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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CKAIS
4501
Christensen King & Associates Investment Services
Washington
$210K +$204K +282 New
OPWM
4502
Oregon Pacific Wealth Management
Oregon
$210K +$204K +281 New
STFP
4503
Signal Tree Financial Partners
Ohio
$210K +$204K +281 New
WH
4504
Willner & Heller
California
$209K +$203K +280 New
FWA
4505
FORM Wealth Advisors
Wisconsin
$209K +$203K +280 New
GMA
4506
Glassy Mountain Advisors
Maryland
$209K +$203K +280 New
SWM
4507
Seed Wealth Management
Illinois
$209K +$203K +280 New
SF
4508
Sun Financial
Utah
$208K +$195K +269 New
TPWM
4509
Twelve Points Wealth Management
Massachusetts
$208K -$306K -422 -60%
FS
4510
Financial Symmetry
North Carolina
$208K -$3.63K -5 -2%
SWM
4511
Stockman Wealth Management
Montana
$207K -$46.4K -64 -19%
FI
4512
Financial Insights
Washington
$207K +$201K +277 New
CCWP
4513
Cedar Cove Wealth Partners
Minnesota
$206K +$200K +276 New
TSS
4514
Thomas Story & Son
Indiana
$205K +$199K +275 New
TC
4515
Tsai Capital
New York
$205K +$28.3K +39 +17%
BCP
4516
Blackhawk Capital Partners
Wisconsin
$205K +$199K +274 New
EPP
4517
ETF Portfolio Partners
Kansas
$205K +$199K +274 New
WW
4518
Winnow Wealth
Texas
$204K +$199K +274 New
NL
4519
NorthAvenue LLC
Ohio
$203K -$3.63K -5 -2%
CSC
4520
Caldwell Sutter Capital
California
$203K +$29.7K +41 +18%
LIM
4521
Letson Investment Management
Georgia
$203K +$197K +272 New
PGFG
4522
Pine Grove Financial Group
Minnesota
$203K +$197K +272 New
AHC
4523
Anderson Hoagland & Co
Missouri
$202K +$196K +271 New
RH
4524
RFG Holdings
Texas
$202K +$196K +270 New
PFA
4525
Peak Financial Advisors
Colorado
$201K +$195K +269 New
179 180
181
182 183