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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
4426
Altman Advisors
Illinois
$243K +$236K +325 New
TCM
4427
Tradewinds Capital Management
Washington
$241K +$59.5K +82 +34%
SPA
4428
Sound Portfolio Advisors
Connecticut
$241K – – –
PIA
4429
Panoramic Investment Advisors
Colorado
$240K – – –
FFG
4430
Fortune Financial Group
Florida
$240K +$233K +322 New
OWM
4431
OneAscent Wealth Management
Alabama
$239K +$232K +320 New
OFA
4432
Oak Family Advisors
Illinois
$239K – – –
GIP
4433
Greatmark Investment Partners
Georgia
$238K -$3.63K -5 -2%
BGWM
4434
Bridge Generations Wealth Management
Florida
$238K +$231K +319 New
KIA
4435
Kraematon Investment Advisors
Massachusetts
$238K – – –
MC
4436
Miramontes Capital
California
$238K – – –
LBC
4437
Lane Brothers & Co
Arizona
$238K -$83.4K -115 -27%
OPWM
4438
Oakwell Private Wealth Management
Texas
$238K – – –
FWM
4439
FSR Wealth Management
Illinois
$237K +$231K +318 New
BFM
4440
Broadview Financial Management
Wisconsin
$237K +$725 +1 +0.3%
BW
4441
Blalock Williams
Alabama
$237K -$1.45K -2 -0.6%
PWM
4442
Provident Wealth Management
Tennessee
$237K – – –
RM
4443
RCW Management
Florida
$237K – – –
CSA
4444
Cornerstone Select Advisors
Missouri
$236K – – –
CWMG
4445
Compass Wealth Management (Georgia)
Georgia
$236K +$725 +1 +0.3%
TIAAOA
4446
Teachers Insurance & Annuity Association of America
New York
$235K – – –
MDCM
4447
Morgan Dempsey Capital Management
Wisconsin
$235K – – –
OL
4448
Owen LaRue
Kentucky
$235K +$725 +1 +0.3%
BDPWM
4449
Barnes Dennig Private Wealth Management
Ohio
$234K – – –
GAG
4450
Goodman Advisory Group
Massachusetts
$234K +$43.5K +60 +24%
176 177
178
179 180