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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2326
Prosperity Capital Advisors
Ohio
$2.54M -$4.95M -8,406 -66%
FYW
2327
Future You Wealth
New York
$2.54M +$2.55M +4,327 New
SWA
2328
Strata Wealth Advisors
Texas
$2.53M +$90.7K +154 +4%
WWA
2329
Wingate Wealth Advisors
Massachusetts
$2.53M +$2.54M +4,317 New
LJHT
2330
Laurie J. Hall Trustee
$2.53M +$8.84K +15 +0.3%
QFA
2331
Quantum Financial Advisors
California
$2.52M +$2.08M +3,527 +457%
AMIM
2332
Aull & Monroe Investment Management
Alabama
$2.51M -$32.4K -55 -1%
RWA
2333
Roberts Wealth Advisors
California
$2.51M +$153K +260 +7%
SAM
2334
Sawgrass Asset Management
Florida
$2.51M – – –
FNWM
2335
Financial Network Wealth Management
Utah
$2.51M +$107K +182 +4%
RGC
2336
Regents Gate Capital
United Kingdom
$2.51M +$2.52M +4,275 New
EC
2337
EdgeRock Capital
Colorado
$2.51M -$263K -446 -9%
SF
2338
Safeguard Financial
Wisconsin
$2.51M +$273K +463 +12%
EFN
2339
Equita Financial Network
Pennsylvania
$2.5M +$7.07K +12 +0.3%
CAM
2340
Chesapeake Asset Management
New York
$2.49M -$1.18K -2 -0%
BWMG
2341
Barnes Wealth Management Group
California
$2.48M +$2.49M +4,231 New
CFP
2342
Curran Financial Partners
South Carolina
$2.48M -$108K -184 -4%
TH
2343
Team Hewins
California
$2.48M +$40.1K +68 +2%
FGWP
2344
Founders Grove Wealth Partners
Virginia
$2.47M +$2.48M +4,214 New
HC
2345
Hoese & Co
Minnesota
$2.47M -$1.74M -2,956 -41%
UAS
2346
United Asset Strategies
New York
$2.47M -$692K -1,175 -22%
POIA
2347
Pin Oak Investment Advisors
Texas
$2.46M – – –
RP
2348
Rice Partnership
Hawaii
$2.46M -$106K -180 -4%
PC
2349
Permanens Capital
New York
$2.45M +$368K +624 +18%
MIC
2350
Means Investment Company
Maine
$2.45M -$7.07K -12 -0.3%
92 93
94
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