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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
STAS
3176
Strong Tower Advisory Services
Minnesota
$201K +$202K +525 New
MAM
3177
MMA Asset Management
Pennsylvania
$201K +$202K +525 New
MLA
3178
My Legacy Advisors
Oregon
$201K +$187K +487 New
LFA
3179
Level Financial Advisors
New York
$200K – – –
HCM
3180
Highlander Capital Management
New Jersey
$199K – – –
KIA
3181
Kraematon Investment Advisors
Massachusetts
$196K +$197K +513 New
AP
3182
Advisors Preferred
Maryland
$190K +$192K +500 New
CCMI
3183
Creative Capital Management Investments
California
$189K +$190K +494 New
IWP
3184
IAG Wealth Partners
Wisconsin
$187K +$36.1K +94 +24%
PFA
3185
Pathway Financial Advisers
Indiana
$186K +$186K +485 New
BCM
3186
Blume Capital Management
California
$185K -$53.8K -140 -22%
BC
3187
Blackhill Capital
New Jersey
$183K – – –
KHC
3188
Koesten Hirschmann & Crabtree
Kansas
$179K +$179K +467 New
FWA
3189
Freedom Wealth Alliance
Wisconsin
$178K +$179K +465 New
OCM
3190
Osterweis Capital Management
California
$172K – – –
GMA
3191
Glassy Mountain Advisors
Maryland
$171K +$172K +448 New
DWA
3192
Dougherty Wealth Advisers
Minnesota
$167K +$15K +39 +10%
SIS
3193
Sound Income Strategies
Florida
$167K -$250K -650 -60%
CCC
3194
Chelsea Counsel Company
California
$161K +$161K +419 New
ADIM
3195
Alpha DNA Investment Management
Maryland
$160K +$161K +419 New
TCWA
3196
Ten Capital Wealth Advisors
Washington
$151K -$646K -1,680 -81%
TJHA
3197
Thomas J. Herzfeld Advisors
Florida
$149K – – –
LF
3198
Lee Financial
Texas
$145K +$769 +2 +0.5%
GWSA
3199
Global Wealth Strategies & Associates
Colorado
$142K +$143K +371 New
RAM
3200
Riggs Asset Management
Pennsylvania
$140K +$39.6K +103 +39%
126 127
128
129 130