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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
726
Vivid Wealth Management
Iowa
$2.82M +$70.6K +883 +2%
HG
727
Harbor Group
New Hampshire
$2.82M +$1.42M +17,805 +94%
MB
728
MidFirst Bank
Oklahoma
$2.8M -$9.67M -120,885 -77%
HA
729
Hofer & Associates
California
$2.8M +$30.6K +382 +1%
AAS
730
Annex Advisory Services
Wisconsin
$2.72M -$211K -2,642 -7%
AIM
731
Archer Investment Management
Texas
$2.72M +$2.84M +35,550 New
WW
732
Waterfront Wealth
Kansas
$2.71M +$2.35M +29,381 +488%
MHS
733
M Holdings Securities
Oregon
$2.71M +$377K +4,711 +16%
RIA
734
Realta Investment Advisors
Delaware
$2.7M +$597K +7,464 +27%
AWM
735
Arista Wealth Management
Nevada
$2.7M -$153K -1,916 -5%
OCM
736
One Capital Management
California
$2.7M +$993K +12,410 +54%
PTC
737
Private Trust Company
Ohio
$2.67M +$77.5K +969 +3%
SDWMA
738
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.65M -$19.8K -248 -0.7%
KCFA
739
Key Client Fiduciary Advisors
New Jersey
$2.62M +$195K +2,438 +8%
QAM
740
Q3 Asset Management
Michigan
$2.6M -$257K -3,213 -9%
PGWM
741
Pitti Group Wealth Management
New York
$2.59M +$84.9K +1,061 +3%
TCM
742
Triumph Capital Management
Colorado
$2.59M +$109K +1,365 +4%
GF
743
Goodman Financial
Texas
$2.57M -$623K -7,783 -19%
GSEP
744
Golden State Equity Partners
California
$2.57M +$1.37M +17,103 +104%
USCWA
745
U.S. Capital Wealth Advisors
Texas
$2.57M +$525K +6,560 +24%
CG
746
Corundum Group
Colorado
$2.57M -$451K -5,641 -14%
BIG
747
Brookwood Investment Group
Arizona
$2.55M -$537K -6,716 -17%
EWM
748
Elevation Wealth Management
Minnesota
$2.55M +$153K +1,914 +6%
MCWS
749
McKinley Carter Wealth Services
West Virginia
$2.54M -$2.79M -34,901 -51%
SFWA
750
Summit Financial Wealth Advisors
Louisiana
$2.52M +$185K +2,307 +8%
28 29
30
31 32