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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
SGCM
676
Sanchez Gaunt Capital Management
Nevada
$3.66M +$3.82M +47,795 New
IPWA
677
International Private Wealth Advisors
California
$3.65M +$447K +5,585 +13%
OPWM
678
Oregon Pacific Wealth Management
Oregon
$3.6M -$550K -6,880 -13%
MWC
679
MBM Wealth Consultants
Missouri
$3.59M +$74.5K +931 +2%
AC
680
Apella Capital
Connecticut
$3.58M +$142K +1,775 +4%
OAM
681
Oppenheimer Asset Management
New York
$3.55M +$1.08M +13,527 +41%
AWA
682
Asempa Wealth Advisors
Louisiana
$3.54M +$338K +4,227 +10%
AP
683
Americana Partners
Texas
$3.51M -$55M -687,625 -94%
IWA
684
Integrity Wealth Advisors
California
$3.51M +$1.78M +22,219 +94%
CTFG
685
Capstone Triton Financial Group
Oklahoma
$3.5M +$1.79M +22,372 +101%
BFA
686
Bluestem Financial Advisors
Illinois
$3.49M -$340K -4,248 -9%
TCM
687
TD Capital Management
Tennessee
$3.49M +$2.29M +28,594 +169%
AAS
688
Ameritas Advisory Services
Nebraska
$3.48M +$118K +1,479 +3%
NW
689
NewEdge Wealth
Pennsylvania
$3.47M +$1.27M +15,926 +54%
CA
690
Centennial Advisors
Texas
$3.46M -$11.1K -139 -0.3%
CM
691
Cercano Management
Washington
$3.46M – – –
GC
692
Gilbert & Cook
Iowa
$3.43M +$286K +3,572 +9%
VIA
693
Vickerman Investment Advisors
Washington
$3.42M +$37K +463 +1%
IA
694
Insight Advisors
Pennsylvania
$3.42M +$241K +3,012 +7%
FWWM
695
Fiscal Wisdom Wealth Management
Connecticut
$3.38M -$148K -1,849 -4%
CIA
696
Cape Investment Advisory
Georgia
$3.37M +$521K +6,513 +17%
CF
697
Clarity Financial
Texas
$3.37M -$142K -1,777 -4%
NIWA
698
New Insight Wealth Advisors
California
$3.32M +$95.7K +1,197 +3%
SSCM
699
Spectrum Strategic Capital Management
Oregon
$3.3M -$143K -1,784 -4%
WW
700
Wright Wealth
Georgia
$3.25M +$684K +8,550 +25%
26 27
28
29 30