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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
701
TAP Consulting
Missouri
$406K +$380K +7,256 New
3F
702
360 Financial
Minnesota
$405K +$379K +7,237 New
OIM
703
Opus Investment Management
Massachusetts
$402K -$226K -4,315 -38%
HNW
704
High Note Wealth
Minnesota
$401K +$376K +7,182 New
FCA
705
FLC Capital Advisors
California
$400K -$503K -9,604 -57%
MA
706
MJP Associates
Connecticut
$398K +$108K +2,058 +41%
FEM
707
Fulcrum Equity Management
Texas
$396K +$19.8K +377 +6%
KCFA
708
Key Client Fiduciary Advisors
New Jersey
$394K +$63.2K +1,207 +21%
NAS
709
Nicolet Advisory Services
Wisconsin
$392K -$47.3K -903 -11%
LMKC
710
L.M. Kohn & Company
Ohio
$389K +$786 +15 +0.2%
SPC
711
Sigma Planning Corp
Michigan
$388K -$1.22M -23,295 -77%
DWP
712
Destiny Wealth Partners
Florida
$386K – – –
CCM
713
Crabel Capital Management
California
$373K +$349K +6,665 New
FMWA
714
Forvis Mazars Wealth Advisors
Missouri
$373K – – –
M1FG
715
Mach-1 Financial Group
Arkansas
$371K +$17.3K +330 +5%
QCM
716
QRG Capital Management
Illinois
$371K +$348K +6,633 New
CIA
717
Cape Investment Advisory
Georgia
$370K +$79.1K +1,509 +30%
IAN
718
Integrated Advisors Network
Texas
$370K -$6.55K -125 -2%
MWM
719
MGB Wealth Management
Texas
$368K +$345K +6,585 New
RWP
720
RWA Wealth Partners
Massachusetts
$359K -$2.88K -55 -0.8%
CWM
721
Campbell Wealth Management
Virginia
$357K – – –
SWM
722
SFG Wealth Management
Maryland
$357K -$546K -10,426 -62%
RZH
723
Relyea Zuckerberg Hanson
Connecticut
$355K +$1.31K +25 +0.4%
NCM
724
NCM Capital Management
New Jersey
$354K +$332K +6,335 New
FA
725
Fortis Advisors
Pennsylvania
$345K +$101K +1,935 +46%
27 28
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30 31