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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
451
Janiczek Wealth Management
Colorado
$2K – – –
AA
452
Ancora Advisors
Ohio
$1K -$136 -3 -16%
LF
453
Lee Financial
Texas
$1K – – –
MPCG
454
Matrix Private Capital Group
New York
$1K +$317 +7 +32%
CAAS
455
Capital Asset Advisory Services
Michigan
$1K +$453 +10 +50%
BWP
456
Baldwin Wealth Partners
Massachusetts
$1K +$1.04K +23 New
SW
457
SteelPeak Wealth
California
– -$27.8M -632,929 Closed
SS
458
Simplicity Solutions
Minnesota
– -$22.4M -509,945 Closed
MUAMU
459
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$13.2M -300,000 Closed
FFN
460
Focus Financial Network
Minnesota
– -$12.4M -281,752 Closed
AFWM
461
AMJ Financial Wealth Management
Virginia
– -$723K -16,457 Closed
BCP
462
Berkeley Capital Partners
Georgia
– -$711K -16,172 Closed
MSFS
463
Main Street Financial Solutions
Pennsylvania
– -$424K -9,655 Closed
SWPG
464
Strategic Wealth Partners Group
Illinois
– -$313K -7,130 Closed
HPC
465
Hobart Private Capital
North Carolina
– -$274K -6,233 Closed
VWA
466
Visionary Wealth Advisors
Illinois
– -$255K -5,792 Closed
JSL
467
JT Stratford LLC
Georgia
– -$245K -5,571 Closed
BCA
468
Biltmore Capital Advisors
New Jersey
– -$243K -5,527 Closed
CA
469
CapWealth Advisors
Tennessee
– -$234K -5,333 Closed
OAP
470
One Advisory Partners
Kansas
– -$201K -4,568 Closed
CC
471
Courier Capital
New York
– -$200K -4,552 Closed
BWA
472
Burt Wealth Advisors
Maryland
– -$141K -3,200 Closed
OIM
473
Oder Investment Management
California
– -$104K -2,363 Closed
WFA
474
WestHill Financial Advisors
California
– -$89K -2,033 Closed
GA
475
GoalVest Advisory
New York
– -$3K -75 Closed
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