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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
4051
Cornerstone National Bank & Trust
Illinois
$218K – – –
AA
4052
Alpha Advisors
Virginia
$218K +$219K +372 New
BIMC
4053
Benson Investment Management Company
Virginia
$218K +$8.84K +15 +4%
SA
4054
Strategic Advocates
Utah
$218K -$111K -189 -34%
HW
4055
Hamilton Wealth
California
$217K -$38.3K -65 -15%
BCM
4056
Blume Capital Management
California
$216K – – –
KWM
4057
KMT Wealth Management
California
$216K +$217K +369 New
BRIA
4058
Balanced Rock Investment Advisors
Massachusetts
$216K – – –
CAG
4059
Compass Advisory Group
New York
$214K -$1.77K -3 -0.8%
ARG
4060
Advisory Resource Group
Oklahoma
$214K -$1.18K -2 -0.5%
SFCL
4061
Strengthening Families & Communities LLC
Massachusetts
$213K +$589 +1 +0.3%
CWMGP
4062
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$213K +$589 +1 +0.3%
CWA
4063
Clearview Wealth Advisors
Oregon
$213K +$214K +363 New
SIM
4064
Synergy Investment Management
Florida
$213K +$214K +363 New
PPA
4065
Pacific Point Advisors
California
$212K +$208K +353 New
SCM
4066
Stevens Capital Management
Pennsylvania
$212K -$69.3M -117,617 -100%
OWA
4067
One Wealth Advisors
California
$212K – – –
UCI
4068
Uncommon Cents Investing
Wisconsin
$212K – – –
JWM
4069
JP Wealth Management
South Carolina
$212K +$213K +361 New
SO
4070
STRS Ohio
Ohio
$211K -$5.89K -10 -3%
FC
4071
Fusion Capital
South Carolina
$210K – – –
PM
4072
Phraction Management
Connecticut
$210K -$82.5K -140 -28%
AWM
4073
Avitas Wealth Management
California
$210K +$212K +359 New
LEFP
4074
Leading Edge Financial Planning
Tennessee
$210K -$19.4K -33 -8%
FCG
4075
Financial Connections Group
California
$209K – – –
161 162
163
164 165