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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
651
AlTi Global
New York
$731K -$9.84K -168 -1%
RFN
652
RDA Financial Network
Iowa
$728K -$232K -3,967 -25%
I
653
INVST
Indiana
$724K +$190K +3,242 +38%
SA
654
Stewardship Advisors
Pennsylvania
$710K -$168K -2,862 -20%
BF
655
Brogan Financial
Tennessee
$701K +$19.4K +331 +3%
CAMV
656
Concord Asset Management (Virginia)
Virginia
$699K +$98.8K +1,687 +17%
RPCONE
657
Retirement Planning Company of New England
Rhode Island
$694K +$79.9K +1,365 +14%
AIM
658
Anchor Investment Management
South Carolina
$694K +$153K +2,621 +30%
MWA
659
MN Wealth Advisors
Kansas
$685K -$1.06M -18,065 -62%
OWA
660
Outlook Wealth Advisors
Texas
$682K -$947K -16,176 -59%
3F
661
360 Financial
Minnesota
$679K +$223K +3,805 +53%
MGP
662
Metis Global Partners
California
$678K +$65.5K +1,118 +11%
IC
663
IEQ Capital
California
$666K +$4.57K +78 +0.7%
ADL
664
Asset Dedication LLC
California
$664K -$4.1K -70 -0.6%
DC
665
Destiny Capital
Colorado
$662K -$78.1K -1,334 -11%
AA
666
AJ Advisors
Tennessee
$655K -$67.1K -1,146 -10%
LFG
667
Lockerman Financial Group
California
$654K +$314K +5,361 +102%
PIAS
668
PCA Investment Advisory Services
Ohio
$650K +$703 +12 +0.1%
EWA
669
EverSource Wealth Advisors
Alabama
$639K -$76.3K -1,303 -11%
CIA
670
Cape Investment Advisory
Georgia
$637K +$219K +3,742 +57%
CIA
671
Capital Investment Advisors
Georgia
$635K +$16.7K +285 +3%
CFP
672
Cypress Financial Planning
New Jersey
$633K +$41.6K +711 +7%
PFA
673
Peak Financial Advisors
Colorado
$629K -$195K -3,326 -25%
EA
674
Emerald Advisors
Washington
$628K +$121K +2,062 +25%
SFA
675
Source Financial Advisors
New York
$613K -$385K -6,577 -40%
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