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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2151
PBMares Wealth Management
Virginia
$3.06M +$572 +1 +0%
CSA
2152
Cottage Street Advisors
Massachusetts
$3.05M -$85.7K -150 -3%
VWS
2153
Virtus Wealth Solutions
New Jersey
$3.04M +$186K +325 +7%
FFG
2154
Fortress Financial Group
Minnesota
$3.02M +$17.1K +30 +0.6%
VIS
2155
Vega Investment Solutions
France
$3.02M – – –
SSWM
2156
Smith Salley Wealth Management
North Carolina
$3.02M +$150K +262 +6%
CWM
2157
Centricity Wealth Management
Ohio
$3.01M -$572 -1 -0%
SIS
2158
Sound Income Strategies
Florida
$3.01M -$835K -1,461 -23%
RFA
2159
Rollins Financial Advisors
New York
$3.01M -$198K -347 -7%
SAM
2160
SP Asset Management
California
$3M +$10.9K +19 +0.4%
SC
2161
Searle & Co
Connecticut
$3M +$25.2K +44 +0.9%
PWG
2162
Private Wealth Group
Florida
$3M – – –
MF
2163
Manchester Financial
California
$2.99M +$800K +1,400 +41%
AAM
2164
Ameraudi Asset Management
New York
$2.99M -$217K -380 -7%
IFS
2165
Integrated Financial Solutions
Virginia
$2.99M +$2.76M +4,833 New
SWAG
2166
Spectrum Wealth Advisory Group
California
$2.97M -$722K -1,263 -21%
FPL
2167
Fortress Private Ledger
North Carolina
$2.97M +$365K +638 +15%
SWA
2168
SOA Wealth Advisors
New York
$2.97M -$4.57K -8 -0.2%
WRPWM
2169
Werba Rubin Papier Wealth Management
California
$2.97M +$80K +140 +3%
NI
2170
Noked Israel
Israel
$2.96M – – –
EI
2171
Ellevest Inc
New York
$2.96M -$75.5K -132 -3%
AAMA
2172
Advanced Asset Management Advisors
Ohio
$2.96M +$208K +364 +8%
MC
2173
Mathes Company
New York
$2.95M -$51.4K -90 -2%
PCFFS
2174
Pacific Center for Financial Services
California
$2.95M -$41.2K -72 -1%
GFA
2175
Gladwyn Financial Advisors
Virginia
$2.95M +$2.73M +4,768 New
85 86
87
88 89