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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFG
626
Kingdom Financial Group
Arizona
$1.31M +$217K +3,334 +21%
FL
627
FreeGulliver LLC
Louisiana
$1.31M -$190K -2,916 -13%
OGF
628
Orin Green Financial
California
$1.29M -$12.1K -186 -1%
SFM
629
Signet Financial Management
New Jersey
$1.28M +$85.7K +1,318 +7%
RFA
630
Resurgent Financial Advisors
Georgia
$1.28M -$303K -4,657 -20%
WFC
631
Western Financial Corp
California
$1.27M -$206K -3,171 -14%
KCFA
632
Key Client Fiduciary Advisors
New Jersey
$1.27M +$347K +5,342 +40%
BFG
633
Bleakley Financial Group
New Jersey
$1.26M +$60.2K +926 +5%
LWMNY
634
Landmark Wealth Management (New York)
New York
$1.24M +$3.32K +51 +0.3%
LSAG
635
Lake Street Advisors Group
New Hampshire
$1.24M +$3.84K +59 +0.3%
BA
636
Bluesphere Advisors
Pennsylvania
$1.24M -$6.5K -100 -0.5%
STAS
637
Strong Tower Advisory Services
Minnesota
$1.23M +$1.19M +18,271 New
CAM
638
Cobblestone Asset Management
Virginia
$1.23M +$112K +1,715 +10%
TF
639
Threadgill Financial
Texas
$1.22M -$323K -4,962 -22%
RWP
640
RWA Wealth Partners
Massachusetts
$1.22M +$755K +11,602 +180%
MFG
641
Magnus Financial Group
New York
$1.22M -$103K -1,590 -8%
HFM
642
Hartford Financial Management
Connecticut
$1.21M +$258K +3,970 +28%
ES
643
ETF Store
Kansas
$1.21M +$79K +1,215 +7%
PFG
644
Prosperity Financial Group
California
$1.21M +$236K +3,631 +26%
CWP
645
Concord Wealth Partners
Virginia
$1.2M +$77.3K +1,188 +7%
RWB
646
RMR Wealth Builders
New Jersey
$1.19M +$1.15M +17,672 New
NCM
647
Northwest Capital Management
Oregon
$1.19M – – –
RWM
648
Ritholtz Wealth Management
New York
$1.19M -$73.6K -1,132 -6%
FWM
649
Fingerlakes Wealth Management
New York
$1.18M -$49.6K -762 -4%
CTWM
650
Cherry Tree Wealth Management
Minnesota
$1.18M – – –
24 25
26
27 28