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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MEAC
2026
M.E. Allison & Co
Texas
$3.64M +$3.66M +6,211 New
PWP
2027
Prasad Wealth Partners
Ohio
$3.64M +$3.66M +6,209 New
RW
2028
REDW Wealth
New Mexico
$3.64M -$3.45M -5,857 -49%
PIM
2029
Pullen Investment Management
Florida
$3.63M +$168K +285 +5%
MAV
2030
Mason & Associates (Virginia)
Virginia
$3.62M -$86.6K -147 -2%
SFGP
2031
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.62M +$3.64M +6,170 New
FWM
2032
Forza Wealth Management
Florida
$3.61M – – –
HNWA
2033
Henrickson Nauta Wealth Advisors
Michigan
$3.61M -$35.9K -61 -1%
CWM
2034
Cahill Wealth Management
Michigan
$3.61M +$589 +1 +0%
CCFCSB
2035
Cape Cod Five Cents Savings Bank
Massachusetts
$3.6M – – –
PWP
2036
Phillips Wealth Planners
Mississippi
$3.6M +$3.36M +5,699 +1,140%
AWP
2037
Abacus Wealth Partners
California
$3.58M -$184K -312 -5%
RFA
2038
Rollins Financial Advisors
New York
$3.57M -$31.2K -53 -0.9%
RBCM
2039
Raub Brock Capital Management
California
$3.57M +$3.59M +6,086 New
OWA
2040
Octavia Wealth Advisors
Ohio
$3.56M -$38.9K -66 -1%
CCG
2041
Catalina Capital Group
California
$3.56M +$11.8K +20 +0.3%
PP
2042
PDS Planning
Ohio
$3.55M -$111K -188 -3%
BWM
2043
BankPlus Wealth Management
Mississippi
$3.55M +$3.56M +6,049 New
FA
2044
Flagstar Advisors
New York
$3.54M +$193K +327 +6%
NCM
2045
Northside Capital Management
Oregon
$3.54M – – –
SCM
2046
Silvant Capital Management
Georgia
$3.54M – – –
MMH
2047
Menora Mivtachim Holdings
Israel
$3.54M – – –
MSAGDF
2048
Moneda SA Administradora General de Fondos
Chile
$3.54M +$223K +378 +7%
EWM
2049
Executive Wealth Management
Michigan
$3.54M +$438K +743 +14%
CIA
2050
Cape Investment Advisory
Georgia
$3.54M +$641K +1,088 +22%
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