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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
776
Legacy Edge Advisors
New York
$1.01M +$1.01M +14,597 New
NIWA
777
New Insight Wealth Advisors
California
$1M +$119K +1,719 +13%
FFO
778
Fortitude Family Office
Arizona
$1M +$555 +8 +0.1%
B
779
Bensler
Washington
$996K -$46.9K -677 -4%
WFA
780
Wells Financial Advisors
Massachusetts
$994K -$566K -8,162 -36%
TVM
781
True Vision MN
Minnesota
$992K +$997K +14,388 New
TF
782
TLWM Financial
Texas
$985K +$3.74K +54 +0.4%
JIP
783
Jaffetilchin Investment Partners
Florida
$983K +$146K +2,106 +17%
TPWA
784
Twin Peaks Wealth Advisors
California
$983K +$63.8K +920 +7%
AWM
785
Apollon Wealth Management
South Carolina
$966K +$8.66K +125 +0.9%
QCM
786
QRG Capital Management
Illinois
$949K +$183K +2,642 +24%
EFG
787
Embree Financial Group
Illinois
$943K +$14.1K +203 +2%
HA
788
Hofer & Associates
California
$943K +$6.86K +99 +0.7%
QAM
789
Q3 Asset Management
Michigan
$940K +$946K +13,648 New
MWM
790
Moran Wealth Management
Florida
$930K +$935K +13,491 New
MCA
791
Millennium Capital Advisors
Arkansas
$927K +$54.7K +789 +6%
BTWM
792
Baker Tilly Wealth Management
Wisconsin
$919K -$82.8K -1,194 -8%
DRS
793
Deane Retirement Strategies
Louisiana
$906K -$29K -418 -3%
LFG
794
Leverty Financial Group
Wisconsin
$905K -$17.3K -249 -2%
NCM
795
Northwest Capital Management
Oregon
$904K -$316K -4,565 -26%
MIAS
796
Mason Investment Advisory Services
Virginia
$900K -$30.4K -438 -3%
UAG
797
United Advisor Group
Ohio
$882K +$13.6K +196 +2%
IC
798
IEQ Capital
California
$882K +$53.9K +777 +6%
AIM
799
Anchor Investment Management
South Carolina
$877K +$12.5K +180 +1%
PTP
800
Platform Technology Partners
New York
$875K +$79.6K +1,148 +10%
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