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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
3651
New World Advisors
Massachusetts
$221K +$213K +386 New
RA
3652
RiverTree Advisors
Florida
$218K -$242K -437 -53%
CWM
3653
CarsonAllaria Wealth Management
Illinois
$216K -$201K -364 -49%
SC
3654
Sykon Capital
New York
$215K +$207K +375 New
TAM
3655
TCP Asset Management
Ohio
$215K +$207K +375 New
BDL
3656
Bey-Douglas LLC
Georgia
$215K – – –
PWA
3657
Peterson Wealth Advisors
Utah
$215K +$207K +374 New
CNBT
3658
Cornerstone National Bank & Trust
Illinois
$213K – – –
ASFA
3659
All Season Financial Advisors
Colorado
$212K -$17.7K -32 -8%
SO
3660
STRS Ohio
Ohio
$212K +$205K +370 New
BCM
3661
Blume Capital Management
California
$212K – – –
BRIA
3662
Balanced Rock Investment Advisors
Massachusetts
$212K +$204K +369 New
CAG
3663
Compass Advisory Group
New York
$211K -$10.5K -19 -5%
ARG
3664
Advisory Resource Group
Oklahoma
$211K -$45.3K -82 -18%
JF
3665
Jump Financial
Illinois
$210K -$206M -372,106 -100%
KSWWM
3666
Keyes Stange & Wooten Wealth Management
Florida
$210K +$202K +366 New
KW
3667
KWB Wealth
California
$208K – – –
OWA
3668
One Wealth Advisors
California
$208K +$200K +362 New
SFCL
3669
Strengthening Families & Communities LLC
Massachusetts
$208K +$31K +56 +18%
CWMGP
3670
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$208K -$5.53K -10 -3%
UCI
3671
Uncommon Cents Investing
Wisconsin
$207K +$200K +361 New
AWMNH
3672
Arcadia Wealth Management (New Hampshire)
New Hampshire
$207K -$640K -1,158 -76%
VAS
3673
Vestmark Advisory Solutions
Massachusetts
$206K +$199K +359 New
FC
3674
Fusion Capital
South Carolina
$206K +$199K +359 New
BIMC
3675
Benson Investment Management Company
Virginia
$205K +$197K +357 New
145 146
147
148 149