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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWMO
576
Integrated Wealth Management (Ohio)
Ohio
$5.42M +$1.47M +18,362 +35%
DF
577
Downshift Financial
Colorado
$5.35M +$674K +8,424 +15%
PA
578
Parallel Advisors
California
$5.32M +$403K +5,043 +8%
VF
579
Vestment Financial
Minnesota
$5.29M +$314K +3,923 +7%
AF
580
Aldebaran Financial
$5.26M +$278K +3,473 +5%
CSPIA
581
Cary Street Partners Investment Advisory
Virginia
$5.18M +$748K +9,354 +16%
TWP
582
Tempus Wealth Planning
California
$5.18M +$1.26M +15,785 +30%
PWM
583
Perigon Wealth Management
California
$5.17M +$265K +3,314 +5%
WP
584
WealthPLAN Partners
Nebraska
$5.14M +$1.28M +16,051 +31%
AAG
585
Armstrong Advisory Group
Massachusetts
$5.13M -$42.4M -529,914 -89%
OIM
586
Opus Investment Management
Massachusetts
$5.12M +$5.35M +66,878 New
OSNBOA
587
Old Second National Bank of Aurora
Illinois
$5.1M +$695K +8,693 +15%
AWA
588
Alaska Wealth Advisors
Alaska
$5.08M +$1.02M +12,814 +24%
HCM
589
Hengehold Capital Management
Ohio
$5.06M +$1.03M +12,865 +24%
PPW
590
Parcion Private Wealth
Washington
$5.03M +$307K +3,844 +6%
CWM
591
Copia Wealth Management
Oregon
$5.02M -$1.45M -18,114 -22%
CWM
592
Curtis Wealth Management
Nevada
$5.01M +$1.02M +12,799 +24%
PSCM
593
Per Stirling Capital Management
Texas
$5M -$57.9K -724 -1%
ML
594
MLP3 LLC
New Jersey
$5M +$227K +2,841 +5%
FSA
595
Financial Security Advisor
Virginia
$4.97M +$39K +487 +0.8%
QCM
596
Quantinno Capital Management
New York
$4.96M +$1.01M +12,609 +24%
SPW
597
Stillwater Private Wealth
Pennsylvania
$4.93M +$5.15M +64,433 New
CCP
598
Cushing Capital Partners
Wisconsin
$4.88M -$698K -8,728 -12%
MWM
599
Maridea Wealth Management
New York
$4.88M -$72.3K -904 -1%
LCGC
600
Legacy Capital Group California
California
$4.87M -$614K -7,672 -11%
22 23
24
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