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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BDPWM
4101
Barnes Dennig Private Wealth Management
Ohio
$209K +$201K +314 New
WF
4102
Whelan Financial
California
$209K +$201K +313 New
PC
4103
Prairiewood Capital
North Dakota
$209K +$201K +313 New
MA
4104
Mosaic Advisors
Texas
$208K +$200K +312 New
MWM
4105
Magnolia Wealth Management
Alabama
$207K +$199K +311 New
CSA
4106
Cornerstone Select Advisors
Missouri
$207K -$16K -25 -7%
FFL
4107
Financial Freedom LLC
Ohio
$207K +$641 +1 +0.3%
CI
4108
CPR Investments
Michigan
$207K -$41K -64 -17%
ES
4109
ETF Store
Kansas
$206K +$198K +309 New
WCM
4110
WealthTrak Capital Management
Virginia
$206K +$4.49K +7 +2%
CCM
4111
Cullen Capital Management
New York
$206K +$198K +309 New
PWMG
4112
Prestige Wealth Management Group
New Jersey
$206K +$17.3K +27 +10%
KWM
4113
Kiker Wealth Management
Georgia
$204K +$10.9K +17 +6%
LS
4114
Leelyn Smith
Illinois
$204K +$196K +306 New
CCC
4115
Chelsea Counsel Company
California
$204K – – –
FA
4116
Faithward Advisors
Pennsylvania
$204K +$196K +306 New
FF
4117
Foronjy Financial
California
$203K +$196K +305 New
ICM
4118
Intrepid Capital Management
Florida
$203K +$196K +305 New
VVP
4119
Vulcan Value Partners
Alabama
$203K +$194K +303 New
CA
4120
Claris Advisors
Missouri
$203K – – –
RWA
4121
Rooted Wealth Advisors
Illinois
$203K +$194K +303 New
CWM
4122
Cabot Wealth Management
Massachusetts
$202K +$195K +304 New
DCM
4123
Discovery Capital Management
Connecticut
$201K -$10.9K -17 -5%
CWM
4124
Cadence Wealth Management
Massachusetts
$200K +$193K +301 New
KPP
4125
Kings Path Partners
Texas
$187K -$50.6K -79 -22%
163 164
165
166 167