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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
226
Wealth Advisory Solutions
Indiana
$19.9M +$1.51M +21,714 +8%
HIP
227
HUB Investment Partners
Texas
$19.9M +$3.34M +48,253 +20%
BC
228
Bricktown Capital
Michigan
$19.7M +$19.5M +282,000 +7,520%
HWM
229
Hobbs Wealth Management
Indiana
$19.5M +$19.6M +282,540 New
IFG
230
Independent Financial Group
California
$19.5M +$1.98M +28,601 +11%
MCM
231
M1 Capital Management
Michigan
$19.5M +$19.6M +282,184 New
CWAF
232
Core Wealth Advisors (Florida)
Florida
$19.3M -$53.6K -773 -0.3%
BOSSRA
233
B.O.S.S. Retirement Advisors
Utah
$19.3M +$16.6M +239,450 +586%
RFS
234
Retirement Financial Solutions
Tennessee
$19.3M -$1.41M -20,397 -7%
AI
235
Arrien Investments
Idaho
$19.3M -$271K -3,906 -1%
PIA
236
Panoramic Investment Advisors
Colorado
$19.3M +$1.78M +25,660 +10%
WCM
237
Windsor Capital Management
Arizona
$18.9M -$588K -8,479 -3%
SB
238
Strategic Blueprint
Georgia
$18.9M -$338K -4,872 -2%
BCI
239
Brinker Capital Investments
Pennsylvania
$18.9M +$3.72M +53,674 +24%
OPS
240
Orion Portfolio Solutions
Nebraska
$18.9M +$3.72M +53,674 +24%
SPAS
241
Spectrum Planning & Advisory Services
California
$18.8M -$212K -3,057 -1%
BAM
242
Belpointe Asset Management
Nevada
$18.7M +$12.2M +176,124 +165%
AIM
243
Astor Investment Management
Illinois
$18.5M -$2.99M -43,206 -14%
RA
244
Rational Advisors
New York
$18M -$1.86M -26,905 -9%
PBF
245
Petix & Botte Financial
California
$17.8M +$17.9M +258,870 New
VCM
246
Vivaldi Capital Management
Illinois
$17.8M -$815K -11,754 -4%
KCAM
247
Kagan Cocozza Asset Management
New Jersey
$17.8M +$17.9M +258,740 New
JWM
248
Jackson Wealth Management
Florida
$17.8M +$984K +14,192 +6%
GWP
249
Gen-Wealth Partners
Michigan
$17.3M -$388K -5,597 -2%
TA
250
Tectonic Advisors
Texas
$17M +$232K +3,353 +1%
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