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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
4176
Carlson Financial
Oregon
$308K -$8.84K -13 -3%
CPW
4177
Cogent Private Wealth
Florida
$308K – – –
BLWM
4178
Bucket List Wealth Management
Florida
$307K – – –
JESC
4179
J.E. Simmons & Co
Texas
$306K – – –
PWS
4180
Peloton Wealth Strategists
Indiana
$306K +$680 +1 +0.2%
WMWM
4181
Whitaker-Myers Wealth Managers
Ohio
$306K -$9.52K -14 -3%
PA
4182
Probity Advisors
Texas
$304K -$74.1K -109 -19%
FI
4183
FIDELIS iM
Oregon
$304K +$1.36K +2 +0.4%
MFC
4184
Mechanics Financial Corp
Ohio
$303K -$37.4K -55 -11%
PTCG
4185
Pring Turner Capital Group
California
$303K – – –
CIR
4186
Clear Investment Research
Georgia
$302K – – –
CAG
4187
Compass Advisory Group
New York
$302K +$315K +464 New
MWML
4188
M Wealth Management LLC
California
$302K -$19.7K -29 -6%
MWM
4189
Moulton Wealth Management
Washington
$302K +$680 +1 +0.2%
ERWM
4190
Elk River Wealth Management
Colorado
$301K -$32.6K -48 -9%
PFA
4191
Professional Financial Advisors
Nebraska
$301K +$48.3K +71 +18%
GPWA
4192
Gaddis Premier Wealth Advisors
Oklahoma
$300K – – –
JTWM
4193
Jackson Thornton Wealth Management
Alabama
$300K +$680 +1 +0.2%
ARG
4194
Advisory Resource Group
Oklahoma
$299K +$58.5K +86 +23%
WA
4195
Winter & Associates
Minnesota
$299K -$8.84K -13 -3%
ICMM
4196
Integrated Capital Management (Michigan)
Michigan
$298K -$110K -162 -26%
FPW
4197
Flywheel Private Wealth
California
$297K +$27.2K +40 +10%
CM
4198
Cornerstone Management
Georgia
$297K – – –
BDFN
4199
Bond & Devick Financial Network
Minnesota
$297K – – –
SAM
4200
SVRN Asset Management
Texas
$296K – – –
166 167
168
169 170