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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WSC
2951
Wellington Shields & Co
New York
$163K – – –
OCM
2952
Osterweis Capital Management
California
$161K – – –
RWM
2953
Rockwood Wealth Management
Pennsylvania
$160K -$2.38K -6 -1%
RA
2954
Rise Advisors
New York
$145K +$28.6K +72 +22%
SO
2955
STRS Ohio
Ohio
$144K -$749K -1,885 -82%
DWA
2956
Dougherty Wealth Advisers
Minnesota
$142K – – –
IWP
2957
IAG Wealth Partners
Wisconsin
$141K -$14.7K -37 -9%
TJHA
2958
Thomas J. Herzfeld Advisors
Florida
$139K – – –
LF
2959
Lee Financial
Texas
$134K -$9.93K -25 -6%
APW
2960
Axim Planning & Wealth
Ohio
$134K +$138K +347 +1,239%
SIM
2961
Sentry Investment Management
Wisconsin
$133K -$3.48M -8,772 -96%
DWP
2962
Destiny Wealth Partners
Florida
$132K – – –
GG
2963
Gleason Group
Kentucky
$129K +$794 +2 +0.6%
CMP
2964
Coston McIsaac & Partners
Maine
$128K – – –
FCG
2965
Financial Connections Group
California
$127K -$46.1K -116 -25%
CWM
2966
CarsonAllaria Wealth Management
Illinois
$127K +$5.56K +14 +4%
OCM
2967
Orion Capital Management
California
$126K – – –
HWP
2968
Highline Wealth Partners
California
$124K +$137K +346 New
CWA
2969
Clearview Wealth Advisors
Oregon
$122K +$11.9K +30 +10%
ECM
2970
Elgethun Capital Management
South Dakota
$121K -$91.3K -230 -40%
WPWM
2971
Western Pacific Wealth Management
Illinois
$120K -$281K -708 -68%
CAM
2972
Chandler Asset Management
California
$120K +$134K +337 New
JAM
2973
JCIC Asset Management
Ontario, Canada
$118K – – –
FA
2974
Financial Avengers
California
$116K -$9.93K -25 -7%
WAM
2975
WFA Asset Management
Wisconsin
$113K +$397 +1 +0.3%
117 118
119
120 121