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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
3126
Syverson Strege & Co
Iowa
$58K – – –
CWM
3127
Concentrum Wealth Management
California
$58K +$3.21K +7 +6%
HFM
3128
Hartford Financial Management
Connecticut
$54K -$58.8K -128 -53%
RIA
3129
Richwood Investment Advisors
Ohio
$54K +$52.3K +114 New
AIA
3130
Arcadia Investment Advisors
Idaho
$52.1K +$459 +1 +0.9%
BIMC
3131
Benson Investment Management Company
Virginia
$51K +$49.1K +107 New
CFG
3132
Cambridge Financial Group
Ohio
$50.5K +$50.5K +110 New
IHWM
3133
Iron Horse Wealth Management
Iowa
$49K – – –
RDIA
3134
RE Dickinson Investment Advisors
Iowa
$49K +$47.7K +104 New
FMB
3135
Field & Main Bank
Kentucky
$47K – – –
JC
3136
JBF Capital
Colorado
$47K – – –
USGIU
3137
U.S. Global Investors (USGI)
Texas
$47K – – –
FWM
3138
Focused Wealth Management
New York
$47K +$2.29K +5 +5%
SPA
3139
Shore Point Advisors
New Jersey
$47K +$45.9K +100 New
KSWA
3140
Kathleen S. Wright Associates
Pennsylvania
$44K +$42.2K +92 New
CA
3141
Centerpoint Advisors
Massachusetts
$43K -$11.5K -25 -22%
SFPG
3142
Stonebridge Financial Planning Group
Florida
$39K – – –
CWM
3143
Curi Wealth Management
North Carolina
$39K +$37.6K +82 New
RPCONE
3144
Retirement Planning Company of New England
Rhode Island
$39K +$38.6K +84 New
RTC
3145
Riverview Trust Company
Washington
$38K – – –
PWMG
3146
Prestige Wealth Management Group
New Jersey
$35K +$2.75K +6 +9%
EIM
3147
Essex Investment Management
Massachusetts
$35K +$3.21K +7 +10%
LTI
3148
Laffer Tengler Investments
Tennessee
$34.7K – – –
MWM
3149
Marion Wealth Management
Pennsylvania
$34K +$33.1K +72 New
RK
3150
Rather & Kittrell
Tennessee
$34K +$33.1K +72 New
124 125
126
127 128