterey Private Wealth
California
$422K +$77.8K +255 +18%
CL
2049
Cabana LLC
Arkansas
$419K -$131K -431 -23%
PAM
2050
PVG Asset Management
Colorado
$418K +$3.66K +12 +0.7%
80 81
82
83 84