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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
4401
Fortune Financial Group
Florida
$240K +$233K +322 New
OWM
4402
OneAscent Wealth Management
Alabama
$239K +$232K +320 New
OFA
4403
Oak Family Advisors
Illinois
$239K – – –
GIP
4404
Greatmark Investment Partners
Georgia
$238K -$3.63K -5 -2%
BGWM
4405
Bridge Generations Wealth Management
Florida
$238K +$231K +319 New
KIA
4406
Kraematon Investment Advisors
Massachusetts
$238K – – –
LBC
4407
Lane Brothers & Co
Arizona
$238K -$83.4K -115 -27%
OPWM
4408
Oakwell Private Wealth Management
Texas
$238K – – –
FWM
4409
FSR Wealth Management
Illinois
$237K +$231K +318 New
BFM
4410
Broadview Financial Management
Wisconsin
$237K +$725 +1 +0.3%
BW
4411
Blalock Williams
Alabama
$237K -$1.45K -2 -0.6%
PWM
4412
Provident Wealth Management
Tennessee
$237K – – –
RM
4413
RCW Management
Florida
$237K – – –
CSA
4414
Cornerstone Select Advisors
Missouri
$236K – – –
CWMG
4415
Compass Wealth Management (Georgia)
Georgia
$236K +$725 +1 +0.3%
TIAAOA
4416
Teachers Insurance & Annuity Association of America
New York
$235K – – –
MDCM
4417
Morgan Dempsey Capital Management
Wisconsin
$235K – – –
OL
4418
Owen LaRue
Kentucky
$235K +$725 +1 +0.3%
BDPWM
4419
Barnes Dennig Private Wealth Management
Ohio
$234K – – –
GAG
4420
Goodman Advisory Group
Massachusetts
$234K +$43.5K +60 +24%
WF
4421
Whelan Financial
California
$234K – – –
IIM
4422
Ipswich Investment Management
Massachusetts
$233K -$29K -40 -11%
PRAG
4423
Portfolio Resources Advisor Group
Florida
$233K -$298K -411 -57%
KL
4424
KilterHowling LLC
Colorado
$232K – – –
ES
4425
ETF Store
Kansas
$232K – – –
175 176
177
178 179