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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BDL
3626
Bey-Douglas LLC
Georgia
$210K +$196K +374 New
FPIS
3627
Financial Planning & Information Services
Wisconsin
$209K -$169K -322 -46%
AWS
3628
Aspen Wealth Strategies
Colorado
$208K +$196K +374 New
EFS
3629
Econ Financial Services
Pennsylvania
$207K -$216K -413 -52%
DACG
3630
Donor Advised Charitable Giving
California
$206K +$198K +379 New
KWAG
3631
Kiely Wealth Advisory Group
North Carolina
$204K +$57.6K +110 +40%
OMC
3632
Overbrook Management Corp
New York
$204K -$78K -149 -28%
CWMGP
3633
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$203K -$102K -194 -34%
CNBT
3634
Cornerstone National Bank & Trust
Illinois
$202K +$195K +372 New
BFM
3635
Broadview Financial Management
Wisconsin
$202K +$194K +371 New
LEFP
3636
Leading Edge Financial Planning
Tennessee
$202K +$194K +371 New
BL
3637
Balentine LLC
Georgia
$201K -$403K -770 -68%
CWM
3638
Cadence Wealth Management
Massachusetts
$201K -$10.5K -20 -5%
BCM
3639
Blume Capital Management
California
$201K – – –
KW
3640
KWB Wealth
California
$200K – – –
PWMG
3641
Private Wealth Management Group
New Jersey
$196K -$59.1K -113 -24%
FCG
3642
Financial Connections Group
California
$194K – – –
AIM
3643
Astor Investment Management
Illinois
$190K -$102K -195 -36%
GG
3644
Gleason Group
Kentucky
$190K +$523 +1 +0.3%
TWP
3645
Triad Wealth Partners
Kansas
$189K +$181K +346 New
KFP
3646
Keener Financial Planning
Texas
$185K – – –
PP
3647
PFS Partners
New Jersey
$185K +$523 +1 +0.3%
BP
3648
BNP Paribas
France
$180K – – –
HH
3649
HWG Holdings
Texas
$177K +$171K +326 New
WAM
3650
WFA Asset Management
Wisconsin
$177K – – –
144 145
146
147 148