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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BSTWA
4026
Blake Schutter Theil Wealth Advisors
Ohio
$231K +$3.54K +6 +2%
OWG
4027
Oxford Wealth Group
Florida
$230K +$232K +393 New
LF
4028
Lighthouse Financial
Florida
$230K +$231K +392 New
PWM
4029
PMG Wealth Management
Illinois
$230K +$231K +392 New
BC
4030
Bowman & Company
Wisconsin
$230K +$589 +1 +0.3%
RK
4031
Rather & Kittrell
Tennessee
$229K – – –
TJHA
4032
Thomas J. Herzfeld Advisors
Florida
$229K – – –
KV
4033
Kickstand Ventures
New York
$228K -$2.36K -4 -1%
WRM
4034
Weybosset Research & Management
Rhode Island
$227K – – –
PWM
4035
Puff Wealth Management
New Jersey
$227K +$228K +387 New
AC
4036
Asio Capital
Kentucky
$226K +$227K +386 New
AWMNH
4037
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K +$13.6K +23 +6%
SOWAS
4038
Silver Oak Wealth Advisors Services
California
$223K +$224K +381 New
RA
4039
RiverTree Advisors
Florida
$223K – – –
CWD
4040
Clarity Wealth Development
Oregon
$222K +$217K +369 New
NPI
4041
New Perspectives Inc
Mississippi
$222K -$17.7K -30 -7%
PWA
4042
Peterson Wealth Advisors
Utah
$222K +$589 +1 +0.3%
HFS
4043
Hoge Financial Services
Pennsylvania
$222K -$20.6K -35 -8%
CWM
4044
CarsonAllaria Wealth Management
Illinois
$221K +$589 +1 +0.3%
WG
4045
Wealth Group
North Carolina
$220K +$221K +375 New
SC
4046
Sykon Capital
New York
$220K – – –
TAM
4047
TCP Asset Management
Ohio
$220K – – –
KW
4048
KWB Wealth
California
$220K – – –
BDL
4049
Bey-Douglas LLC
Georgia
$219K – – –
PRRFG
4050
Paul R. Ried Financial Group
Washington
$219K +$220K +373 New
160 161
162
163 164