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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NME
4026
Notis-McConarty Edward
$231K -$20K -35 -9%
CI
4027
CPR Investments
Michigan
$231K – – –
DR
4028
Davis Rea
Ontario, Canada
$230K +$213K +372 New
SAM
4029
Satovsky Asset Management
New York
$230K -$14.3K -25 -6%
BHWM
4030
Bay Harbor Wealth Management
Maryland
$230K – – –
AA
4031
Alpha Advisors
Virginia
$230K – – –
CNBT
4032
Cornerstone National Bank & Trust
Illinois
$230K – – –
OC
4033
OxenFree Capital
Florida
$229K +$212K +371 New
TC
4034
Trust Company
Kansas
$229K -$305K -534 -59%
NFC
4035
Northstar Financial Companies
Pennsylvania
$228K -$139K -244 -40%
EPW
4036
Endeavor Private Wealth
Kansas
$228K -$46.3K -81 -18%
AWA
4037
Adapt Wealth Advisors
Georgia
$228K +$211K +369 New
BWM
4038
Biltmore Wealth Management
Arizona
$227K – – –
WMWM
4039
Wilkins Miller Wealth Management
Alabama
$227K +$210K +367 New
PIA
4040
Panoramic Investment Advisors
Colorado
$227K +$210K +367 New
KSWWM
4041
Keyes Stange & Wooten Wealth Management
Florida
$226K – – –
SWMG
4042
Signature Wealth Management Group
Georgia
$226K -$22.9K -40 -10%
PWM
4043
Puff Wealth Management
New Jersey
$224K +$208K +363 New
DA
4044
Doliver Advisors
Texas
$224K -$20K -35 -9%
EAM
4045
Everstar Asset Management
North Carolina
$224K -$12K -21 -5%
UCI
4046
Uncommon Cents Investing
Wisconsin
$223K – – –
JWM
4047
JP Wealth Management
South Carolina
$223K – – –
OWM
4048
OneAscent Wealth Management
Alabama
$223K +$206K +361 New
KPP
4049
Kings Path Partners
Texas
$222K -$76K -133 -27%
FC
4050
Fusion Capital
South Carolina
$221K -$2.86K -5 -1%
160 161
162
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