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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
2326
Center for Financial Planning
Michigan
$2.83M -$75.5K -111 -2%
ACS
2327
Archford Capital Strategies
Illinois
$2.83M +$105K +155 +4%
OC
2328
Oarsman Capital
Wisconsin
$2.83M -$264K -389 -8%
CHA
2329
Cooper/Haims Advisors
New York
$2.83M -$69.3K -102 -2%
WLIM
2330
White Lighthouse Investment Management
Massachusetts
$2.82M +$153K +225 +5%
LSPW
2331
Lake Street Private Wealth
Illinois
$2.82M +$81.6K +120 +3%
CCG
2332
Ceeto Capital Group
Florida
$2.82M -$177K -260 -6%
AFO
2333
Aurelius Family Office
New Hampshire
$2.82M -$204K -300 -6%
PCA
2334
Private Capital Advisors
Connecticut
$2.81M -$992K -1,459 -25%
NWP
2335
NerdWallet Wealth Partners
New York
$2.81M +$2.94M +4,320 New
BP
2336
BWM Planning
Texas
$2.81M +$6.12K +9 +0.2%
AGA
2337
Arch Global Advisors
New York
$2.81M +$2.94M +4,318 New
AC
2338
AlpenGlobal Capital
California
$2.8M +$2.93M +4,309 New
FFG
2339
Fiduciary Financial Group
California
$2.8M -$61.9K -91 -2%
KOC
2340
Koss-Olinger Consulting
Florida
$2.8M -$202K -297 -6%
KFA
2341
Kelleher Financial Advisors
New York
$2.79M +$12.2K +18 +0.4%
FSWA
2342
Financial Synergies Wealth Advisors
Texas
$2.79M +$80.9K +119 +3%
MC
2343
Mathes Company
New York
$2.78M – – –
BWM
2344
BNC Wealth Management
Oregon
$2.78M -$48.3K -71 -2%
KJWM
2345
Kiley Juergens Wealth Management
Washington
$2.78M +$2.9M +4,267 New
TWM
2346
Trevian Wealth Management
Massachusetts
$2.77M +$42.8K +63 +2%
TCM
2347
Tufton Capital Management
Maryland
$2.77M -$40.8K -60 -1%
SCM
2348
Shelton Capital Management
Colorado
$2.76M +$509K +748 +21%
PMG
2349
ProVise Management Group
Florida
$2.76M -$61.9K -91 -2%
DLCIG
2350
D.L. Carlson Investment Group
New Hampshire
$2.76M -$29.9K -44 -1%
92 93
94
95 96