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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
626
Mission Wealth Management
California
$4.03M -$352K -4,427 -8%
MFS
627
McNamara Financial Services
Massachusetts
$4M -$8.26M -103,916 -68%
BFA
628
Bluestem Financial Advisors
Illinois
$4M -$57.6K -724 -1%
CPW
629
Catalyst Private Wealth
California
$3.97M – – –
RWM
630
Ritholtz Wealth Management
New York
$3.89M +$21.9K +275 +0.6%
AWM
631
Aureum Wealth Management
Florida
$3.87M +$3.84M +48,295 New
C
632
Certuity
Florida
$3.87M +$3.83M +48,180 New
CFG
633
Cassilly Financial Group
Maryland
$3.86M +$3.83M +48,164 New
PAS
634
PKS Advisory Services
New York
$3.85M +$235K +2,960 +21%
MG
635
McHugh Group
Ohio
$3.84M +$134K +1,679 +4%
SC
636
Shuttleworth & Co
Ohio
$3.82M +$1.22M +15,312 +47%
MCA
637
MSH Capital Advisors
Arizona
$3.81M +$348K +4,379 +10%
FDCDDQ
638
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.8M -$75.6K -950 -2%
GGS
639
Galvin Gaustad & Stein
Arizona
$3.79M +$3.43M +43,154 +1,053%
BFG
640
Beacon Financial Group
Texas
$3.72M – – –
FWWM
641
Fiscal Wisdom Wealth Management
Connecticut
$3.69M +$43.3K +545 +1%
MWC
642
MBM Wealth Consultants
Missouri
$3.69M +$127K +1,601 +4%
CF
643
Clarity Financial
Texas
$3.68M -$186K -2,345 -5%
DWM
644
Dakota Wealth Management
Florida
$3.67M +$176K +2,214 +5%
CA
645
Centennial Advisors
Texas
$3.64M +$3.6M +45,322 New
CM
646
Cercano Management
Washington
$3.62M – – –
APP
647
Avantax Planning Partners
Iowa
$3.61M +$80 +1 +0%
SSCM
648
Spectrum Strategic Capital Management
Oregon
$3.6M -$2.52M -31,711 -41%
YIA
649
YHB Investment Advisors
Connecticut
$3.6M +$582K +7,321 +20%
HH
650
HWG Holdings
Texas
$3.6M +$9.46K +119 +0.3%
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