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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
601
Lebenthal Global Advisors
New York
$2.89M -$567K -8,430 -17%
RWB
602
RMR Wealth Builders
New Jersey
$2.89M +$3.9K +58 +0.1%
RB
603
Renasant Bank
Mississippi
$2.87M -$488K -7,254 -16%
FFO
604
Fortitude Family Office
Arizona
$2.86M +$1.67M +24,771 +171%
GS
605
GTS Securities
Florida
$2.79M +$1.13M +16,780 +77%
GC
606
Gilbert & Cook
Iowa
$2.79M +$230K +3,418 +10%
MWA
607
MN Wealth Advisors
Kansas
$2.78M +$303K +4,506 +13%
JFA
608
JNBA Financial Advisors
Minnesota
$2.75M +$304K +4,522 +14%
SWMG
609
Sanchez Wealth Management Group
Florida
$2.75M +$70.3K +1,046 +3%
HVIA
610
Hudson Valley Investment Advisors
New York
$2.74M +$2.53M +37,666 New
AIS
611
American Investment Services
Massachusetts
$2.72M -$58.2K -866 -2%
MWM
612
Mission Wealth Management
California
$2.7M +$2.5M +37,141 New
MWM
613
MFG Wealth Management
Indiana
$2.69M -$26.9K -400 -1%
AWA
614
Arkadios Wealth Advisors
Georgia
$2.68M +$12.2K +181 +0.5%
AWM
615
Arista Wealth Management
Nevada
$2.68M +$19K +282 +0.8%
QAM
616
Q3 Asset Management
Michigan
$2.67M -$22.8K -339 -0.9%
AWM
617
Apollon Wealth Management
South Carolina
$2.66M +$1.57M +23,293 +175%
SL
618
SWMG LLC
Texas
$2.62M +$1.68M +24,930 +247%
WCA
619
Westover Capital Advisors
Delaware
$2.61M +$9.28K +138 +0.4%
TAM
620
Titleist Asset Management
Texas
$2.61M +$388K +5,763 +19%
SIM
621
Stratos Investment Management
Ohio
$2.61M -$274K -4,074 -10%
WFAG
622
Worth Financial Advisory Group
North Carolina
$2.6M -$14K -208 -0.6%
PTC
623
Private Trust Company
Ohio
$2.57M -$180K -2,681 -7%
SDWMA
624
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.55M +$75.7K +1,126 +3%
CMBA
625
C.M. Bidwell & Associates
Hawaii
$2.51M +$354K +5,262 +18%
23 24
25
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