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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
626
Diversify Advisory Services
Utah
$2.06M -$333K -4,806 -14%
CIAS
627
Capital Investment Advisory Services
North Carolina
$2.05M +$858K +12,385 +71%
FWI
628
Facet Wealth Inc
Maryland
$2.05M -$80.1K -1,155 -4%
SEA
629
Stegent Equity Advisors
Texas
$2.04M +$202K +2,913 +11%
LIA
630
LBMC Investment Advisors
Tennessee
$2.02M +$176K +2,545 +10%
FAP
631
Financial Advisory Partners
Florida
$2M +$44.1K +636 +2%
KCPG
632
Kavar Capital Partners Group
Kansas
$1.99M +$15.6K +225 +0.8%
MWM
633
MBE Wealth Management
Wisconsin
$1.98M +$268K +3,869 +16%
FFP
634
Frisco Financial Planning
Texas
$1.98M +$1.99M +28,761 New
JSW
635
Journey Strategic Wealth
New Jersey
$1.98M -$1.1M -15,838 -36%
IWS
636
Integrity Wealth Solutions
Colorado
$1.98M +$10.1K +145 +0.5%
HSG
637
Helen Stephens Group
Texas
$1.95M -$299K -4,317 -13%
RMAM
638
Raab & Moskowitz Asset Management
New Jersey
$1.94M -$11.6K -168 -0.6%
VIP
639
Vantage Investment Partners
Missouri
$1.93M -$19.4K -280 -1%
WHCI
640
W.H. Cornerstone Investments
Massachusetts
$1.93M -$48.4K -698 -2%
SF
641
Safeguard Financial
Wisconsin
$1.92M -$178K -2,561 -8%
AWM
642
Abound Wealth Management
Tennessee
$1.91M +$240K +3,456 +14%
WP
643
WealthShield Partners
North Carolina
$1.91M -$9.63K -139 -0.5%
PIA
644
Pinion Investment Advisors
Kansas
$1.91M -$12.4K -179 -0.6%
HT
645
Headlands Technologies
Illinois
$1.88M +$1.28M +18,479 +209%
CIA
646
Cape Investment Advisory
Georgia
$1.88M +$285K +4,117 +18%
YIA
647
YHB Investment Advisors
Connecticut
$1.86M -$51.1K -737 -3%
RFP
648
Root Financial Partners
California
$1.86M +$68.8K +993 +4%
RWA
649
Rooted Wealth Advisors
Illinois
$1.85M -$1.94K -28 -0.1%
SSW
650
Stone Summit Wealth
Florida
$1.82M -$34.9K -503 -2%
24 25
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