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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
726
Bluestem Financial Advisors
Illinois
$3.87M -$136K -1,589 -3%
SAM
727
Secure Asset Management
Michigan
$3.85M +$1.94M +22,791 +108%
FWWM
728
Fiscal Wisdom Wealth Management
Connecticut
$3.85M -$31.8K -373 -0.8%
WW
729
Wright Wealth
Georgia
$3.81M +$78.2K +917 +2%
MCM
730
Maple Capital Management
Vermont
$3.79M +$428K +5,022 +13%
AC
731
Apella Capital
Connecticut
$3.77M +$5.55K +65 +0.2%
CFG
732
Certior Financial Group
Pennsylvania
$3.73M +$3.62M +42,418 New
CF
733
Clarity Financial
Texas
$3.7M -$173K -2,027 -5%
RB
734
Renasant Bank
Mississippi
$3.69M +$90.2K +1,057 +3%
VIA
735
Vickerman Investment Advisors
Washington
$3.64M -$281K -3,298 -7%
CFO
736
Cambient Family Office
Michigan
$3.6M – – –
JFG
737
JDM Financial Group
Texas
$3.58M +$427 +5 +0%
WWMP
738
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$3.57M +$154K +1,809 +5%
RWB
739
RMR Wealth Builders
New Jersey
$3.55M +$22.9K +268 +0.7%
IFPG
740
Intrepid Financial Planning Group
Indiana
$3.54M +$47.6K +558 +1%
JF
741
JSF Financial
California
$3.53M -$76K -891 -2%
TCIIS
742
TIAA-CREF Individual & Institutional Services
New York
$3.53M +$2.35M +27,578 +220%
KCFA
743
Key Client Fiduciary Advisors
New Jersey
$3.48M +$464K +5,434 +16%
CAG
744
Csenge Advisory Group
Florida
$3.47M +$73.2K +858 +2%
AAS
745
Annex Advisory Services
Wisconsin
$3.43M +$290K +3,394 +10%
UWM
746
USAdvisors Wealth Management
Minnesota
$3.42M -$29K -340 -0.9%
AWAU
747
Alliance Wealth Advisors (Utah)
Utah
$3.4M +$3.3M +38,656 New
CWM
748
Connecticut Wealth Management
Connecticut
$3.39M -$98.5K -1,154 -3%
MPW
749
Magnolia Private Wealth
Pennsylvania
$3.39M +$2.62M +30,695 +391%
VWM
750
Vivid Wealth Management
Iowa
$3.36M +$123K +1,443 +4%
28 29
30
31 32