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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
4451
Whelan Financial
California
$234K – – –
IIM
4452
Ipswich Investment Management
Massachusetts
$233K -$29K -40 -11%
PRAG
4453
Portfolio Resources Advisor Group
Florida
$233K -$298K -411 -57%
KL
4454
KilterHowling LLC
Colorado
$232K – – –
ES
4455
ETF Store
Kansas
$232K – – –
SAM
4456
Sagewood Asset Management
New York
$231K +$225K +310 New
TWM
4457
TSA Wealth Management
Texas
$231K -$10.2K -14 -4%
DA
4458
Drake & Associates
Wisconsin
$231K -$9.43K -13 -4%
MFP
4459
Meridian Financial Partners
Virginia
$230K -$4.35K -6 -2%
MWM
4460
Maltin Wealth Management
New Jersey
$230K -$13.1K -18 -6%
MWM
4461
Mosley Wealth Management
California
$230K -$718K -990 -76%
CWM
4462
Cadence Wealth Management
Massachusetts
$229K +$223K +307 New
NWA
4463
New World Advisors
Massachusetts
$229K +$223K +307 New
FFL
4464
Financial Freedom LLC
Ohio
$229K +$725 +1 +0.3%
AC
4465
Applied Capital
Arkansas
$229K -$21.8K -30 -9%
HDA
4466
Harold Davidson & Associates
California
$228K -$95K -131 -30%
FF
4467
Friday Financial
Iowa
$226K +$219K +302 New
VEM
4468
Vann Equity Management
Texas
$225K +$218K +301 New
SA
4469
SPG Advisors
Washington
$225K +$218K +301 New
AWS
4470
Aspen Wealth Strategies
Colorado
$225K +$218K +301 New
JWM
4471
JDH Wealth Management
California
$224K +$218K +300 New
BJB
4472
Broadhurst Jeffrey B
$224K -$28.3K -39 -12%
DFS
4473
Demming Financial Services
Ohio
$224K +$218K +300 New
HWM
4474
HFR Wealth Management
New York
$224K +$218K +300 New
HEM
4475
Henson-Edgewater Management
Ohio
$223K +$209K +288 New
177 178
179
180 181