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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
526
Regimen Wealth
Georgia
$532K +$33.5K +679 +7%
NIC
527
Northwest Investment Counselors
Oregon
$524K +$496K +10,049 New
ACS
528
Archford Capital Strategies
Illinois
$517K – – –
SRWM
529
Shira Ridge Wealth Management
California
$514K +$21.1K +428 +5%
WSTAM
530
Wilbanks Smith & Thomas Asset Management
Virginia
$504K -$4.39K -89 -0.9%
ARC
531
Advisor Resource Council
Texas
$496K -$191K -3,878 -29%
SWM
532
SFG Wealth Management
Maryland
$492K +$466K +9,450 New
CBFP
533
Cedar Brook Financial Partners
Ohio
$480K +$213K +4,313 +88%
BBWP
534
Beacon Bridge Wealth Partners
Pennsylvania
$480K -$108K -2,194 -19%
HH
535
HWG Holdings
Texas
$479K +$158K +3,205 +54%
MCA
536
Millennium Capital Advisors
Arkansas
$479K +$1.78K +36 +0.4%
CI
537
CX Institutional
Indiana
$471K -$612K -12,406 -58%
SFO
538
Stokes Family Office
Louisiana
$471K +$446K +9,036 New
LWANC
539
Laurel Wealth Advisors (North Carolina)
North Carolina
$468K -$7.16K -145 -2%
FMI
540
F/M Investments
District of Columbia
$459K -$22.7K -460 -5%
MCCP
541
Mission Creek Capital Partners
California
$458K +$434K +8,794 New
CIAS
542
Capital Investment Advisory Services
North Carolina
$452K +$38.8K +786 +10%
PIAS
543
PCA Investment Advisory Services
Ohio
$449K -$12.7K -257 -3%
CWM
544
Chemistry Wealth Management
New York
$449K -$12K -244 -3%
AIM
545
Acropolis Investment Management
Missouri
$444K – – –
FMWA
546
Forvis Mazars Wealth Advisors
Missouri
$441K -$41.1K -832 -9%
NAS
547
Nicolet Advisory Services
Wisconsin
$437K -$25.3K -512 -6%
1WM
548
1900 Wealth Management
Texas
$432K +$409K +8,292 New
IC
549
IEQ Capital
California
$430K -$98.7K -2,000 -20%
PFG
550
Prosperity Financial Group
California
$426K +$36.3K +735 +10%
20 21
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