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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
676
HF Advisory Group
Maryland
$4.65M +$36.6K +429 +0.8%
MG
677
McHugh Group
Ohio
$4.63M +$14.1K +165 +0.3%
GM
678
GeoWealth Management
Illinois
$4.62M -$1.76M -20,574 -28%
TCM
679
Traynor Capital Management
Pennsylvania
$4.62M -$288K -3,372 -6%
WS
680
Wedbush Securities
California
$4.6M +$315K +3,695 +8%
IW
681
Imprint Wealth
South Carolina
$4.59M +$1M +11,742 +29%
EWA
682
Emergent Wealth Advisors
New York
$4.58M +$35.4K +415 +0.8%
CFD
683
Creative Financial Designs
Indiana
$4.56M +$339K +3,972 +8%
TAM
684
Titleist Asset Management
Texas
$4.53M +$1.03M +12,015 +30%
BL
685
Balentine LLC
Georgia
$4.49M – – –
PHWM
686
Palatine Hill Wealth Management
Michigan
$4.47M -$18.1K -212 -0.4%
SIM
687
Stratos Investment Management
Ohio
$4.45M +$233K +2,734 +6%
RFN
688
RDA Financial Network
Iowa
$4.44M +$1.87M +21,882 +76%
RSWM
689
Robertson Stephens Wealth Management
California
$4.43M -$184K -2,160 -4%
SGCM
690
Sanchez Gaunt Capital Management
Nevada
$4.42M +$217K +2,542 +5%
SIM
691
Synergy Investment Management
Florida
$4.41M -$21.3K -250 -0.5%
DWM
692
Dakota Wealth Management
Florida
$4.39M +$166K +1,951 +4%
PJC
693
Phillip James Consulting
Minnesota
$4.39M +$4.26M +49,913 New
MFS
694
McNamara Financial Services
Massachusetts
$4.38M +$3.75K +44 +0.1%
MCA
695
MSH Capital Advisors
Arizona
$4.37M +$26.3K +308 +0.6%
CPW
696
Catalyst Private Wealth
California
$4.35M – – –
TF
697
Trek Financial
Arizona
$4.33M -$146K -1,711 -3%
AA
698
ACT Advisors
North Carolina
$4.28M -$70.3K -824 -2%
CPL
699
CAP Partners LLC
Tennessee
$4.28M +$647K +7,578 +18%
OPWM
700
Oregon Pacific Wealth Management
Oregon
$4.27M +$133K +1,564 +3%
26 27
28
29 30