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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
3176
Sargent Investment Group
Maryland
$202K +$203K +527 New
WLPWM
3177
Walled Lake Planning & Wealth Management
Illinois
$201K -$29.6K -77 -13%
STAS
3178
Strong Tower Advisory Services
Minnesota
$201K +$202K +525 New
MAM
3179
MMA Asset Management
Pennsylvania
$201K +$202K +525 New
MLA
3180
My Legacy Advisors
Oregon
$201K +$187K +487 New
LFA
3181
Level Financial Advisors
New York
$200K – – –
HCM
3182
Highlander Capital Management
New Jersey
$199K – – –
KIA
3183
Kraematon Investment Advisors
Massachusetts
$196K +$197K +513 New
AP
3184
Advisors Preferred
Maryland
$190K +$192K +500 New
CCMI
3185
Creative Capital Management Investments
California
$189K +$190K +494 New
IWP
3186
IAG Wealth Partners
Wisconsin
$187K +$36.1K +94 +24%
PFA
3187
Pathway Financial Advisers
Indiana
$186K +$186K +485 New
BCM
3188
Blume Capital Management
California
$185K -$53.8K -140 -22%
BC
3189
Blackhill Capital
New Jersey
$183K – – –
KHC
3190
Koesten Hirschmann & Crabtree
Kansas
$179K +$179K +467 New
FWA
3191
Freedom Wealth Alliance
Wisconsin
$178K +$179K +465 New
OCM
3192
Osterweis Capital Management
California
$172K – – –
GMA
3193
Glassy Mountain Advisors
Maryland
$171K +$172K +448 New
DWA
3194
Dougherty Wealth Advisers
Minnesota
$167K +$15K +39 +10%
SIS
3195
Sound Income Strategies
Florida
$167K -$250K -650 -60%
CCC
3196
Chelsea Counsel Company
California
$161K +$161K +419 New
ADIM
3197
Alpha DNA Investment Management
Maryland
$160K +$161K +419 New
TCWA
3198
Ten Capital Wealth Advisors
Washington
$151K -$646K -1,680 -81%
TJHA
3199
Thomas J. Herzfeld Advisors
Florida
$149K – – –
LF
3200
Lee Financial
Texas
$145K +$769 +2 +0.5%
126 127
128
129 130