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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
4026
JP Wealth Management
South Carolina
$202K – – –
RPSA
4027
Richard P. Slaughter Associates
Texas
$202K -$68.2K -116 -24%
CNBOF
4028
City National Bank of Florida
Florida
$201K -$715K -1,217 -77%
EMB
4029
Elefante Mark B
$201K -$88.2K -150 -29%
LEFP
4030
Leading Edge Financial Planning
Tennessee
$200K – – –
FCG
4031
Financial Connections Group
California
$199K – – –
PWMG
4032
Private Wealth Management Group
New Jersey
$199K – – –
CWM
4033
Consultiva Wealth Management
Puerto Rico
$199K +$123K +210 +145%
GG
4034
Gleason Group
Kentucky
$197K +$588 +1 +0.3%
SO
4035
STRS Ohio
Ohio
$196K -$5.88K -10 -3%
KFP
4036
Keener Financial Planning
Texas
$190K – – –
WF
4037
Wayfinding Financial
Washington
$190K +$200K +341 New
PP
4038
PFS Partners
New Jersey
$185K – – –
PWA
4039
Principia Wealth Advisory
Texas
$185K +$2.35K +4 +1%
AWM
4040
Accredited Wealth Management
Kentucky
$183K – – –
KHC
4041
Koesten Hirschmann & Crabtree
Kansas
$181K – – –
TIAAOA
4042
Teachers Insurance & Annuity Association of America
New York
$180K -$98.7K -168 -34%
FFL
4043
Financial Freedom LLC
Ohio
$173K +$7.05K +12 +4%
CCC
4044
Chelsea Counsel Company
California
$171K -$2.94K -5 -2%
JAM
4045
JCIC Asset Management
Ontario, Canada
$171K – – –
WAM
4046
WFA Asset Management
Wisconsin
$170K +$31.2K +53 +19%
WCM
4047
Westend Capital Management
California
$162K -$2.94K -5 -2%
AW
4048
Avion Wealth
Texas
$158K – – –
ADIM
4049
Alpha DNA Investment Management
Maryland
$157K – – –
WBWA
4050
William B. Walkup & Associates
South Carolina
$157K – – –
160 161
162
163 164