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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
426
JNBA Financial Advisors
Minnesota
$10.7M +$4.53M +56,646 +68%
BBPWM
427
Blue Bell Private Wealth Management
Pennsylvania
$10.7M +$1.25M +15,582 +13%
SF
428
Summit Financial
New Jersey
$10.7M +$2.11M +26,414 +23%
CRW
429
Clarity Retirement & Wealth
Massachusetts
$10.6M -$853K -10,664 -7%
SWTS
430
Stonehaven Wealth & Tax Solutions
Wisconsin
$10.5M +$171K +2,133 +2%
AA
431
Alesco Advisors
New York
$10.5M +$1.45M +18,086 +15%
AWMG
432
Alliance Wealth Management Group
New Jersey
$10.4M -$48.1K -601 -0.4%
EFG
433
Ethos Financial Group
Pennsylvania
$10.4M -$1.19M -14,839 -10%
FPWM
434
FSB Premier Wealth Management
Iowa
$10.3M -$109K -1,359 -1%
VVP
435
Venture Visionary Partners
Ohio
$10.2M -$210K -2,625 -2%
HCM
436
Hollencrest Capital Management
California
$10.1M -$95.7K -1,196 -0.9%
AR
437
Apeiron RIA
Texas
$10.1M +$535K +6,690 +5%
BPA
438
Beacon Pointe Advisors
California
$10.1M +$1.47M +18,333 +16%
SA
439
Strategic Advisors
New York
$9.97M +$546K +6,828 +6%
NGA
440
Naples Global Advisors
Florida
$9.94M +$199K +2,488 +2%
DP
441
DDD Partners
Washington
$9.92M +$10.4M +129,560 New
MCC
442
Money Concepts Capital
Florida
$9.89M -$4.25M -53,122 -29%
CAG
443
Crestwood Advisors Group
Massachusetts
$9.84M -$3.99M -49,933 -28%
SWM
444
StoneCrest Wealth Management
Arizona
$9.79M +$25.7K +321 +0.3%
CAP
445
Cordoba Advisory Partners
New York
$9.67M -$207K -2,592 -2%
ECA
446
Elevated Capital Advisors
Utah
$9.61M -$2.75M -34,383 -21%
CRFG
447
Columbia River Financial Group
Washington
$9.6M +$480K +6,002 +5%
BWM
448
BlackDiamond Wealth Management
New York
$9.5M +$1.84M +23,020 +23%
TVWM
449
Tower View Wealth Management
Wisconsin
$9.49M +$423K +5,283 +4%
BWFA
450
Baltimore-Washington Financial Advisors
Maryland
$9.41M +$198K +2,480 +2%
16 17
18
19 20