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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
301
Continuum Advisory
Idaho
$8.17M +$94.4K +1,534 +1%
TF
302
Theory Financial
Colorado
$8.1M +$2.74M +44,527 +54%
4WM
303
49 Wealth Management
Texas
$8.06M +$7.73M +125,605 New
GSEP
304
Golden State Equity Partners
California
$8.05M +$7.74M +125,747 New
MFS
305
Mattson Financial Services
Michigan
$8.02M +$7.71M +125,292 New
MOS
306
MGO One Seven
Ohio
$7.98M +$1.02M +16,525 +15%
IWN
307
Independent Wealth Network
Iowa
$7.93M -$260K -4,231 -3%
FZCM
308
Flynn Zito Capital Management
New York
$7.88M +$1.48M +24,063 +24%
TFA
309
Transamerica Financial Advisors
Florida
$7.86M – – –
JWM
310
Jackson Wealth Management
Florida
$7.84M -$7.95M -129,125 -51%
PA
311
PFG Advisors
Arizona
$7.81M +$2.68M +43,514 +55%
CA
312
Capital Advantage
California
$7.8M +$4.04M +65,660 +122%
CAG
313
Csenge Advisory Group
Florida
$7.79M -$5.63M -91,404 -43%
ODA
314
One Degree Advisors
California
$7.79M -$324K -5,268 -4%
KAM
315
Kensington Asset Management
Texas
$7.67M -$698K -11,337 -9%
LS
316
Liquid Strategies
Georgia
$7.67M -$698K -11,337 -9%
MFA
317
Morling Financial Advisors
California
$7.55M -$190K -3,087 -3%
AWMNH
318
Arcadia Wealth Management (New Hampshire)
New Hampshire
$7.43M -$1.43M -23,248 -17%
RIM
319
Redwood Investment Management
Arizona
$7.4M -$2.92M -47,500 -29%
LWMM
320
Legacy Wealth Management (Mississippi)
Mississippi
$7.35M +$597K +9,705 +9%
IAA
321
Independent Advisor Alliance
North Carolina
$7.26M +$6.99M +113,467 New
AAS
322
Avantax Advisory Services
Texas
$7.26M +$1.46M +23,764 +27%
WWP
323
WR Wealth Planners
Missouri
$7.25M +$152K +2,464 +2%
MHB
324
Midwest Heritage Bank
Iowa
$7.24M -$358K -5,816 -5%
KWM
325
Kingsview Wealth Management
Oregon
$7.23M +$433K +7,033 +7%
11 12
13
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