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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
476
Naples Global Advisors
Florida
$11.6M +$140K +1,643 +1%
SA
477
Strategic Advisors
New York
$11.4M -$57.1K -669 -0.5%
GAA
478
Guardian Asset Advisors
Pennsylvania
$11.3M +$778K +9,119 +8%
TVWM
479
Tower View Wealth Management
Wisconsin
$11.2M +$290K +3,394 +3%
FPWM
480
FSB Premier Wealth Management
Iowa
$11.1M -$668K -7,835 -6%
CRFG
481
Columbia River Financial Group
Washington
$11M -$10.4K -122 -0.1%
SWM
482
Schwallier Wealth Management
Michigan
$11M +$8.52M +99,837 +394%
AI
483
Arvest Investments
Arkansas
$10.9M +$327K +3,831 +3%
PCIA
484
Prime Capital Investment Advisors
Kansas
$10.7M +$1.58M +18,543 +18%
AWA
485
ARQ Wealth Advisors
Arizona
$10.7M +$933K +10,941 +10%
W
486
WorthPointe
California
$10.7M +$666K +7,805 +7%
ULWM
487
Upper Left Wealth Management
Florida
$10.6M +$48.9K +573 +0.5%
FZCM
488
Flynn Zito Capital Management
New York
$10.6M -$145K -1,703 -1%
NAM
489
NorthCrest Asset Manangement
Minnesota
$10.6M +$5.13M +60,175 +101%
XPN
490
XY Planning Network
Montana
$10.6M +$5.26M +61,604 +105%
AWM
491
Abound Wealth Management
Tennessee
$10.6M +$1.54M +18,018 +18%
CAP
492
Cordoba Advisory Partners
New York
$10.6M -$530K -6,212 -5%
CCA
493
Cooper Capital Advisors
California
$10.5M +$415K +4,864 +4%
OSAM
494
O'Shaughnessy Asset Management
Connecticut
$10.5M +$1.99M +23,336 +24%
RSA
495
River Street Advisors
Illinois
$10.4M +$522K +6,121 +5%
CAG
496
Crestwood Advisors Group
Massachusetts
$10.4M -$878K -10,294 -8%
WCP
497
Welch Capital Partners
New York
$10.3M -$185K -2,172 -2%
SWM
498
StoneCrest Wealth Management
Arizona
$10.3M -$909K -10,649 -8%
BWFA
499
Baltimore-Washington Financial Advisors
Maryland
$10.3M -$509K -5,969 -5%
FIA
500
Foundations Investment Advisors
Arizona
$10.3M -$197K -2,308 -2%
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