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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
4051
WealthTrak Capital Management
Virginia
$156K -$15.3K -26 -9%
FDW
4052
Fourth Dimension Wealth
Ohio
$156K +$8.82K +15 +6%
SC
4053
Stephens Consulting
Michigan
$151K – – –
SRCM
4054
Signature Resources Capital Management
California
$144K +$113K +193 +302%
FNWA
4055
Financial Network Wealth Advisors
Utah
$142K +$37.6K +64 +34%
CF
4056
Conquis Financial
California
$142K – – –
OCM
4057
Osterweis Capital Management
California
$142K – – –
CWP
4058
Clark Wealth Partners
Illinois
$137K +$588 +1 +0.4%
TC
4059
Tsai Capital
New York
$136K +$143K +243 New
ZRP
4060
Zynergy Retirement Planning
New Jersey
$134K – – –
AF
4061
Atala Financial
California
$133K – – –
BP
4062
BNP Paribas
France
$131K -$55.8K -95 -29%
RI
4063
Ridgewood Investments
New Jersey
$131K – – –
GAG
4064
Goodman Advisory Group
Massachusetts
$130K +$137K +233 New
VBA
4065
von Borstel & Associates
Oregon
$130K +$137K +233 New
PWMG
4066
Prestige Wealth Management Group
New Jersey
$127K +$24.7K +42 +23%
CWM
4067
Cedar Wealth Management
California
$127K +$50.5K +86 +61%
AF
4068
Abound Financial
California
$126K +$132K +225 New
PMIM
4069
Prudent Man Investment Management
Colorado
$125K – – –
TCM
4070
Tradewinds Capital Management
Washington
$124K -$7.05K -12 -5%
DCM
4071
Davidson Capital Management
Texas
$124K +$130K +222 New
CRFG
4072
Columbia River Financial Group
Washington
$124K +$131K +223 New
CCA
4073
Cadent Capital Advisors
Oklahoma
$123K – – –
SWIM
4074
Smallwood Wealth Investment Management
New Jersey
$123K +$28.2K +48 +28%
FIM
4075
FWL Investment Management
Texas
$121K +$1.18K +2 +0.9%
161 162
163
164 165