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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
501
Clarus Wealth Advisors
Arizona
$10.2M -$60.6K -710 -0.6%
CAM
502
Cobblestone Asset Management
Virginia
$10.2M +$155K +1,816 +2%
AFG
503
Atomi Financial Group
New York
$10.2M +$2.52M +29,519 +34%
6SA
504
6th Street Advisors
Alabama
$10.2M -$83.3K -976 -0.8%
BOC
505
Bull Oak Capital
California
$10.2M -$146K -1,709 -1%
FRA
506
FFG Retirement Advisors
Colorado
$10.1M +$1.97M +23,052 +25%
EFG
507
Ethos Financial Group
Pennsylvania
$10M -$2.08M -24,404 -18%
TFM
508
Trademark Financial Management
Minnesota
$10M +$1.35M +15,802 +16%
HCM
509
Hollencrest Capital Management
California
$9.98M -$1.6M -18,764 -14%
IWAO
510
Independence Wealth Advisors (Ohio)
Ohio
$9.97M +$7.06M +82,701 +269%
WAM
511
Worth Asset Management
Texas
$9.94M +$415K +4,864 +4%
GWANC
512
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.9M +$221K +2,592 +2%
ECA
513
Elevated Capital Advisors
Utah
$9.84M -$1.16M -13,605 -11%
MAM
514
MMA Asset Management
Pennsylvania
$9.82M -$60.7K -712 -0.6%
OC
515
Optima Capital
Oregon
$9.81M +$560K +6,565 +6%
BWM
516
BlackDiamond Wealth Management
New York
$9.8M -$1.41M -16,491 -13%
ACM
517
Absolute Capital Management
Pennsylvania
$9.58M +$457K +5,354 +5%
CI
518
CacheTech Inc
Utah
$9.55M +$359K +4,210 +4%
MFA
519
Morling Financial Advisors
California
$9.53M -$108K -1,264 -1%
ECM
520
Evergreen Capital Management
Washington
$9.52M +$171 +2 +0%
EFL
521
ERn Financial LLC
Wisconsin
$9.51M +$502K +5,882 +6%
WP
522
WealthPLAN Partners
Nebraska
$9.36M +$3.35M +39,322 +59%
WCM
523
Wealthcare Capital Management
Virginia
$9.35M +$147K +1,719 +2%
VPF
524
Vantage Point Financial
Illinois
$9.31M +$1.04M +12,221 +13%
AWM
525
Adams Wealth Management
Utah
$9.28M +$97.2K +1,139 +1%
19 20
21
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