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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
376
Alaska Wealth Advisors
Alaska
$1.96M -$51.7K -989 -2%
VVP
377
Venture Visionary Partners
Ohio
$1.96M +$389K +7,442 +24%
BW
378
BIP Wealth
Georgia
$1.96M +$46.6K +890 +2%
WFAG
379
Worth Financial Advisory Group
North Carolina
$1.96M -$47.9K -916 -2%
CCM
380
Condor Capital Management
New Jersey
$1.95M -$49K -937 -2%
HTHT
381
Hemenway Trust Hemenway Trust
New Hampshire
$1.93M +$2.01M +38,430 New
PWA
382
PCG Wealth Advisors
Kansas
$1.93M +$195K +3,724 +11%
T
383
TCWP
Ohio
$1.9M -$8.26M -157,962 -81%
PTC
384
Private Trust Company
Ohio
$1.9M +$118K +2,253 +6%
GSEP
385
Golden State Equity Partners
California
$1.86M +$417K +7,964 +27%
PWM
386
Perigon Wealth Management
California
$1.83M +$243K +4,646 +15%
HSG
387
Helen Stephens Group
Texas
$1.82M -$13.9K -266 -0.7%
AA
388
Alesco Advisors
New York
$1.81M -$49.3K -943 -3%
MWC
389
MBM Wealth Consultants
Missouri
$1.81M +$127K +2,421 +7%
LIA
390
Luken Investment Analytics
Tennessee
$1.78M -$246K -4,712 -12%
NWMG
391
National Wealth Management Group
Ohio
$1.77M +$1.84M +35,182 New
WCA
392
Westover Capital Advisors
Delaware
$1.75M -$204K -3,898 -10%
SAG
393
SageView Advisory Group
California
$1.73M +$360K +6,888 +25%
APC
394
Aspire Private Capital
North Carolina
$1.72M +$1.43M +27,348 +396%
HH
395
HWG Holdings
Texas
$1.71M +$1.3M +24,870 +271%
NGA
396
Naples Global Advisors
Florida
$1.71M +$604K +11,545 +51%
FWI
397
Facet Wealth Inc
Maryland
$1.69M +$575 +11 +0%
KCPG
398
Kavar Capital Partners Group
Kansas
$1.69M – – –
WEG
399
World Equity Group
Illinois
$1.69M +$388K +7,413 +28%
WT
400
Whittier Trust
California
$1.69M -$11K -210 -0.6%
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