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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
701
Atomi Financial Group
New York
$2.85M +$76.3K +959 +3%
SFC
702
Strategic Financial Concepts
Texas
$2.84M +$432K +5,435 +18%
AFA
703
American Financial Advisors
Georgia
$2.82M -$22.8K -287 -0.8%
SIM
704
Stratos Investment Management
Ohio
$2.82M -$55.9K -703 -2%
SDWMA
705
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.79M – – –
CWM
706
Connecticut Wealth Management
Connecticut
$2.79M +$624K +7,848 +29%
DWA
707
Delta Wealth Advisors
Indiana
$2.78M -$7.42M -93,314 -73%
ES
708
ETF Store
Kansas
$2.77M +$249K +3,131 +10%
PC
709
PCB Capital
New Jersey
$2.76M +$2.73M +34,358 New
PTC
710
Private Trust Company
Ohio
$2.72M +$166K +2,093 +7%
WW
711
Wright Wealth
Georgia
$2.72M +$2.7M +33,903 New
FWI
712
Facet Wealth Inc
Maryland
$2.67M +$118K +1,485 +5%
AIS
713
American Investment Services
Massachusetts
$2.65M -$309K -3,881 -11%
OAM
714
Oppenheimer Asset Management
New York
$2.63M +$2.61M +32,838 New
PGWM
715
Pitti Group Wealth Management
New York
$2.63M -$27.2K -342 -1%
MCM
716
Maple Capital Management
Vermont
$2.63M +$2.6M +32,749 New
CPL
717
CAP Partners LLC
Tennessee
$2.62M +$82.6K +1,039 +3%
W
718
WorthPointe
California
$2.61M +$2.59M +32,538 New
TCM
719
Triumph Capital Management
Colorado
$2.6M +$133K +1,674 +5%
SWP
720
Strategic Wealth Partners
Ohio
$2.58M -$1.23M -15,435 -32%
KCFA
721
Key Client Fiduciary Advisors
New Jersey
$2.55M +$123K +1,541 +5%
EWM
722
Elevation Wealth Management
Minnesota
$2.52M +$2.49M +31,365 New
IC
723
IEQ Capital
California
$2.51M +$839K +10,548 +51%
BCFS
724
Butensky & Cohen Financial Security
Florida
$2.5M +$10.7K +134 +0.4%
EP
725
Edgestream Partners
New Jersey
$2.48M +$497K +6,251 +25%
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