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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
451
Radnor Capital Management
Pennsylvania
$362K +$393K +8,155 New
DAM
452
Derbend Asset Management
Georgia
$357K -$378K -7,854 -49%
GSIS
453
Global Strategic Investment Solutions
Arizona
$355K – – –
MWM
454
MY Wealth Management
Maryland
$341K – – –
FA
455
Fortis Advisors
Pennsylvania
$330K +$62.2K +1,290 +21%
MGP
456
Metis Global Partners
California
$328K +$356K +7,396 New
RFN
457
Redwood Financial Network
Ohio
$325K +$92.5K +1,920 +35%
MG
458
Mather Group
Illinois
$321K -$31.2K -647 -8%
FEM
459
Fulcrum Equity Management
Texas
$311K +$1.78K +37 +0.5%
SFO
460
Stokes Family Office
Louisiana
$310K +$337K +6,997 New
BRWM
461
B. Riley Wealth Management
Tennessee
$308K +$434 +9 +0.1%
DI
462
DFPG Investments
Utah
$306K -$1.3K -27 -0.4%
AIM
463
Arcadia Investment Management
Michigan
$306K – – –
TA
464
TFG Advisers
Michigan
$305K +$11.9K +247 +4%
IC
465
Innealta Capital
Texas
$299K +$325K +6,746 New
NCM
466
NCM Capital Management
New Jersey
$296K – – –
BRWA
467
B. Riley Wealth Advisors
Florida
$294K -$23.9K -496 -7%
CIA
468
Capital Investment Advisors
Georgia
$292K – – –
APA
469
American Portfolios Advisors
New York
$284K -$645K -13,394 -68%
CWM
470
Campbell Wealth Management
Virginia
$283K – – –
TCWM
471
Total Clarity Wealth Management
Illinois
$283K +$20.6K +428 +7%
PFA
472
Peak Financial Advisors
Colorado
$280K +$19.1K +396 +7%
MWM
473
MBE Wealth Management
Wisconsin
$280K +$28.7K +595 +10%
JCM
474
Jacobi Capital Management
Pennsylvania
$278K +$24.3K +504 +9%
OPOWM
475
One Plus One Wealth Management
Florida
$271K +$295K +6,113 New
17 18
19
20 21