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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
4076
New World Advisors
Massachusetts
$221K -$8.33K -13 -4%
AWAU
4077
Alliance Wealth Advisors (Utah)
Utah
$221K -$641 -1 -0.3%
LWA
4078
Lifelong Wealth Advisors
Minnesota
$221K – – –
PP
4079
PFS Partners
New Jersey
$221K – – –
BFM
4080
Broadview Financial Management
Wisconsin
$220K -$1.92K -3 -0.9%
PRRFG
4081
Paul R. Ried Financial Group
Washington
$220K -$16K -25 -7%
OFA
4082
Oak Family Advisors
Illinois
$220K -$107K -167 -34%
ILI
4083
Invesco LLC (Illinois)
Illinois
$219K -$55.1K -86 -21%
OPWM
4084
Oakwell Private Wealth Management
Texas
$217K – – –
TSS
4085
Thomas Story & Son
Indiana
$217K -$32.1K -50 -13%
BCM
4086
Brookmont Capital Management
Texas
$217K – – –
FFS
4087
Fortress Financial Solutions
Arizona
$217K +$208K +325 New
TWM
4088
TSA Wealth Management
Texas
$215K +$207K +323 New
OF
4089
Outfitter Financial
Maine
$215K +$206K +322 New
SWM
4090
Sterling Wealth Management
Illinois
$215K +$206K +322 New
IIM
4091
Illumine Investment Management
Washington
$214K +$206K +321 New
PIN
4092
Prudent Investors Network
California
$214K -$5.13K -8 -2%
KIA
4093
Kraematon Investment Advisors
Massachusetts
$212K +$204K +319 New
BWM
4094
BAM Wealth Management
Colorado
$212K +$204K +318 New
CFG
4095
CMC Financial Group
Georgia
$212K +$204K +318 New
PWM
4096
Provident Wealth Management
Tennessee
$211K +$203K +317 New
TA
4097
Tectonic Advisors
Texas
$211K +$203K +316 New
CWMG
4098
Compass Wealth Management (Georgia)
Georgia
$210K +$202K +315 New
DWA
4099
Dorsey Wright & Associates
California
$210K +$202K +315 New
PPWM
4100
Paragon Private Wealth Management
Kentucky
$210K +$202K +315 New
162 163
164
165 166