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State Street SPDR Portfolio S&P 500 ETF
SPYM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Focus Financial Network
326
Focus Financial Network
Minnesota
USD 24.5 M +USD 5.59 M +65,521 +31%
Merkkuri Wealth Advisors
327
Merkkuri Wealth Advisors
New York
USD 24.4 M +USD 4.77 M +55,930 +25%
Fidelity Investments
328
Fidelity Investments
Massachusetts
USD 24.1 M +USD 4.06 M +47,563 +21%
Belpointe Asset Management
329
Belpointe Asset Management
Nevada
USD 24.1 M +USD 3.62 M +42,391 +18%
Accelerate Investment Advisors
330
Accelerate Investment Advisors
California
USD 24 M -USD 710 k -8,323 -3%
S.R. Schill & Associates
331
S.R. Schill & Associates
Washington
USD 24 M +USD 4.08 M +47,801 +21%
Beacon Capital Management Inc (Ohio)
332
Beacon Capital Management Inc (Ohio)
Ohio
USD 23.8 M -USD 850 k -9,963 -4%
JPL Wealth Management
333
JPL Wealth Management
Colorado
USD 23.8 M +USD 7.67 M +89,860 +50%
Strategic Blueprint
334
Strategic Blueprint
Georgia
USD 23.7 M +USD 1.29 M +15,086 +6%
Advisor OS
335
Advisor OS
Illinois
USD 23.6 M +USD 2.69 M +31,568 +13%
Calton & Associates
336
Calton & Associates
Florida
USD 23.4 M -USD 371 k -4,350 -2%
Advisornet Financial
337
Advisornet Financial
Minnesota
USD 23.2 M +USD 1.37 M +16,088 +6%
Lincoln Capital Corp
338
Lincoln Capital Corp
Rhode Island
USD 23.2 M +USD 3.92 M +45,969 +21%
Elm Partners Management
339
Elm Partners Management
Pennsylvania
USD 23 M +USD 4.27 M +50,083 +24%
Buttonwood Financial Group
340
Buttonwood Financial Group
Missouri
USD 23 M +USD 3.62 M +42,449 +19%
Investors Research Corp
341
Investors Research Corp
Georgia
USD 22.9 M +USD 905 k +10,603 +4%
Encompass More Asset Management
342
Encompass More Asset Management
California
USD 22.7 M -USD 25.3 M -296,691 -53%
Souders Financial Advisors
343
Souders Financial Advisors
Ohio
USD 22.7 M +USD 20.5 M +239,933 +1,314%
National Wealth Management Group
344
National Wealth Management Group
Ohio
USD 22.7 M +USD 11.7 M +136,920 +113%
Morrissey Wealth Management, LLC
345
Morrissey Wealth Management, LLC
Connecticut
USD 22.7 M +USD 21.4 M +250,339 Nuevas
Kingsview Wealth Management
346
Kingsview Wealth Management
Oregon
USD 22 M +USD 3.96 M +46,365 +23%
Selective Wealth Management
347
Selective Wealth Management
Virginia
USD 21.8 M +USD 4.07 M +47,661 +24%
Capital Advantage
348
Capital Advantage
California
USD 21.8 M +USD 598 k +7,011 +3%
Lloyd Advisory Services
349
Lloyd Advisory Services
Georgia
USD 21.8 M +USD 19.8 M +231,715 +1,458%
Westwind Capital
350
Westwind Capital
New Mexico
USD 21.7 M +USD 832 k +9,752 +4%
12 13
14
15 16