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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
3576
Weitzel Financial Services
Iowa
$208K +$198K +398 New
SM
3577
Sweeney & Michel
California
$208K +$198K +397 New
GPWA
3578
Great Point Wealth Advisors
Massachusetts
$206K -$16.4K -33 -8%
MPW
3579
Melone Private Wealth
Michigan
$205K +$195K +392 New
TJHA
3580
Thomas J. Herzfeld Advisors
Florida
$204K – – –
NPI
3581
New Perspectives Inc
Mississippi
$204K +$194K +390 New
RK
3582
Rather & Kittrell
Tennessee
$204K +$194K +390 New
BC
3583
Bowman & Company
Wisconsin
$204K +$194K +389 New
CWM
3584
Cadence Wealth Management
Massachusetts
$203K +$194K +389 New
HIF
3585
Hill Island Financial
Michigan
$203K -$59.2K -119 -23%
KIA
3586
Kraematon Investment Advisors
Massachusetts
$203K +$193K +388 New
MNBTD
3587
Moody National Bank Trust Division
Texas
$202K +$193K +387 New
CMP
3588
Coston McIsaac & Partners
Maine
$202K -$44.3K -89 -19%
SIA
3589
Spectrum Investment Advisors
Wisconsin
$202K +$192K +386 New
BOC
3590
Bull Oak Capital
California
$202K -$235M -472,612 -100%
CAG
3591
Compass Advisory Group
New York
$202K +$192K +386 New
KW
3592
KWB Wealth
California
$200K -$26.9K -54 -12%
LCWP
3593
Legacy Capital Wealth Partners
Arkansas
$200K -$16.9M -34,015 -99%
SFG
3594
Sunburst Financial Group
Alabama
$200K +$191K +384 New
CHA
3595
Carmichael Hill & Associates
Maryland
$197K +$3.98K +8 +2%
CWM
3596
CarsonAllaria Wealth Management
Illinois
$195K -$197K -395 -52%
BCM
3597
Blume Capital Management
California
$193K -$21.9K -44 -11%
FCG
3598
Financial Connections Group
California
$187K +$2.49K +5 +1%
GG
3599
Gleason Group
Kentucky
$182K -$9.96K -20 -5%
KFP
3600
Keener Financial Planning
Texas
$178K – – –
142 143
144
145 146