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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
4101
BAM Wealth Management
Colorado
$212K +$204K +318 New
CFG
4102
CMC Financial Group
Georgia
$212K +$204K +318 New
PWM
4103
Provident Wealth Management
Tennessee
$211K +$203K +317 New
TA
4104
Tectonic Advisors
Texas
$211K +$203K +316 New
CWMG
4105
Compass Wealth Management (Georgia)
Georgia
$210K +$202K +315 New
DWA
4106
Dorsey Wright & Associates
California
$210K +$202K +315 New
PPWM
4107
Paragon Private Wealth Management
Kentucky
$210K +$202K +315 New
OWM
4108
OneAscent Wealth Management
Alabama
$209K -$30.1K -47 -13%
BDPWM
4109
Barnes Dennig Private Wealth Management
Ohio
$209K +$201K +314 New
WF
4110
Whelan Financial
California
$209K +$201K +313 New
PC
4111
Prairiewood Capital
North Dakota
$209K +$201K +313 New
MA
4112
Mosaic Advisors
Texas
$208K +$200K +312 New
MWM
4113
Magnolia Wealth Management
Alabama
$207K +$199K +311 New
CSA
4114
Cornerstone Select Advisors
Missouri
$207K -$16K -25 -7%
FFL
4115
Financial Freedom LLC
Ohio
$207K +$641 +1 +0.3%
CI
4116
CPR Investments
Michigan
$207K -$41K -64 -17%
ES
4117
ETF Store
Kansas
$206K +$198K +309 New
WCM
4118
WealthTrak Capital Management
Virginia
$206K +$4.49K +7 +2%
CCM
4119
Cullen Capital Management
New York
$206K +$198K +309 New
PWMG
4120
Prestige Wealth Management Group
New Jersey
$206K +$17.3K +27 +10%
KWM
4121
Kiker Wealth Management
Georgia
$204K +$10.9K +17 +6%
LS
4122
Leelyn Smith
Illinois
$204K +$196K +306 New
CCC
4123
Chelsea Counsel Company
California
$204K – – –
FA
4124
Faithward Advisors
Pennsylvania
$204K +$196K +306 New
FF
4125
Foronjy Financial
California
$203K +$196K +305 New
163 164
165
166 167