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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
426
B. Riley Wealth Advisors
Florida
$1.41M +$477K +9,124 +48%
CAAS
427
Capital Asset Advisory Services
Michigan
$1.41M +$34.1K +652 +2%
FAP
428
Financial Advisory Partners
Florida
$1.39M +$74.1K +1,417 +5%
PFA
429
Professional Financial Advisors
Nebraska
$1.39M +$8.06K +154 +0.6%
BBA
430
Braun-Bostich & Associates
Pennsylvania
$1.35M +$1.41M +26,900 New
SEA
431
Stegent Equity Advisors
Texas
$1.34M – – –
MWM
432
MBE Wealth Management
Wisconsin
$1.32M -$49.3K -942 -3%
TCFP
433
Treasure Coast Financial Planning
Florida
$1.32M -$1.73K -33 -0.1%
CMBA
434
C.M. Bidwell & Associates
Hawaii
$1.3M -$131K -2,507 -9%
FPAS
435
Focus Partners Advisor Solutions
Missouri
$1.29M +$11K +211 +0.8%
CGFA
436
Colton Groome Financial Advisors
North Carolina
$1.27M +$164K +3,142 +14%
NFG
437
Nations Financial Group
Iowa
$1.26M +$113K +2,161 +9%
SF
438
Safeguard Financial
Wisconsin
$1.25M -$144K -2,745 -10%
FTDI
439
First Trust Direct Indexing
Massachusetts
$1.25M +$19.7K +377 +2%
TA
440
TrueWealth Advisors
Alabama
$1.25M +$61.5K +1,176 +5%
JFA
441
JNBA Financial Advisors
Minnesota
$1.23M -$315K -6,024 -20%
WPW
442
Watershed Private Wealth
Illinois
$1.22M +$248K +4,733 +24%
MA
443
MAS Advisors
Florida
$1.22M – – –
CAG
444
Crestwood Advisors Group
Massachusetts
$1.2M -$76.2K -1,456 -6%
SF
445
Slagle Financial
Illinois
$1.19M +$71.1K +1,359 +6%
AWA
446
Arkadios Wealth Advisors
Georgia
$1.19M +$429K +8,192 +53%
CA
447
CGN Advisors
Kansas
$1.19M +$21.3K +408 +2%
SPWM
448
Schrum Private Wealth Management
Florida
$1.19M +$245K +4,683 +25%
NFP
449
Narus Financial Partners
Utah
$1.19M +$7.48K +143 +0.6%
AFG
450
Atomi Financial Group
New York
$1.18M -$196K -3,740 -14%
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