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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
4201
Adapt Wealth Advisors
Georgia
$323K -$13.5K -20 -4%
CPW
4202
Cogent Private Wealth
Florida
$323K +$320K +473 New
DF
4203
Downshift Financial
Colorado
$322K +$322K +476 New
BLWM
4204
Bucket List Wealth Management
Florida
$322K +$319K +472 New
JESC
4205
J.E. Simmons & Co
Texas
$321K +$318K +471 New
AI
4206
Axos Invest
Nevada
$320K -$12.2K -18 -4%
PWS
4207
Peloton Wealth Strategists
Indiana
$320K -$162K -240 -34%
WA
4208
Winter & Associates
Minnesota
$318K +$316K +467 New
DAM
4209
DLD Asset Management
New York
$318K +$315K +466 New
CS
4210
Capital Square
Tennessee
$317K +$73.7K +109 +31%
FI
4211
FIDELIS iM
Oregon
$317K +$314K +465 New
CIR
4212
Clear Investment Research
Georgia
$317K – – –
ALC
4213
Alexander Labrunerie & Co
Missouri
$317K +$676 +1 +0.2%
SWM
4214
Salvus Wealth Management
New Jersey
$317K +$46K +68 +17%
DCM
4215
Driehaus Capital Management
Illinois
$316K +$314K +464 New
WFP
4216
Wrenne Financial Planning
Kentucky
$315K +$10.1K +15 +3%
DI
4217
DAGCO Inc
Ohio
$315K – – –
GPWA
4218
Gaddis Premier Wealth Advisors
Oklahoma
$314K +$312K +461 New
MWM
4219
Moulton Wealth Management
Washington
$314K +$1.35K +2 +0.4%
TCM
4220
Tradewinds Capital Management
Washington
$314K +$153K +226 +97%
WG
4221
WMS Group
Louisiana
$314K +$311K +460 New
PS
4222
Portfolio Strategies
New York
$312K +$14.2K +21 +5%
MC
4223
McCarthy & Cox
Ohio
$312K -$2.36M -3,489 -88%
CFC
4224
Client First Capital
California
$312K +$310K +458 New
JCM
4225
Jag Capital Management
Missouri
$312K +$31.1K +46 +11%
167 168
169
170 171