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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
626
LBMC Investment Advisors
Tennessee
$2.15M +$239K +3,460 +12%
PAW
627
Plan A Wealth
Nebraska
$2.15M -$774K -11,197 -25%
FWI
628
Facet Wealth Inc
Maryland
$2.15M +$238K +3,436 +12%
FA
629
Fermata Advisors
California
$2.15M +$553 +8 +0%
VWM
630
Vivid Wealth Management
Iowa
$2.13M +$2.24M +32,339 New
WT
631
Whittier Trust
California
$2.13M – – –
TF
632
Trek Financial
Arizona
$2.1M +$966K +13,974 +78%
CCM
633
Condor Capital Management
New Jersey
$2.08M -$112K -1,624 -5%
AFG
634
Atomi Financial Group
New York
$2.06M +$14.7K +212 +0.7%
MPCL
635
My Personal CFO LLC
Washington
$2.04M +$13.7K +198 +0.6%
CWM
636
Connecticut Wealth Management
Connecticut
$2.01M +$2.12M +30,585 New
D
637
Dentgroup
Louisiana
$2M -$175K -2,532 -8%
BCFS
638
Butensky & Cohen Financial Security
Florida
$2M -$4.15K -60 -0.2%
IWS
639
Integrity Wealth Solutions
Colorado
$2M +$123K +1,781 +6%
FI
640
FWG Investments
Kentucky
$2M -$1.07M -15,424 -34%
EWA
641
Etesian Wealth Advisors
Oregon
$1.98M +$804K +11,623 +63%
TAM
642
Titleist Asset Management
Texas
$1.98M +$580K +8,381 +39%
SFG
643
Sterling Financial Group
California
$1.97M – – –
VAMG
644
Voisard Asset Management Group
Michigan
$1.97M -$380K -5,489 -15%
MCM
645
MAI Capital Management
Ohio
$1.96M -$31.4K -454 -2%
TFA
646
Teamwork Financial Advisors
Texas
$1.94M -$77K -1,113 -4%
CMBA
647
C.M. Bidwell & Associates
Hawaii
$1.92M +$299K +4,329 +17%
KCPG
648
Kavar Capital Partners Group
Kansas
$1.92M +$13.1K +190 +0.7%
STAS
649
Strong Tower Advisory Services
Minnesota
$1.9M +$591K +8,538 +36%
WP
650
WealthShield Partners
North Carolina
$1.9M +$82.4K +1,191 +4%
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