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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
2026
Facet Wealth Inc
Maryland
$1.76M -$26.2K -59 -1%
NG
2027
Northstar Group
New York
$1.76M +$73.4K +165 +4%
SAG
2028
Spotlight Asset Group
Illinois
$1.76M – – –
MA
2029
Modus Advisors
Minnesota
$1.75M -$152K -342 -8%
CFP
2030
Curran Financial Partners
South Carolina
$1.75M -$25.8K -58 -1%
NRG
2031
Nemes Rush Group
Michigan
$1.75M -$68.1K -153 -4%
EC
2032
Elequin Capital
New York
$1.75M +$1.82M +4,085 New
XF
2033
XML Financial
Maryland
$1.75M +$190K +428 +12%
SHJ
2034
Sharkey, Howes & Javer
Colorado
$1.75M -$246K -553 -12%
TI
2035
Tidal Investments
Wisconsin
$1.74M -$1.71M -3,853 -49%
KCM
2036
Kornitzer Capital Management
Kansas
$1.74M – – –
SCG
2037
Sonata Capital Group
Washington
$1.73M -$4.45K -10 -0.2%
VNA
2038
Valley National Advisers
Pennsylvania
$1.73M -$6.67K -15 -0.4%
RFA
2039
RTD Financial Advisors
Pennsylvania
$1.73M +$291K +654 +19%
GD
2040
Grandfield & Dodd
New York
$1.72M – – –
ACP
2041
Aviance Capital Partners
Florida
$1.72M -$69.8K -157 -4%
HL
2042
HeadInvest LLC
Maine
$1.72M +$4.45K +10 +0.2%
GP
2043
Girard Partners
Pennsylvania
$1.72M -$11.6K -26 -0.6%
LFA
2044
LGT Financial Advisors
Texas
$1.71M +$5.34K +12 +0.3%
OA
2045
Oxbow Advisors
Texas
$1.71M – – –
CPC
2046
Congress Park Capital
New York
$1.7M -$26.7K -60 -1%
CWM
2047
CCG Wealth Management
California
$1.7M +$52.9K +119 +3%
RFA
2048
Resurgent Financial Advisors
Georgia
$1.7M -$45.4K -102 -3%
RIA
2049
Retirement Investment Advisors
Oklahoma
$1.7M – – –
AWM
2050
Arista Wealth Management
Nevada
$1.69M +$774K +1,741 +78%
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