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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
2026
BOK Financial Private Wealth
Colorado
$957K -$40.5K -97 -4%
LCM
2027
Leisure Capital Management
California
$957K +$81K +194 +10%
SMF
2028
Sterling Manor Financial
New York
$956K -$26.3K -63 -3%
4WM
2029
4J Wealth Management
Virginia
$956K -$15K -36 -2%
DWM
2030
Darwin Wealth Management
Florida
$954K -$417 -1 -0%
LKIM
2031
Lawson Kroeker Investment Management
Nebraska
$950K -$83.5K -200 -8%
VFP
2032
Verus Financial Partners
Virginia
$946K -$17.9K -43 -2%
WTFG
2033
Wells Trecaso Financial Group
Ohio
$946K – – –
MCM
2034
MV Capital Management
Maryland
$940K -$417 -1 -0%
HNW
2035
High Note Wealth
Minnesota
$938K – – –
MPIA
2036
Mountain Pacific Investment Advisers
Idaho
$937K – – –
NPF
2037
Norris Perne & French
Michigan
$937K +$6.68K +16 +0.7%
BCM
2038
Bourgeon Capital Management
Connecticut
$936K – – –
EWP
2039
Engrave Wealth Partners
Texas
$936K +$267K +639 +41%
PIP
2040
Peachtree Investment Partners
Florida
$936K +$334K +801 +58%
NIM
2041
Northeast Investment Management
Massachusetts
$934K -$7.93K -19 -0.9%
TWP
2042
Tempus Wealth Planning
California
$933K +$910K +2,180 New
ACM
2043
Academy Capital Management
Texas
$930K +$907K +2,173 New
OBWG
2044
Onyx Bridge Wealth Group
New York
$929K +$119K +285 +15%
KCPG
2045
Kavar Capital Partners Group
Kansas
$927K -$71.8K -172 -7%
3F
2046
360 Financial
Minnesota
$927K +$20.9K +50 +2%
CPWA
2047
Cerro Pacific Wealth Advisors
California
$927K +$904K +2,166 New
ETS
2048
ESL Trust Services
New York
$922K -$48K -115 -5%
BCM
2049
Breiter Capital Management
Florida
$921K +$898K +2,152 New
FCT
2050
Family Capital Trust
Massachusetts
$918K -$12.5K -30 -1%
80 81
82
83 84