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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2701
Phoenix Wealth Advisors
North Carolina
$66K – – –
ACG
2702
Allen Capital Group
Nebraska
$62K +$8.35K +20 +16%
CWA
2703
Carolina Wealth Advisors
South Carolina
$59K – – –
DAC
2704
Dividend Assets Capital
South Carolina
$57K – – –
SWM
2705
Selective Wealth Management
Virginia
$53K – – –
SSC
2706
Syverson Strege & Co
Iowa
$52K – – –
CA
2707
Centerpoint Advisors
Massachusetts
$49K – – –
HFM
2708
Hartford Financial Management
Connecticut
$49K +$9.6K +23 +25%
CFG
2709
Cambridge Financial Group
Ohio
$47.1K – – –
AIA
2710
Arcadia Investment Advisors
Idaho
$46.7K +$45.5K +109 New
IHWM
2711
Iron Horse Wealth Management
Iowa
$45K – – –
AP
2712
Advisors Preferred
Maryland
$43K -$83.5K -200 -67%
FMB
2713
Field & Main Bank
Kentucky
$43K – – –
USGIU
2714
U.S. Global Investors (USGI)
Texas
$43K – – –
JC
2715
JBF Capital
Colorado
$43K +$41.7K +100 New
M1FG
2716
Mach-1 Financial Group
Arkansas
$42K -$8.35K -20 -17%
FWM
2717
Focused Wealth Management
New York
$40K – – –
SFPG
2718
Stonebridge Financial Planning Group
Florida
$39K -$19.6K -47 -35%
JMF
2719
Johnson Midwest Financial
Iowa
$38K – – –
RTC
2720
Riverview Trust Company
Washington
$34K – – –
PWM
2721
Prentice Wealth Management
New York
$34K +$15.9K +38 +90%
LTI
2722
Laffer Tengler Investments
Tennessee
$31.2K -$231K -554 -88%
EIM
2723
Essex Investment Management
Massachusetts
$31K – – –
PWMG
2724
Prestige Wealth Management Group
New Jersey
$30K +$5.84K +14 +25%
MAM
2725
McCarthy Asset Management
California
$29K – – –
107 108
109
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