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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
4051
JCIC Asset Management
Ontario, Canada
$171K – – –
WAM
4052
WFA Asset Management
Wisconsin
$170K +$31.2K +53 +19%
WCM
4053
Westend Capital Management
California
$162K -$2.94K -5 -2%
AW
4054
Avion Wealth
Texas
$158K – – –
ADIM
4055
Alpha DNA Investment Management
Maryland
$157K – – –
WBWA
4056
William B. Walkup & Associates
South Carolina
$157K – – –
WCM
4057
WealthTrak Capital Management
Virginia
$156K -$15.3K -26 -9%
FDW
4058
Fourth Dimension Wealth
Ohio
$156K +$8.82K +15 +6%
SC
4059
Stephens Consulting
Michigan
$151K – – –
SRCM
4060
Signature Resources Capital Management
California
$144K +$113K +193 +302%
FNWA
4061
Financial Network Wealth Advisors
Utah
$142K +$37.6K +64 +34%
CF
4062
Conquis Financial
California
$142K – – –
OCM
4063
Osterweis Capital Management
California
$142K – – –
CWP
4064
Clark Wealth Partners
Illinois
$137K +$588 +1 +0.4%
TC
4065
Tsai Capital
New York
$136K +$143K +243 New
ZRP
4066
Zynergy Retirement Planning
New Jersey
$134K – – –
AF
4067
Atala Financial
California
$133K – – –
BP
4068
BNP Paribas
France
$131K -$55.8K -95 -29%
RI
4069
Ridgewood Investments
New Jersey
$131K – – –
GAG
4070
Goodman Advisory Group
Massachusetts
$130K +$137K +233 New
VBA
4071
von Borstel & Associates
Oregon
$130K +$137K +233 New
PWMG
4072
Prestige Wealth Management Group
New Jersey
$127K +$24.7K +42 +23%
CWM
4073
Cedar Wealth Management
California
$127K +$50.5K +86 +61%
AF
4074
Abound Financial
California
$126K +$132K +225 New
PMIM
4075
Prudent Man Investment Management
Colorado
$125K – – –
161 162
163
164 165