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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
4276
Carroll Advisory Group
Texas
$264K +$6.12K +9 +2%
DW
4277
Durante & Waters
New York
$263K – – –
OWA
4278
One Wealth Advisors
California
$262K – – –
AAG
4279
Avalon Advisory Group
Pennsylvania
$262K – – –
LWM
4280
LongView Wealth Management
Georgia
$262K – – –
AWA
4281
Adapt Wealth Advisors
Georgia
$260K -$49.6K -73 -15%
SGWM
4282
Sterling Group Wealth Management
California
$259K – – –
DAS
4283
DMKC Advisory Services
Iowa
$259K +$680 +1 +0.3%
TC
4284
Town Capital
Maryland
$259K – – –
JRSI
4285
Jeter Robert S II
$258K +$238K +350 New
LEFP
4286
Leading Edge Financial Planning
Tennessee
$258K +$26.5K +39 +11%
FWM
4287
FLP Wealth Management
Arkansas
$256K -$206K -303 -43%
BFAG
4288
Blackston Financial Advisory Group
Florida
$256K +$18.4K +27 +7%
SC
4289
Sykon Capital
New York
$256K +$1.36K +2 +0.5%
MPAM
4290
Murphy Pohlad Asset Management
Minnesota
$255K – – –
TJHA
4291
Thomas J. Herzfeld Advisors
Florida
$254K – – –
JHP
4292
James Hambro & Partners
United Kingdom
$254K -$442K -650 -63%
PC
4293
Pecaut & Co
Iowa
$253K -$680 -1 -0.3%
RAM
4294
Readystate Asset Management
Illinois
$253K -$2.12M -3,123 -89%
DB
4295
Dravo Bay
Delaware
$253K – – –
CG
4296
Clifford Group
Massachusetts
$253K +$4.08K +6 +2%
BBL
4297
Beck Bode LLC
Massachusetts
$253K -$2.68M -3,942 -91%
HHCP
4298
Hilton Head Capital Partners
South Carolina
$252K – – –
GWM
4299
GK Wealth Management
Nevada
$252K -$1.1M -1,616 -80%
DWM
4300
DWR Wealth Management
California
$252K +$680 +1 +0.3%
170 171
172
173 174