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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FFL
4101
Financial Freedom LLC
Ohio
$191K – – –
AW
4102
Avion Wealth
Texas
$191K +$22.3K +39 +14%
CCC
4103
Chelsea Counsel Company
California
$189K – – –
WCM
4104
WealthTrak Capital Management
Virginia
$187K +$13.7K +24 +9%
CUAMC
4105
China Universal Asset Management Company
China
$183K -$74.9K -131 -31%
EWA
4106
EQ Wealth Advisors
Texas
$180K +$166K +291 New
KWM
4107
Kiker Wealth Management
Georgia
$179K -$378K -662 -70%
WAM
4108
WFA Asset Management
Wisconsin
$177K – – –
PWMG
4109
Prestige Wealth Management Group
New Jersey
$174K +$30.9K +54 +24%
ADIM
4110
Alpha DNA Investment Management
Maryland
$173K – – –
BCM
4111
Blume Capital Management
California
$170K -$114K -200 -42%
SC
4112
Stephens Consulting
Michigan
$169K +$2.86K +5 +2%
MHIP
4113
Mountain Hill Investment Partners
New Jersey
$164K +$36.6K +64 +32%
WCM
4114
Westend Capital Management
California
$163K -$14.9K -26 -9%
CF
4115
Conquis Financial
California
$156K – – –
OCM
4116
Osterweis Capital Management
California
$156K – – –
CWP
4117
Clark Wealth Partners
Illinois
$152K – – –
BP
4118
BNP Paribas
France
$145K -$134K -235 Closed
GAG
4119
Goodman Advisory Group
Massachusetts
$144K – – –
RI
4120
Ridgewood Investments
New Jersey
$143K -$1.72K -3 -1%
CIM
4121
Contravisory Investment Management
Massachusetts
$142K +$15.4K +27 +13%
CWM
4122
Cedar Wealth Management
California
$140K – – –
TCM
4123
Tradewinds Capital Management
Washington
$139K +$1.72K +3 +1%
AIA
4124
Aventus Investment Advisors
Florida
$137K +$127K +222 New
SWIM
4125
Smallwood Wealth Investment Management
New Jersey
$137K +$1.14K +2 +0.9%
163 164
165
166 167