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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
MGP
651
Metis Global Partners
California
$2.46M +$359K +4,762 +18%
ES
652
ETF Store
Kansas
$2.46M +$416K +5,514 +21%
IA
653
Insight Advisors
Pennsylvania
$2.44M +$553K +7,336 +31%
FWI
654
Facet Wealth Inc
Maryland
$2.44M +$192K +2,539 +9%
BCFS
655
Butensky & Cohen Financial Security
Florida
$2.43M -$40.7K -540 -2%
TCM
656
Triumph Capital Management
Colorado
$2.41M +$2.32M +30,756 New
IWS
657
Integrity Wealth Solutions
Colorado
$2.38M -$131K -1,737 -5%
PPWM
658
PFG Private Wealth Management
Florida
$2.38M +$1.76M +23,385 +332%
KCFA
659
Key Client Fiduciary Advisors
New Jersey
$2.37M +$31.3K +415 +1%
PFA
660
Pinnacle Family Advisors
Missouri
$2.36M -$88.2K -1,169 -4%
FW
661
FullCircle Wealth
Texas
$2.35M +$235K +3,116 +12%
SFG
662
Sterling Financial Group
California
$2.35M – – –
SWM
663
Silverlake Wealth Management
Vermont
$2.35M +$643K +8,526 +40%
SFC
664
Strategic Financial Concepts
Texas
$2.35M +$1.87M +24,822 +481%
HA
665
Hofer & Associates
California
$2.35M +$582K +7,712 +35%
SWM
666
Schwallier Wealth Management
Michigan
$2.34M +$189K +2,500 +9%
GLR
667
Great Lakes Retirement
Ohio
$2.31M -$303K -4,022 -12%
OE
668
October Effect
Virginia
$2.3M +$105K +1,395 +5%
KCPG
669
Kavar Capital Partners Group
Kansas
$2.3M +$15.2K +201 +0.7%
DKCM
670
Davidson Kempner Capital Management
New York
$2.28M +$2.19M +29,074 New
NFP
671
Narus Financial Partners
Utah
$2.28M +$68.9K +913 +3%
NW
672
NewEdge Wealth
Pennsylvania
$2.27M +$7.62K +101 +0.4%
RIA
673
Realta Investment Advisors
Delaware
$2.26M -$106K -1,402 -5%
SW
674
SMART Wealth
Nebraska
$2.25M +$141K +1,863 +7%
VCA
675
Verdence Capital Advisors
Maryland
$2.24M +$1.08M +14,291 +105%
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