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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
3226
Dougherty Wealth Advisers
Minnesota
$185K +$26.7K +60 +16%
CMA
3227
Cedar Mountain Advisors
Oregon
$178K +$445 +1 +0.2%
BCM
3228
Blume Capital Management
California
$177K -$17.8K -40 -9%
KHC
3229
Koesten Hirschmann & Crabtree
Kansas
$168K +$2.22K +5 +1%
ICM
3230
Intrepid Capital Management
Florida
$167K – – –
TJHA
3231
Thomas J. Herzfeld Advisors
Florida
$167K – – –
CWM
3232
CarsonAllaria Wealth Management
Illinois
$159K -$4.89K -11 -3%
CHA
3233
Carmichael Hill & Associates
Maryland
$157K -$196K -440 -54%
GG
3234
Gleason Group
Kentucky
$157K +$890 +2 +0.5%
ECM
3235
Elgethun Capital Management
South Dakota
$154K +$7.56K +17 +5%
FCG
3236
Financial Connections Group
California
$150K – – –
PP
3237
PFS Partners
New Jersey
$145K – – –
CIR
3238
Clear Investment Research
Georgia
$144K +$38.7K +87 +35%
ADIM
3239
Alpha DNA Investment Management
Maryland
$141K -$44.5K -100 -23%
IWP
3240
IAG Wealth Partners
Wisconsin
$140K – – –
WAM
3241
WFA Asset Management
Wisconsin
$138K +$890 +2 +0.6%
JWM
3242
Janiczek Wealth Management
Colorado
$137K – – –
FMB
3243
Field & Main Bank
Kentucky
$133K -$15.1K -34 -10%
LF
3244
Lee Financial
Texas
$130K -$31.6K -71 -19%
JAM
3245
JCIC Asset Management
Ontario, Canada
$130K – – –
SO
3246
STRS Ohio
Ohio
$130K -$256K -575 -65%
SFCL
3247
Strengthening Families & Communities LLC
Massachusetts
$130K – – –
FFL
3248
Financial Freedom LLC
Ohio
$125K +$445 +1 +0.3%
SC
3249
Stephens Consulting
Michigan
$124K – – –
TS
3250
Tamar Securities
California
$124K -$7.56K -17 -6%
128 129
130
131 132