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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
3626
Thomas J. Herzfeld Advisors
Florida
$212K – – –
BC
3627
Bowman & Company
Wisconsin
$212K +$523 +1 +0.3%
CAG
3628
Compass Advisory Group
New York
$211K – – –
SIG
3629
Sargent Investment Group
Maryland
$211K +$203K +387 New
BOC
3630
Bull Oak Capital
California
$210K – – –
BDL
3631
Bey-Douglas LLC
Georgia
$210K +$196K +374 New
FPIS
3632
Financial Planning & Information Services
Wisconsin
$209K -$169K -322 -46%
AWS
3633
Aspen Wealth Strategies
Colorado
$208K +$196K +374 New
EFS
3634
Econ Financial Services
Pennsylvania
$207K -$216K -413 -52%
DACG
3635
Donor Advised Charitable Giving
California
$206K +$198K +379 New
KWAG
3636
Kiely Wealth Advisory Group
North Carolina
$204K +$57.6K +110 +40%
OMC
3637
Overbrook Management Corp
New York
$204K -$78K -149 -28%
CWMGP
3638
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$203K -$102K -194 -34%
CNBT
3639
Cornerstone National Bank & Trust
Illinois
$202K +$195K +372 New
BFM
3640
Broadview Financial Management
Wisconsin
$202K +$194K +371 New
LEFP
3641
Leading Edge Financial Planning
Tennessee
$202K +$194K +371 New
BL
3642
Balentine LLC
Georgia
$201K -$403K -770 -68%
CWM
3643
Cadence Wealth Management
Massachusetts
$201K -$10.5K -20 -5%
BCM
3644
Blume Capital Management
California
$201K – – –
KW
3645
KWB Wealth
California
$200K – – –
PWMG
3646
Private Wealth Management Group
New Jersey
$196K -$59.1K -113 -24%
FCG
3647
Financial Connections Group
California
$194K – – –
AIM
3648
Astor Investment Management
Illinois
$190K -$102K -195 -36%
GG
3649
Gleason Group
Kentucky
$190K +$523 +1 +0.3%
TWP
3650
Triad Wealth Partners
Kansas
$189K +$181K +346 New
144 145
146
147 148