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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
476
Opus Investment Management
Massachusetts
$554K – – –
VCM
477
Virtue Capital Management
Tennessee
$550K +$32.5K +692 +6%
BBWP
478
Beacon Bridge Wealth Partners
Pennsylvania
$549K -$340K -7,243 -39%
SA
479
Stewardship Advisors
Pennsylvania
$543K +$194K +4,131 +58%
SAS
480
SMI Advisory Services
Indiana
$542K -$27.4K -583 -5%
RFN
481
RDA Financial Network
Iowa
$536K -$18.2K -388 -3%
ES
482
ETF Store
Kansas
$536K +$58.2K +1,240 +12%
AA
483
AJ Advisors
Tennessee
$526K +$53.7K +1,144 +12%
AUB
484
Atlantic Union Bankshares
Virginia
$520K – – –
IIC
485
Integrated Investment Consultants
Michigan
$496K – – –
IC
486
IEQ Capital
California
$494K +$481K +10,256 New
WWM
487
Windsor Wealth Management
Indiana
$488K +$475K +10,127 New
AWM
488
Accurate Wealth Management
Florida
$487K +$124K +2,639 +35%
CIA
489
Capital Investment Advisors
Georgia
$484K -$35.5K -756 -7%
WSTAM
490
Wilbanks Smith & Thomas Asset Management
Virginia
$470K +$4.18K +89 +0.9%
RW
491
Regimen Wealth
Georgia
$467K -$2.44K -52 -0.5%
ACS
492
Archford Capital Strategies
Illinois
$464K -$61K -1,300 -12%
TA
493
TFG Advisers
Michigan
$457K +$45.3K +966 +11%
SRWM
494
Shira Ridge Wealth Management
California
$454K +$21.5K +459 +5%
PFA
495
Peak Financial Advisors
Colorado
$454K +$55.1K +1,174 +14%
SW
496
Simplicity Wealth
New Jersey
$452K -$95.3K -2,031 -18%
FMWA
497
Forvis Mazars Wealth Advisors
Missouri
$447K -$10.1K -216 -2%
FMI
498
F/M Investments
District of Columbia
$446K – – –
DI
499
DFPG Investments
Utah
$441K +$25K +532 +6%
MCA
500
Millennium Capital Advisors
Arkansas
$441K +$14.3K +305 +3%
18 19
20
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