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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
451
WealthPoint Financial
North Carolina
$13.2M +$5.24M +61,432 +69%
WCP
452
Wealthcare Capital Partners
Pennsylvania
$13.2M +$10.1K +118 +0.1%
RW
453
Ridgeline Wealth
Arizona
$13.2M +$9.9K +116 +0.1%
RIM
454
Redwood Investment Management
Arizona
$13.1M +$4.86M +56,982 +62%
PVI
455
Pine Valley Investments
New Jersey
$12.9M +$183K +2,143 +1%
CRW
456
Clarity Retirement & Wealth
Massachusetts
$12.9M +$727K +8,523 +6%
APA
457
Astoria Portfolio Advisors
New York
$12.9M -$4.7M -55,101 -27%
MCC
458
Money Concepts Capital
Florida
$12.9M +$1.46M +17,075 +13%
GCM
459
Gambit Capital Management
Tennessee
$12.8M +$435K +5,101 +4%
ODA
460
One Degree Advisors
California
$12.7M +$276K +3,231 +2%
MGP
461
Metis Global Partners
California
$12.5M +$11M +128,575 +927%
FI
462
Fosun International
China
$12.5M +$12.1M +142,160 New
PA
463
Perennial Advisors
New York
$12.3M +$3.85M +45,171 +48%
SPI
464
Sutton Place Investors
New York
$12.3M +$2.63M +30,866 +28%
SWTS
465
Stonehaven Wealth & Tax Solutions
Wisconsin
$12.3M +$146K +1,716 +1%
TF
466
Theory Financial
Colorado
$12.2M +$4.77M +55,928 +67%
BW
467
BIP Wealth
Georgia
$12.2M +$1.45M +16,960 +14%
AWMG
468
Alliance Wealth Management Group
New Jersey
$12.1M +$197K +2,304 +2%
HI
469
HBK Investments
Texas
$12.1M +$1.46M +17,077 +14%
VVP
470
Venture Visionary Partners
Ohio
$11.9M +$192K +2,250 +2%
GS
471
GTS Securities
Florida
$11.9M +$1.14M +13,312 +11%
SWMG
472
Sanchez Wealth Management Group
Florida
$11.8M +$3.02M +35,356 +36%
EWM
473
Evolution Wealth Management
Florida
$11.8M +$2.31M +27,132 +25%
AA
474
Alesco Advisors
New York
$11.6M -$497K -5,820 -4%
SWM
475
Steelhead Wealth Management
Virginia
$11.6M +$11.2M +131,652 New
17 18
19
20 21