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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
551
Diversify Wealth Management
Utah
$6.05M +$5.29M +66,121 +1,079%
BF
552
Brogan Financial
Tennessee
$6.05M +$14.6K +183 +0.2%
TCG
553
Transcendent Capital Group
Oklahoma
$5.98M +$18.2K +227 +0.3%
HWM
554
Horizon Wealth Management
Illinois
$5.93M +$4.32K +54 +0.1%
UWP
555
Uniting Wealth Partners
Kansas
$5.84M +$749K +9,358 +14%
AFP
556
ATX Financial Planning
Texas
$5.84M +$1.13M +14,068 +23%
DP
557
Dearborn Partners
Illinois
$5.84M +$1.3M +16,280 +27%
CA
558
Continuum Advisory
Idaho
$5.83M -$204K -2,554 -3%
HSWS
559
Higgins & Schmidt Wealth Strategies
Colorado
$5.8M +$6.06M +75,736 New
CWM
560
Clearview Wealth Management
California
$5.74M +$6M +75,030 New
SPAS
561
Spectrum Planning & Advisory Services
California
$5.73M +$248K +3,098 +4%
JWCA
562
J.W. Cole Advisors
Florida
$5.72M -$5.6K -70 -0.1%
MF
563
Meridian Financial
Massachusetts
$5.68M +$246K +3,070 +4%
GSWM
564
Golden State Wealth Management
California
$5.66M -$3.41M -42,644 -37%
BCI
565
Blue Capital Inc
Nebraska
$5.64M -$70.5K -882 -1%
CCG
566
Catalina Capital Group
California
$5.62M +$761K +9,508 +15%
MT
567
Midwest Trust
Kansas
$5.61M -$10K -125 -0.2%
TWM
568
Timmons Wealth Management
Massachusetts
$5.6M +$404K +5,053 +7%
GM
569
GeoWealth Management
Illinois
$5.6M +$820K +10,256 +16%
T
570
TrueFG
Texas
$5.57M +$283K +3,533 +5%
MFT
571
Moisand Fitzgerald Tamayo
Florida
$5.57M -$142K -1,778 -2%
CAG
572
Carroll Advisory Group
Texas
$5.56M -$313K -3,914 -5%
TFG
573
Tilson Financial Group
New Jersey
$5.55M +$236K +2,947 +4%
JGIA
574
Jackson Grant Investment Advisers
Connecticut
$5.5M -$145K -1,815 -2%
SPWG
575
Syntegra Private Wealth Group
Missouri
$5.46M +$123K +1,538 +2%
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