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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3651
Sykon Capital
New York
$215K +$207K +375 New
TAM
3652
TCP Asset Management
Ohio
$215K +$207K +375 New
BDL
3653
Bey-Douglas LLC
Georgia
$215K – – –
PWA
3654
Peterson Wealth Advisors
Utah
$215K +$207K +374 New
CNBT
3655
Cornerstone National Bank & Trust
Illinois
$213K – – –
ASFA
3656
All Season Financial Advisors
Colorado
$212K -$17.7K -32 -8%
SO
3657
STRS Ohio
Ohio
$212K +$205K +370 New
BCM
3658
Blume Capital Management
California
$212K – – –
BRIA
3659
Balanced Rock Investment Advisors
Massachusetts
$212K +$204K +369 New
CAG
3660
Compass Advisory Group
New York
$211K -$10.5K -19 -5%
ARG
3661
Advisory Resource Group
Oklahoma
$211K -$45.3K -82 -18%
JF
3662
Jump Financial
Illinois
$210K -$206M -372,106 -100%
KSWWM
3663
Keyes Stange & Wooten Wealth Management
Florida
$210K +$202K +366 New
KW
3664
KWB Wealth
California
$208K – – –
OWA
3665
One Wealth Advisors
California
$208K +$200K +362 New
SFCL
3666
Strengthening Families & Communities LLC
Massachusetts
$208K +$31K +56 +18%
CWMGP
3667
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$208K -$5.53K -10 -3%
UCI
3668
Uncommon Cents Investing
Wisconsin
$207K +$200K +361 New
AWMNH
3669
Arcadia Wealth Management (New Hampshire)
New Hampshire
$207K -$640K -1,158 -76%
VAS
3670
Vestmark Advisory Solutions
Massachusetts
$206K +$199K +359 New
FC
3671
Fusion Capital
South Carolina
$206K +$199K +359 New
BIMC
3672
Benson Investment Management Company
Virginia
$205K +$197K +357 New
FCG
3673
Financial Connections Group
California
$204K – – –
HFS
3674
HBC Financial Services
Washington
$204K +$50.9K +92 +35%
PWMG
3675
Private Wealth Management Group
New Jersey
$204K -$2.77K -5 -1%
145 146
147
148 149