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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
4101
EQ Wealth Advisors
Texas
$180K +$166K +291 New
KWM
4102
Kiker Wealth Management
Georgia
$179K -$378K -662 -70%
WAM
4103
WFA Asset Management
Wisconsin
$177K – – –
PWMG
4104
Prestige Wealth Management Group
New Jersey
$174K +$30.9K +54 +24%
ADIM
4105
Alpha DNA Investment Management
Maryland
$173K – – –
BCM
4106
Blume Capital Management
California
$170K -$114K -200 -42%
SC
4107
Stephens Consulting
Michigan
$169K +$2.86K +5 +2%
MHIP
4108
Mountain Hill Investment Partners
New Jersey
$164K +$36.6K +64 +32%
WCM
4109
Westend Capital Management
California
$163K -$14.9K -26 -9%
CF
4110
Conquis Financial
California
$156K – – –
OCM
4111
Osterweis Capital Management
California
$156K – – –
CWP
4112
Clark Wealth Partners
Illinois
$152K – – –
BP
4113
BNP Paribas
France
$145K -$134K -235 Closed
GAG
4114
Goodman Advisory Group
Massachusetts
$144K – – –
RI
4115
Ridgewood Investments
New Jersey
$143K -$1.72K -3 -1%
CIM
4116
Contravisory Investment Management
Massachusetts
$142K +$15.4K +27 +13%
CWM
4117
Cedar Wealth Management
California
$140K – – –
TCM
4118
Tradewinds Capital Management
Washington
$139K +$1.72K +3 +1%
AIA
4119
Aventus Investment Advisors
Florida
$137K +$127K +222 New
SWIM
4120
Smallwood Wealth Investment Management
New Jersey
$137K +$1.14K +2 +0.9%
HCM
4121
Horrell Capital Management
Arkansas
$136K +$17.1K +30 +16%
FIM
4122
FWL Investment Management
Texas
$134K – – –
FNWA
4123
Financial Network Wealth Advisors
Utah
$133K -$21.7K -38 -15%
MFG
4124
Mendota Financial Group
Wisconsin
$130K – – –
SFO
4125
Standard Family Office
South Dakota
$130K – – –
163 164
165
166 167