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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2251
MinichMacGregor Wealth Management
New York
$519K +$57.5K +162 +13%
NEWAS
2252
N.E.W. Advisory Services
Wisconsin
$516K -$6.03K -17 -1%
AIA
2253
Armor Investment Advisors
North Carolina
$515K – – –
PWM
2254
Praetorian Wealth Management
California
$515K – – –
AWMT
2255
AAFMAA Wealth Management & Trust
North Carolina
$515K +$489K +1,379 New
IAMOG
2256
Investors Asset Management of Georgia
Georgia
$511K -$142K -400 -23%
SFG
2257
SevenBridge Financial Group
Pennsylvania
$510K -$5.32K -15 -1%
MFT
2258
Moisand Fitzgerald Tamayo
Florida
$510K +$2.13K +6 +0.4%
APC
2259
Asset Planning Corporation
Tennessee
$507K +$481K +1,355 New
B
2260
Brightworth
Georgia
$506K +$226K +638 +89%
EFG
2261
Everhart Financial Group
Ohio
$506K +$480K +1,353 New
FWM
2262
ForthRight Wealth Management
Georgia
$506K +$480K +1,354 New
SCM
2263
Smead Capital Management
Arizona
$505K +$480K +1,352 New
APW
2264
Austin Private Wealth
Texas
$504K -$31.2K -88 -6%
LI
2265
Lafayette Investments
Maryland
$504K -$6.74K -19 -1%
BWI
2266
Beacon Wealthcare Inc
North Carolina
$504K – – –
ECM
2267
EagleClaw Capital Management
Massachusetts
$503K -$71K -200 -13%
NCM
2268
Next Capital Management
New York
$502K -$104K -293 -18%
OBGC
2269
O'Brien Greene & Co
Pennsylvania
$502K -$2.48K -7 -0.5%
AB
2270
Atlas Brown
Kentucky
$502K – – –
ACM
2271
AlphaStar Capital Management
North Carolina
$502K +$29.4K +83 +7%
DE
2272
Day & Ennis
Georgia
$501K -$5.68K -16 -1%
TPA
2273
Trivium Point Advisory
Connecticut
$500K -$8.52K -24 -2%
SAM
2274
Sequent Asset Management
Texas
$500K – – –
MAM
2275
Morse Asset Management
Connecticut
$500K +$243K +685 +105%
89 90
91
92 93