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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2426
Powers Advisory Group
Illinois
$771K – – –
SRC
2427
Shufro Rose & Co
New York
$770K +$106K +239 +16%
CWA
2428
Consilium Wealth Advisory
Texas
$769K -$149K -334 -16%
PCM
2429
Passive Capital Management
Maryland
$767K +$4.45K +10 +0.6%
LFA
2430
LifeGuide Financial Advisors
Pennsylvania
$765K – – –
AC
2431
AWM Capital
Arizona
$764K +$21.4K +48 +3%
JE
2432
JMAC Enterprises
Pennsylvania
$764K +$22.3K +50 +3%
SAM
2433
Strategic Asset Management
Minnesota
$762K -$327K -734 -30%
BFG
2434
Beacon Financial Group
Texas
$762K +$12K +27 +2%
BPFA
2435
Barnes Pettey Financial Advisors
Mississippi
$761K -$17.4K -39 -2%
FPWM
2436
FSB Premier Wealth Management
Iowa
$758K +$777K +1,745 +6,232%
EGWAG
2437
Elwood & Goetz Wealth Advisory Group
Georgia
$757K +$59.2K +133 +9%
HIMC
2438
Heritage Investors Management Corp
Maryland
$756K +$312K +700 +72%
AWM
2439
Altus Wealth Management
Kentucky
$755K +$47.6K +107 +7%
CFA
2440
Cahill Financial Advisors
Minnesota
$754K +$890 +2 +0.1%
AWMS
2441
Advocacy Wealth Management Services
Georgia
$751K – – –
CWP
2442
Concord Wealth Partners
Virginia
$750K -$9.79K -22 -1%
FC
2443
FCA Corp
Texas
$747K – – –
MCP
2444
Mirador Capital Partners
California
$747K +$9.35K +21 +1%
TPA
2445
Trivium Point Advisory
Connecticut
$746K +$69.5K +156 +10%
APW
2446
Austin Private Wealth
Texas
$745K +$106K +239 +17%
FWM
2447
Finer Wealth Management
Massachusetts
$742K +$11.6K +26 +2%
NF
2448
NTB Financial
Colorado
$741K +$46.3K +104 +7%
AAM
2449
Autus Asset Management
Arizona
$740K -$107K -240 -13%
CAM
2450
Cypress Asset Management
Texas
$740K -$80.1K -180 -10%
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98
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