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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
4026
GFG Capital
Florida
$242K -$11.5K -18 -5%
UCI
4027
Uncommon Cents Investing
Wisconsin
$241K – – –
JWM
4028
JP Wealth Management
South Carolina
$240K – – –
BMWS
4029
Brady Martz Wealth Solutions
North Dakota
$240K +$231K +360 New
AW
4030
Avion Wealth
Texas
$239K +$31.4K +49 +16%
LEFP
4031
Leading Edge Financial Planning
Tennessee
$238K – – –
AAA
4032
AG Asset Advisory
California
$238K -$218K -340 -49%
PWA
4033
Peterson Wealth Advisors
Utah
$238K -$29.5K -46 -11%
CS
4034
Capital Square
Tennessee
$237K -$94.9K -148 -29%
EAM
4035
Everstar Asset Management
North Carolina
$237K -$3.85K -6 -2%
WI
4036
WBI Investments
New Jersey
$237K -$1.28K -2 -0.6%
FCG
4037
Financial Connections Group
California
$237K – – –
CWM
4038
Consultiva Wealth Management
Puerto Rico
$236K – – –
CNBOF
4039
City National Bank of Florida
Florida
$236K -$25.6K -40 -10%
HA
4040
Helium Advisors
Washington
$235K -$427K -666 -65%
IIM
4041
Ipswich Investment Management
Massachusetts
$234K -$37.8K -59 -14%
HCA
4042
Hyperion Capital Advisors
New York
$234K – – –
SI
4043
Sprott Inc
Ontario, Canada
$234K – – –
OL
4044
one8zero8 LLC
North Carolina
$233K – – –
CWMGP
4045
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$233K +$224K +350 New
NFC
4046
Northstar Financial Companies
Pennsylvania
$233K -$13.5K -21 -6%
BA
4047
Bluesphere Advisors
Pennsylvania
$232K +$12.8K +20 +6%
VBA
4048
von Borstel & Associates
Oregon
$232K +$219K +341 New
ACM
4049
Avos Capital Management
Washington
$231K +$222K +347 New
LAMNM
4050
Longview Asset Management (New Mexico)
New Mexico
$230K -$112K -175 -34%
160 161
162
163 164