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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2401
Selective Wealth Management
Virginia
$873K +$687K +1,496 +437%
HCM
2402
Hutchinson Capital Management
California
$868K – – –
CAM
2403
Cypress Asset Management
Texas
$864K -$10.6K -23 -1%
RW
2404
RVW Wealth
California
$864K +$448K +976 +116%
SFG
2405
Sather Financial Group
Texas
$862K – – –
LA
2406
Lindenwold Advisors
Pennsylvania
$862K +$833K +1,814 New
AWMT
2407
AAFMAA Wealth Management & Trust
North Carolina
$861K +$92.3K +201 +12%
MA
2408
Maxele Advisors
Missouri
$860K +$831K +1,811 New
MWA
2409
Monograph Wealth Advisors
California
$859K +$828K +1,803 New
EPP
2410
ETF Portfolio Partners
Kansas
$857K +$42.7K +93 +5%
MWA
2411
MFA Wealth Advisors
Pennsylvania
$856K +$827K +1,801 New
CYG
2412
Clean Yield Group
Vermont
$855K – – –
NL
2413
NKCFO LLC
Illinois
$855K – – –
VBWMG
2414
Von Berge Wealth Management Group
California
$855K +$872K +1,900 New
FCA
2415
FLC Capital Advisors
California
$854K -$1.05M -2,292 -56%
SI
2416
Saxon Interests
Texas
$853K +$832K +1,813 New
OFG
2417
OmniStar Financial Group
North Carolina
$850K +$822K +1,791 New
PA
2418
Probity Advisors
Texas
$845K -$570K -1,242 -41%
OHIS
2419
Oak Harvest Investment Services
Texas
$845K +$59.2K +129 +8%
LRPA
2420
L. Roy Papp & Associates
Arizona
$842K -$4.13K -9 -0.5%
HVP
2421
Hudson Value Partners
Florida
$841K +$57.4K +125 +8%
AFC
2422
AFT Forsyth & Company
Florida
$838K +$95.9K +209 +13%
CG
2423
CFO4Life Group
Texas
$837K +$16.5K +36 +2%
AMC
2424
Asset Management Corp
Illinois
$835K -$455K -992 -36%
BFP
2425
Briaud Financial Planning
Texas
$834K – – –
95 96
97
98 99