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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
4026
Wealthcare Capital Management
Virginia
$233K +$234K +397 New
KWM
4027
Koa Wealth Management
California
$232K -$63K -107 -21%
HI
4028
Hendershot Investments
Virginia
$232K +$233K +395 New
TA
4029
Tectonic Advisors
Texas
$231K +$232K +394 New
BSTWA
4030
Blake Schutter Theil Wealth Advisors
Ohio
$231K +$3.54K +6 +2%
OWG
4031
Oxford Wealth Group
Florida
$230K +$232K +393 New
LF
4032
Lighthouse Financial
Florida
$230K +$231K +392 New
PWM
4033
PMG Wealth Management
Illinois
$230K +$231K +392 New
BC
4034
Bowman & Company
Wisconsin
$230K +$589 +1 +0.3%
RK
4035
Rather & Kittrell
Tennessee
$229K – – –
TJHA
4036
Thomas J. Herzfeld Advisors
Florida
$229K – – –
KV
4037
Kickstand Ventures
New York
$228K -$2.36K -4 -1%
WRM
4038
Weybosset Research & Management
Rhode Island
$227K – – –
PWM
4039
Puff Wealth Management
New Jersey
$227K +$228K +387 New
AC
4040
Asio Capital
Kentucky
$226K +$227K +386 New
AWMNH
4041
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K +$13.6K +23 +6%
SOWAS
4042
Silver Oak Wealth Advisors Services
California
$223K +$224K +381 New
RA
4043
RiverTree Advisors
Florida
$223K – – –
CWD
4044
Clarity Wealth Development
Oregon
$222K +$217K +369 New
NPI
4045
New Perspectives Inc
Mississippi
$222K -$17.7K -30 -7%
PWA
4046
Peterson Wealth Advisors
Utah
$222K +$589 +1 +0.3%
HFS
4047
Hoge Financial Services
Pennsylvania
$222K -$20.6K -35 -8%
CWM
4048
CarsonAllaria Wealth Management
Illinois
$221K +$589 +1 +0.3%
WG
4049
Wealth Group
North Carolina
$220K +$221K +375 New
SC
4050
Sykon Capital
New York
$220K – – –
160 161
162
163 164