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State Street SPDR Portfolio S&P 500 ETF
SPYM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Optivise Advisory Services
1451
Optivise Advisory Services
Tennessee
USD 270 k -USD 61.3 k -719 -19%
BWG
1452
Boomfish Wealth Group
Georgia
USD 270 k – – –
Linscomb Wealth
1453
Linscomb Wealth
Texas
USD 269 k -USD 22.2 k -260 -8%
Aaron Wealth Advisors
1454
Aaron Wealth Advisors
Illinois
USD 268 k – – –
Chesley Taft & Associates
1455
Chesley Taft & Associates
Illinois
USD 266 k +USD 30.2 k +354 +13%
Parsons Capital Management
1456
Parsons Capital Management
Rhode Island
USD 265 k +USD 1.62 k +19 +0.6%
BNMT
1457
Bawa N Mallick Trust
New York
USD 264 k – – –
Monetary Management Group
1458
Monetary Management Group
Missouri
USD 264 k +USD 256 k +3,000 Nuevas
Princeton Global Asset Management
1459
Princeton Global Asset Management
New Jersey
USD 263 k +USD 103 k +1,203 +67%
Beech Hill Advisors
1460
Beech Hill Advisors
New York
USD 263 k +USD 32.3 k +379 +14%
Cypress Capital Management (Wyoming)
1461
Cypress Capital Management (Wyoming)
Wyoming
USD 263 k -USD 12.2 k -143 -5%
Moller Wealth Partners
1462
Moller Wealth Partners
USD 262 k – – –
Sequent Asset Management
1463
Sequent Asset Management
Texas
USD 262 k – – –
Pine Grove Financial Group
1464
Pine Grove Financial Group
Minnesota
USD 261 k +USD 254 k +2,975 Nuevas
M3 Advisory Group
1465
M3 Advisory Group
Massachusetts
USD 261 k – – –
Iron Gate Global Advisors
1466
Iron Gate Global Advisors
Utah
USD 260 k – – –
Crescent Grove Advisors
1467
Crescent Grove Advisors
Illinois
USD 257 k – – –
Kaydan Wealth Management
1468
Kaydan Wealth Management
Michigan
USD 257 k -USD 2.05 k -24 -0.8%
Rockline Wealth Management
1469
Rockline Wealth Management
New York
USD 256 k +USD 23 k +270 +10%
Pallas Capital Advisors
1470
Pallas Capital Advisors
Massachusetts
USD 256 k +USD 248 k +2,912 Nuevas
Everhart Financial Group
1471
Everhart Financial Group
Ohio
USD 256 k +USD 5.29 k +62 +2%
Brian Low Financial Group
1472
Brian Low Financial Group
Louisiana
USD 255 k -USD 29.3 k -343 -11%
F/M Investments
1473
F/M Investments
District of Columbia
USD 255 k – – –
Pennington Partners & Co
1474
Pennington Partners & Co
Maryland
USD 254 k +USD 247 k +2,894 Nuevas
Parkside Financial Bank & Trust
1475
Parkside Financial Bank & Trust
Missouri
USD 254 k +USD 7.34 k +86 +3%
57 58
59
60 61