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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DSA
2026
Droms Strauss Advisors
Missouri
$1.59M +$12.8K +32 +0.8%
CFC
2027
Coyle Financial Counsel
Illinois
$1.59M -$236K -592 -13%
BDF
2028
Black Diamond Financial
Maryland
$1.58M +$40.7K +102 +3%
API
2029
Advisor Partners II
California
$1.58M -$747K -1,872 -33%
SAG
2030
Spotlight Asset Group
Illinois
$1.58M +$1.68M +4,218 New
MCWS
2031
McKinley Carter Wealth Services
West Virginia
$1.58M +$69.8K +175 +5%
CA
2032
Cambridge Advisors
Nebraska
$1.58M +$399 +1 +0%
APIM
2033
Agate Pass Investment Management
Washington
$1.57M +$13.6K +34 +0.9%
RGF
2034
Retirement Guys Formula
Ohio
$1.57M +$1.53M +3,837 New
SWA
2035
Strata Wealth Advisors
Texas
$1.57M -$1.2K -3 -0.1%
WWMSC
2036
Wagner Wealth Management (South Carolina)
South Carolina
$1.57M +$14.4K +36 +0.9%
ESBC
2037
E.S. Barr & Co
Kentucky
$1.57M -$56.7K -142 -4%
QFA
2038
Quattro Financial Advisors
Texas
$1.57M -$9.05M -22,672 -86%
PWM
2039
PBMares Wealth Management
Virginia
$1.57M +$681K +1,706 +81%
SCM
2040
Sebold Capital Management
Illinois
$1.56M – – –
AP
2041
Atwood & Palmer
Missouri
$1.56M -$573K -1,437 -27%
CSA
2042
Cottage Street Advisors
Massachusetts
$1.56M +$1.52M +3,799 New
MFG
2043
MidWestOne Financial Group
Iowa
$1.55M +$537K +1,347 +55%
FPFS
2044
First Personal Financial Services
North Carolina
$1.55M -$137K -343 -8%
AWM
2045
Avior Wealth Management
Nebraska
$1.55M +$113K +284 +8%
FWM
2046
FMB Wealth Management
California
$1.55M – – –
APS
2047
American Planning Services
Florida
$1.54M -$6.32M -15,835 -81%
MLFP
2048
MPS Loria Financial Planners
Illinois
$1.54M -$95.4K -239 -6%
CA
2049
Continuum Advisory
Idaho
$1.54M -$98.5K -247 -5%
TWP
2050
Transparent Wealth Partners
Arkansas
$1.54M +$58.3K +146 +4%
80 81
82
83 84