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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
701
Capital Advisors Ltd
Ohio
$778K – – –
CA
702
Clearstead Advisors
Ohio
$772K +$635K +10,312 +589%
AWM
703
Accurate Wealth Management
Florida
$770K -$125K -2,024 -15%
IC
704
IEQ Capital
California
$769K +$73.1K +1,188 +11%
JSW
705
Journey Strategic Wealth
New Jersey
$768K +$132K +2,145 +22%
I
706
INVST
Indiana
$767K +$10.6K +172 +1%
PFA
707
Peak Financial Advisors
Colorado
$765K +$106K +1,726 +17%
RPCONE
708
Retirement Planning Company of New England
Rhode Island
$763K +$40K +650 +6%
AIM
709
Anchor Investment Management
South Carolina
$762K +$38.8K +631 +6%
HAS
710
HBW Advisory Services
California
$761K -$74.4K -1,208 -9%
AG
711
AlTi Global
New York
$761K +$431 +7 +0.1%
SA
712
Stewardship Advisors
Pennsylvania
$758K +$18.7K +304 +3%
AMM
713
American Money Management
California
$753K -$76.2K -1,238 -10%
CA
714
Corrado Advisors
New Jersey
$748K -$30.2K -490 -4%
BF
715
Brogan Financial
Tennessee
$745K +$14.8K +240 +2%
SIA
716
Strategic Investment Advisors
Michigan
$726K -$423K -6,872 -38%
VCA
717
Verdence Capital Advisors
Maryland
$725K -$61.9K -1,005 -8%
EA
718
Emerald Advisors
Washington
$719K +$62.5K +1,015 +10%
FC
719
Financial Consulate
Maryland
$716K -$54.4K -884 -7%
TC
720
TAP Consulting
Missouri
$706K +$101K +1,640 +17%
DC
721
Defender Capital
North Carolina
$691K +$326K +5,300 +96%
OWA
722
Outlook Wealth Advisors
Texas
$689K -$181K -2,934 -26%
LFG
723
Lockerman Financial Group
California
$681K – – –
APS
724
American Planning Services
Florida
$679K -$90.4K -1,469 -12%
PIAS
725
PCA Investment Advisory Services
Ohio
$677K +$862 +14 +0.1%
27 28
29
30 31