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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
VF
576
Vestment Financial
Minnesota
$2.78M +$2.79M +40,194 New
RWB
577
RMR Wealth Builders
New Jersey
$2.75M +$1.54M +22,161 +125%
AIS
578
American Investment Services
Massachusetts
$2.74M -$67.2K -969 -2%
MG
579
McHugh Group
Ohio
$2.7M +$2.7M +38,943 New
GM
580
GeoWealth Management
Illinois
$2.69M -$435K -6,270 -14%
ECM
581
Evergreen Capital Management
Washington
$2.69M – – –
WWP
582
WR Wealth Planners
Missouri
$2.68M -$2.76M -39,805 -51%
AAS
583
Asset Allocation Strategies
Michigan
$2.67M +$2.35M +33,926 +906%
TPW
584
Talon Private Wealth
Florida
$2.62M +$1.99M +28,775 +312%
SIM
585
Stratos Investment Management
Ohio
$2.57M +$2.15M +30,988 +492%
SPWM
586
Schrum Private Wealth Management
Florida
$2.57M -$2.04M -29,415 -44%
LA
587
LexAurum Advisors
Kansas
$2.56M +$2.43K +35 +0.1%
LGA
588
Lebenthal Global Advisors
New York
$2.55M +$2.57M +37,021 New
CGFA
589
Colton Groome Financial Advisors
North Carolina
$2.54M +$216K +3,113 +9%
MWM
590
MFG Wealth Management
Indiana
$2.53M +$2.54M +36,683 New
AWM
591
Arista Wealth Management
Nevada
$2.52M – – –
DWM
592
Dakota Wealth Management
Florida
$2.51M +$224K +3,231 +10%
WFAG
593
Worth Financial Advisory Group
North Carolina
$2.5M -$40.1K -579 -2%
SF
594
Slagle Financial
Illinois
$2.48M +$215K +3,108 +9%
HFO
595
Heritage Family Offices
Arizona
$2.48M +$167K +2,415 +7%
CG
596
Corundum Group
Colorado
$2.45M +$2.46M +35,473 New
VAMG
597
Voisard Asset Management Group
Michigan
$2.44M -$3.42M -49,295 -58%
WCA
598
Westover Capital Advisors
Delaware
$2.44M -$2.38M -34,392 -49%
DP
599
Dearborn Partners
Illinois
$2.43M +$718K +10,353 +42%
AWA
600
Arkadios Wealth Advisors
Georgia
$2.41M -$38.9K -561 -2%
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