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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
4051
TCP Asset Management
Ohio
$220K – – –
KW
4052
KWB Wealth
California
$220K – – –
BDL
4053
Bey-Douglas LLC
Georgia
$219K – – –
PRRFG
4054
Paul R. Ried Financial Group
Washington
$219K +$220K +373 New
CNBT
4055
Cornerstone National Bank & Trust
Illinois
$218K – – –
AA
4056
Alpha Advisors
Virginia
$218K +$219K +372 New
BIMC
4057
Benson Investment Management Company
Virginia
$218K +$8.84K +15 +4%
SA
4058
Strategic Advocates
Utah
$218K -$111K -189 -34%
HW
4059
Hamilton Wealth
California
$217K -$38.3K -65 -15%
BCM
4060
Blume Capital Management
California
$216K – – –
KWM
4061
KMT Wealth Management
California
$216K +$217K +369 New
BRIA
4062
Balanced Rock Investment Advisors
Massachusetts
$216K – – –
CAG
4063
Compass Advisory Group
New York
$214K -$1.77K -3 -0.8%
ARG
4064
Advisory Resource Group
Oklahoma
$214K -$1.18K -2 -0.5%
SFCL
4065
Strengthening Families & Communities LLC
Massachusetts
$213K +$589 +1 +0.3%
CWMGP
4066
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$213K +$589 +1 +0.3%
CWA
4067
Clearview Wealth Advisors
Oregon
$213K +$214K +363 New
SIM
4068
Synergy Investment Management
Florida
$213K +$214K +363 New
PPA
4069
Pacific Point Advisors
California
$212K +$208K +353 New
SCM
4070
Stevens Capital Management
Pennsylvania
$212K -$69.3M -117,617 -100%
OWA
4071
One Wealth Advisors
California
$212K – – –
UCI
4072
Uncommon Cents Investing
Wisconsin
$212K – – –
JWM
4073
JP Wealth Management
South Carolina
$212K +$213K +361 New
SO
4074
STRS Ohio
Ohio
$211K -$5.89K -10 -3%
FC
4075
Fusion Capital
South Carolina
$210K – – –
161 162
163
164 165