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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3201
CarsonAllaria Wealth Management
Illinois
$170K +$8.81K +21 +6%
RI
3202
Ridgewood Investments
New Jersey
$169K – – –
LF
3203
Lee Financial
Texas
$167K -$839 -2 -0.5%
DWA
3204
Dougherty Wealth Advisers
Minnesota
$165K -$25.2K -60 -14%
CWA
3205
Carolina Wealth Advisors
South Carolina
$164K +$125K +297 +413%
GG
3206
Gleason Group
Kentucky
$162K +$420 +1 +0.3%
FCG
3207
Financial Connections Group
California
$156K – – –
FMB
3208
Field & Main Bank
Kentucky
$153K +$14.3K +34 +11%
ECM
3209
Elgethun Capital Management
South Dakota
$151K +$420 +1 +0.3%
PP
3210
PFS Partners
New Jersey
$150K +$54.6K +130 +63%
IWP
3211
IAG Wealth Partners
Wisconsin
$145K -$67.6K -161 -33%
WAM
3212
WFA Asset Management
Wisconsin
$142K +$420 +1 +0.3%
JWM
3213
Janiczek Wealth Management
Colorado
$142K +$3.36K +8 +3%
TS
3214
Tamar Securities
California
$136K -$8.39K -20 -6%
HWP
3215
Highline Wealth Partners
California
$135K +$6.71K +16 +6%
JAM
3216
JCIC Asset Management
Ontario, Canada
$135K – – –
FSA
3217
Financial Sense Advisors
California
$135K +$128K +304 New
SFCL
3218
Strengthening Families & Communities LLC
Massachusetts
$134K – – –
FFL
3219
Financial Freedom LLC
Ohio
$129K – – –
SC
3220
Stephens Consulting
Michigan
$129K – – –
DAC
3221
Dividend Assets Capital
South Carolina
$128K -$252K -600 -67%
CSS
3222
Cubist Systematic Strategies
Connecticut
$128K -$60.2M -143,435 -100%
CCC
3223
Chelsea Counsel Company
California
$127K – – –
CSC
3224
Caldwell Sutter Capital
California
$122K +$82.3K +196 +245%
TFP
3225
Tilia Fiduciary Partners
North Carolina
$121K +$7.97K +19 +7%
127 128
129
130 131