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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
4176
Compass Advisory Group
New York
$302K +$315K +464 New
MWML
4177
M Wealth Management LLC
California
$302K -$19.7K -29 -6%
MWM
4178
Moulton Wealth Management
Washington
$302K +$680 +1 +0.2%
ERWM
4179
Elk River Wealth Management
Colorado
$301K -$32.6K -48 -9%
PFA
4180
Professional Financial Advisors
Nebraska
$301K +$48.3K +71 +18%
GPWA
4181
Gaddis Premier Wealth Advisors
Oklahoma
$300K – – –
JTWM
4182
Jackson Thornton Wealth Management
Alabama
$300K +$680 +1 +0.2%
ARG
4183
Advisory Resource Group
Oklahoma
$299K +$58.5K +86 +23%
WA
4184
Winter & Associates
Minnesota
$299K -$8.84K -13 -3%
ICMM
4185
Integrated Capital Management (Michigan)
Michigan
$298K -$110K -162 -26%
FPW
4186
Flywheel Private Wealth
California
$297K +$27.2K +40 +10%
CM
4187
Cornerstone Management
Georgia
$297K – – –
BDFN
4188
Bond & Devick Financial Network
Minnesota
$297K – – –
SAM
4189
SVRN Asset Management
Texas
$296K – – –
SFG
4190
Sunburst Financial Group
Alabama
$295K – – –
FF
4191
Friedenthal Financial
New Jersey
$295K -$1.12M -1,653 -78%
RMF
4192
Red Mountain Financial
Colorado
$294K – – –
JCM
4193
Jag Capital Management
Missouri
$294K -$4.08K -6 -1%
PCMM
4194
Piedmont Capital Management (Montana)
Montana
$293K – – –
TC
4195
T3 Companies
New York
$293K -$657K -967 -68%
WFMPM
4196
Woodley Farra Manion Portfolio Management
Indiana
$293K +$305K +449 New
SC
4197
Schulhoff & Co
Ohio
$293K – – –
BI
4198
Beckerman Institutional
New Jersey
$291K – – –
TWM
4199
Tanglewood Wealth Management
Texas
$291K -$908K -1,336 -75%
GBFP
4200
Golden Bell Financial Planning
Georgia
$291K – – –
166 167
168
169 170