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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2326
WNY Asset Management
New York
$2.25M -$64.1K -109 -3%
O3W
2327
Omni 360 Wealth
New Jersey
$2.25M -$78.2K -133 -3%
CFA
2328
Capstone Financial Advisors
Illinois
$2.25M -$15.9K -27 -0.7%
BSSFA
2329
Baron Silver Stevens Financial Advisors
Florida
$2.24M – – –
AZ
2330
Alpha Zero
Florida
$2.24M -$295K -502 -11%
SCM
2331
Spring Capital Management
Texas
$2.24M -$1.76K -3 -0.1%
HP
2332
Highlander Partners
Texas
$2.24M -$1.47M -2,500 -38%
AAP
2333
Ardsley Advisory Partners
Connecticut
$2.23M +$2.35M +4,000 New
KCM
2334
Kornitzer Capital Management
Kansas
$2.23M -$8.82K -15 -0.4%
CWIG
2335
Chung Wu Investment Group
Texas
$2.22M +$294K +500 +14%
WLIM
2336
White Lighthouse Investment Management
Massachusetts
$2.22M +$11.2K +19 +0.5%
FWI
2337
Facet Wealth Inc
Maryland
$2.22M -$245K -417 -10%
BWP
2338
Baldwin Wealth Partners
Massachusetts
$2.21M -$5.88K -10 -0.3%
PC
2339
Permanens Capital
New York
$2.21M -$138K -234 -6%
LFA
2340
Level Financial Advisors
New York
$2.21M +$1.9M +3,227 +448%
FWA
2341
FSM Wealth Advisors
Ohio
$2.21M +$465K +791 +25%
NCFG
2342
New Century Financial Group
New Jersey
$2.19M -$759K -1,292 -25%
SWM
2343
Sculati Wealth Management
Michigan
$2.19M -$588 -1 -0%
YP
2344
YANKCOM Partnership
South Dakota
$2.19M -$19.4K -33 -0.8%
RFM
2345
Royal Fund Management
Florida
$2.19M -$21.4M -36,379 -90%
TIA
2346
Traphagen Investment Advisors
New Jersey
$2.19M +$57K +97 +3%
HL
2347
HeadInvest LLC
Maine
$2.18M +$10.6K +18 +0.5%
GPA
2348
Garrison Point Advisors
California
$2.18M +$120K +205 +6%
FGWP
2349
Founders Grove Wealth Partners
Virginia
$2.18M -$187K -318 -8%
MAWA
2350
Moss Adams Wealth Advisors
Washington
$2.18M +$10.6K +18 +0.5%
92 93
94
95 96