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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2251
ARQ Wealth Advisors
Arizona
$541K +$239K +621 +83%
EFG
2252
Everhart Financial Group
Ohio
$540K +$3.86K +10 +0.7%
MFT
2253
Moisand Fitzgerald Tamayo
Florida
$539K -$2.31K -6 -0.4%
KCM
2254
Kathmere Capital Management
Pennsylvania
$538K -$149K -387 -22%
LWM
2255
Liberty Wealth Management
California
$538K – – –
FWM
2256
ForthRight Wealth Management
Georgia
$537K – – –
PA
2257
PSI Advisors
Florida
$536K -$35.9K -93 -6%
MPW
2258
Monterey Private Wealth
California
$535K -$205K -532 -29%
APW
2259
Austin Private Wealth
Texas
$535K +$771 +2 +0.1%
LI
2260
Lafayette Investments
Maryland
$534K – – –
BHWM
2261
Bar Harbor Wealth Management
New Hampshire
$534K +$7.71K +20 +2%
BWL
2262
Beacon Wealthcare LLC
North Carolina
$534K +$520K +1,348 New
NCM
2263
Next Capital Management
New York
$532K – – –
BBA
2264
Braun-Bostich & Associates
Pennsylvania
$529K -$561K -1,455 -52%
KOC
2265
Koss-Olinger Consulting
Florida
$528K +$513K +1,331 New
MAM
2266
Morse Asset Management
Connecticut
$524K -$5.79K -15 -1%
TPA
2267
Trivium Point Advisory
Connecticut
$524K +$1.16K +3 +0.2%
CASB
2268
Cape Ann Savings Bank
Massachusetts
$522K – – –
PMG
2269
Private Management Group
California
$521K -$49.4K -128 -9%
VCM
2270
Vigilant Capital Management
Maine
$519K +$505K +1,310 New
APSI
2271
Asset Planning Services Inc
Louisiana
$518K -$116K -300 -19%
LFG
2272
Larson Financial Group
Missouri
$518K +$26.2K +68 +5%
CWP
2273
Concord Wealth Partners
Virginia
$518K +$138K +359 +38%
APC
2274
Asset Planning Corporation
Tennessee
$517K -$20.1K -52 -4%
TNB
2275
Thomasville National Bank
Georgia
$517K +$6.94K +18 +0.9%
89 90
91
92 93