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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
3426
Global Wealth Management Investment Advisory
Florida
$325K – – –
MWA
3427
Muirfield Wealth Advisors
North Carolina
$325K -$523 -1 -0.2%
NWMG
3428
National Wealth Management Group
Ohio
$324K -$56.5K -108 -15%
CIAS
3429
CBIZ Investment Advisory Services
Ohio
$324K – – –
SW
3430
SMART Wealth
Nebraska
$324K +$523 +1 +0.2%
WFS
3431
Walker Financial Services
Kentucky
$324K +$523 +1 +0.2%
CPC
3432
Cookson Peirce & Co
Pennsylvania
$323K – – –
SHIM
3433
Stone House Investment Management
Pennsylvania
$323K -$46.5M -88,928 -99%
MWM
3434
Maltin Wealth Management
New Jersey
$320K +$1.05K +2 +0.3%
RAM
3435
Redmond Asset Management
Virginia
$319K +$307K +586 New
CCMINC
3436
Cardinal Capital Management Inc (North Carolina)
North Carolina
$317K +$17.3K +33 +6%
SI
3437
Stonekeep Investments
New Mexico
$317K +$305K +582 New
KL
3438
KilterHowling LLC
Colorado
$316K +$1.05K +2 +0.3%
BFA
3439
Brown Financial Advisory
Alabama
$315K – – –
CA
3440
Crumly & Associates
Illinois
$314K -$2.62K -5 -0.9%
RFN
3441
RDA Financial Network
Iowa
$314K -$2.09K -4 -0.7%
ASW
3442
Astoria Strategic Wealth
Texas
$313K – – –
RW
3443
RVW Wealth
California
$313K – – –
AR
3444
Advisory Research
Illinois
$312K +$75.4K +144 +33%
AIM
3445
Arcadia Investment Management
Michigan
$312K – – –
BWG
3446
Berry Wealth Group
Texas
$312K – – –
SFP
3447
Strategic Financial Partners
Oregon
$311K +$65.4K +125 +28%
GWM
3448
Gray Wealth Management
Maine
$310K -$21.5K -41 -7%
PBF
3449
Petix & Botte Financial
California
$310K -$278K -532 -48%
SA
3450
Strategic Advocates
Utah
$310K +$89K +170 +43%
136 137
138
139 140