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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
4026
Bay Harbor Wealth Management
Maryland
$230K – – –
AA
4027
Alpha Advisors
Virginia
$230K – – –
CNBT
4028
Cornerstone National Bank & Trust
Illinois
$230K – – –
OC
4029
OxenFree Capital
Florida
$229K +$212K +371 New
TC
4030
Trust Company
Kansas
$229K -$305K -534 -59%
NFC
4031
Northstar Financial Companies
Pennsylvania
$228K -$139K -244 -40%
EPW
4032
Endeavor Private Wealth
Kansas
$228K -$46.3K -81 -18%
AWA
4033
Adapt Wealth Advisors
Georgia
$228K +$211K +369 New
BWM
4034
Biltmore Wealth Management
Arizona
$227K – – –
WMWM
4035
Wilkins Miller Wealth Management
Alabama
$227K +$210K +367 New
PIA
4036
Panoramic Investment Advisors
Colorado
$227K +$210K +367 New
KSWWM
4037
Keyes Stange & Wooten Wealth Management
Florida
$226K – – –
SWMG
4038
Signature Wealth Management Group
Georgia
$226K -$22.9K -40 -10%
PWM
4039
Puff Wealth Management
New Jersey
$224K +$208K +363 New
DA
4040
Doliver Advisors
Texas
$224K -$20K -35 -9%
EAM
4041
Everstar Asset Management
North Carolina
$224K -$12K -21 -5%
UCI
4042
Uncommon Cents Investing
Wisconsin
$223K – – –
JWM
4043
JP Wealth Management
South Carolina
$223K – – –
OWM
4044
OneAscent Wealth Management
Alabama
$223K +$206K +361 New
KPP
4045
Kings Path Partners
Texas
$222K -$76K -133 -27%
FC
4046
Fusion Capital
South Carolina
$221K -$2.86K -5 -1%
LEFP
4047
Leading Edge Financial Planning
Tennessee
$221K – – –
WI
4048
WBI Investments
New Jersey
$221K +$205K +358 New
FCG
4049
Financial Connections Group
California
$220K – – –
CWM
4050
Consultiva Wealth Management
Puerto Rico
$219K – – –
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162
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