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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
551
Catalyst Private Wealth
California
$3.25M – – –
CIAS
552
Capital Investment Advisory Services
North Carolina
$3.24M +$1.35M +19,448 +65%
SWM
553
Spire Wealth Management
Virginia
$3.24M +$113K +1,634 +3%
FIA
554
Foundations Investment Advisors
Arizona
$3.19M +$30.8K +446 +0.9%
CF
555
Clarity Financial
Texas
$3.18M +$3.34M +48,314 New
JFG
556
JDM Financial Group
Texas
$3.18M -$91.2K -1,319 -3%
LGA
557
Lebenthal Global Advisors
New York
$3.17M +$775K +11,212 +30%
VF
558
Vestment Financial
Minnesota
$3.15M +$518K +7,496 +19%
NWMG
559
National Wealth Management Group
Ohio
$3.14M +$2.61M +37,724 +374%
VC
560
Vicus Capital
Pennsylvania
$3.14M +$70K +1,012 +2%
GLR
561
Great Lakes Retirement
Ohio
$3.14M -$793K -11,461 -19%
FW
562
FullCircle Wealth
Texas
$3.11M -$454K -6,564 -12%
RB
563
Renasant Bank
Mississippi
$3.07M +$1.5M +21,681 +87%
RIS
564
Richmond Investment Services
Wisconsin
$3.03M +$1.92M +27,742 +151%
VIA
565
Vickerman Investment Advisors
Washington
$3.02M -$47.8K -691 -1%
SIM
566
Synergy Investment Management
Florida
$3.01M +$192K +2,770 +6%
APP
567
Avantax Planning Partners
Iowa
$3.01M +$1.66K +24 +0.1%
TRCT
568
Tower Research Capital (TRC)
New York
$3M +$3.15M +45,583 New
HH
569
HWG Holdings
Texas
$2.96M -$434K -6,270 -12%
MWC
570
MBM Wealth Consultants
Missouri
$2.94M +$74.6K +1,079 +2%
FDW
571
Fourth Dimension Wealth
Ohio
$2.93M +$3.08M +44,517 New
SFA
572
Semmax Financial Advisors
North Carolina
$2.92M -$311K -4,501 -9%
AWA
573
Alaska Wealth Advisors
Alaska
$2.92M +$151K +2,179 +5%
AF
574
Aldebaran Financial
$2.9M +$140K +2,031 +5%
RPGK
575
Retirement Planning Group (Kansas)
Kansas
$2.87M +$1.92M +27,699 +173%
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