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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
476
Clark Capital Management Group
Pennsylvania
$263K -$116M -2,400,780 -100%
RWA
477
Redhawk Wealth Advisors
Minnesota
$262K -$12K -250 -4%
SG
478
StoneX Group
New York
$260K +$282K +5,859 New
W
479
Wealthquest
Ohio
$258K -$160K -3,321 -36%
SPWM
480
Straight Path Wealth Management
Michigan
$252K +$13.3K +277 +5%
I
481
INVST
Indiana
$250K -$116K -2,407 -32%
PG
482
Prostatis Group
Maryland
$250K -$8.58K -178 -3%
TPCW
483
TD Private Client Wealth
New York
$248K +$224K +4,641 +492%
TFA
484
TPG Financial Advisors
Oregon
$247K – – –
JWA
485
JFS Wealth Advisors
Pennsylvania
$244K +$386 +8 +0.1%
AF
486
Allworth Financial
California
$241K -$205K -4,249 -44%
MIM
487
Macroview Investment Management
Maryland
$240K -$3.23K -67 -1%
MCA
488
MSH Capital Advisors
Arizona
$239K +$260K +5,394 New
NG
489
Northstar Group
New York
$239K – – –
CA
490
Claris Advisors
Missouri
$235K – – –
LWM
491
Liberty Wealth Management
California
$235K +$1.11K +23 +0.4%
FPW
492
Flagship Private Wealth
Massachusetts
$235K +$5.73K +119 +2%
CW
493
Connectus Wealth
Ohio
$234K +$27.7K +574 +12%
CAG
494
Crestwood Advisors Group
Massachusetts
$234K +$255K +5,284 New
MP
495
McDonald Partners
Ohio
$231K -$4.82K -100 -2%
PMG
496
ProVise Management Group
Florida
$228K +$62.7K +1,302 +34%
EIA
497
Edgemoor Investment Advisors
Maryland
$227K +$247K +5,129 New
KFI
498
Key Financial Inc
Pennsylvania
$226K +$74.9K +1,554 +45%
MA
499
MJP Associates
Connecticut
$225K -$4.25M -88,114 -95%
CWS
500
Cypress Wealth Services
California
$224K -$30.2K -627 -11%
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