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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
2151
OFC Financial Planning
New Jersey
$3.94M -$676 -1 -0%
PCA
2152
Private Capital Advisors
Connecticut
$3.94M +$997K +1,475 +34%
OAS
2153
Optivise Advisory Services
Tennessee
$3.94M +$124K +184 +3%
BWM
2154
Briggs Wealth Management
Connecticut
$3.94M +$3.9M +5,774 New
WCG
2155
Weaver Consulting Group
California
$3.94M +$23K +34 +0.6%
MWA
2156
Monograph Wealth Advisors
California
$3.93M – – –
SAM
2157
Smith Asset Management
Florida
$3.93M -$29.7K -44 -0.8%
OWA
2158
Opal Wealth Advisors
New York
$3.93M -$109K -162 -3%
SIG
2159
Sky Investment Group
Connecticut
$3.93M – – –
PNC
2160
Park National Corp
Ohio
$3.91M -$348K -515 -8%
EWS
2161
Evergreen Wealth Solutions
Pennsylvania
$3.9M +$3.87M +5,724 New
CFA
2162
Cahill Financial Advisors
Minnesota
$3.88M -$187K -277 -5%
FFP
2163
FourThought Financial Partners
Florida
$3.87M -$153K -226 -4%
FF
2164
Fluent Financial
Texas
$3.87M -$14.6M -21,648 -79%
AWMS
2165
Advocacy Wealth Management Services
Georgia
$3.87M +$3.25M +4,805 +556%
GAM
2166
Gemmer Asset Management
California
$3.86M -$20.3K -30 -0.5%
DWM
2167
Denver Wealth Management
Colorado
$3.83M +$182K +269 +5%
BRPW
2168
Ballast Rock Private Wealth
South Carolina
$3.82M +$3.77M +5,585 New
BPC
2169
Bearing Point Capital
Minnesota
$3.82M +$60.2K +89 +2%
VF
2170
Vawter Financial
Ohio
$3.82M – – –
DCM
2171
Donaldson Capital Management
Indiana
$3.8M -$110K -163 -3%
NG
2172
Northstar Group
New York
$3.8M +$33.8K +50 +0.9%
HWAM
2173
Hennion & Walsh Asset Management
New Jersey
$3.79M -$55.4K -82 -1%
MAV
2174
Mason & Associates (Virginia)
Virginia
$3.79M -$243K -359 -6%
CFO
2175
Custos Family Office
Texas
$3.79M -$8.59M -12,709 -70%
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