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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
3151
Brio Consultants
California
$202K -$205K -513 -51%
HPWA
3152
Hall Private Wealth Advisors
North Carolina
$202K +$197K +493 New
V
3153
ViaWealth
Kansas
$200K +$195K +489 New
IWP
3154
IAG Wealth Partners
Wisconsin
$200K – – –
PBF
3155
Petix & Botte Financial
California
$200K +$195K +489 New
BCM
3156
Blume Capital Management
California
$198K – – –
RMC
3157
Resources Management Corp
Connecticut
$198K -$2.64M -6,617 -84%
BC
3158
Blackhill Capital
New Jersey
$196K – – –
KHC
3159
Koesten Hirschmann & Crabtree
Kansas
$191K – – –
DWA
3160
Dougherty Wealth Advisers
Minnesota
$177K -$2K -5 -1%
ADIM
3161
Alpha DNA Investment Management
Maryland
$172K – – –
CMA
3162
Cedar Mountain Advisors
Oregon
$166K +$53.1K +133 +49%
GWSA
3163
Global Wealth Strategies & Associates
Colorado
$163K +$11.2K +28 +8%
TJHA
3164
Thomas J. Herzfeld Advisors
Florida
$160K – – –
RI
3165
Ridgewood Investments
New Jersey
$156K +$152K +382 New
LF
3166
Lee Financial
Texas
$155K – – –
CMP
3167
Coston McIsaac & Partners
Maine
$152K +$5.19K +13 +4%
GG
3168
Gleason Group
Kentucky
$149K +$399 +1 +0.3%
CWM
3169
CarsonAllaria Wealth Management
Illinois
$148K +$2K +5 +1%
FCG
3170
Financial Connections Group
California
$144K – – –
AP
3171
Advisors Preferred
Maryland
$144K -$59.8K -150 -30%
HB
3172
Horizon Bancorp
Indiana
$140K -$1.02M -2,566 -88%
ECM
3173
Elgethun Capital Management
South Dakota
$140K +$399 +1 +0.3%
TS
3174
Tamar Securities
California
$134K +$130K +327 New
WAM
3175
WFA Asset Management
Wisconsin
$131K +$399 +1 +0.3%
125 126
127
128 129