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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SOWAS
4326
Silver Oak Wealth Advisors Services
California
– -$223K -381 Closed
NPI
4327
New Perspectives Inc
Mississippi
– -$222K -379 Closed
PWA
4328
Peterson Wealth Advisors
Utah
– -$222K -375 Closed
BDL
4329
Bey-Douglas LLC
Georgia
– -$219K -374 Closed
PRRFG
4330
Paul R. Ried Financial Group
Washington
– -$219K -373 Closed
HW
4331
Hamilton Wealth
California
– -$217K -370 Closed
CWD
4332
Clarity Wealth Development
Oregon
– -$222K -369 Closed
CWMGP
4333
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$213K -363 Closed
CWA
4334
Clearview Wealth Advisors
Oregon
– -$213K -363 Closed
OWA
4335
One Wealth Advisors
California
– -$212K -362 Closed
PM
4336
Phraction Management
Connecticut
– -$210K -359 Closed
IA
4337
Inspire Advisors
Idaho
– -$207K -354 Closed
PPA
4338
Pacific Point Advisors
California
– -$212K -353 Closed
GPW
4339
Genesis Private Wealth
Virginia
– -$206K -352 Closed
HCA
4340
Hyperion Capital Advisors
New York
– -$206K -352 Closed
KIA
4341
Kraematon Investment Advisors
Massachusetts
– -$205K -350 Closed
VR
4342
Valued Retirements
Texas
– -$205K -349 Closed
GCM
4343
Gibraltar Capital Management
Oklahoma
– -$204K -348 Closed
IPW
4344
Inlet Private Wealth
Florida
– -$203K -347 Closed
GWM
4345
GDS Wealth Management
Texas
– -$203K -346 Closed
EFP
4346
Envision Financial Planning
Tennessee
– -$202K -345 Closed
PFC
4347
Phocas Financial Corp
California
– -$202K -345 Closed
AIA
4348
Affinity Investment Advisors
California
– -$202K -344 Closed
MFG
4349
MTM Financial Group
Pennsylvania
– -$200K -342 Closed
OF
4350
Outfitter Financial
Maine
– -$200K -342 Closed
171 172 173
174
175