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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
776
EverSource Wealth Advisors
Alabama
$1.06M +$78.1K +1,129 +8%
3F
777
360 Financial
Minnesota
$1.05M -$1.87K -27 -0.2%
CAMV
778
Concord Asset Management (Virginia)
Virginia
$1.04M +$107K +1,549 +10%
MFG
779
Magnus Financial Group
New York
$1.04M -$245K -3,542 -18%
NAS
780
Nicolet Advisory Services
Wisconsin
$1.04M +$305K +4,413 +36%
TAP
781
Tounjian Advisory Partners
Florida
$1.04M +$1.09M +15,776 New
TVM
782
True Vision MN
Minnesota
$1.01M +$66K +954 +7%
VCA
783
Verdence Capital Advisors
Maryland
$993K -$26.8K -388 -3%
MAFA
784
MJT & Associates Financial Advisory
Minnesota
$993K +$1.04M +15,098 New
WFA
785
Wells Financial Advisors
Massachusetts
$987K +$40.8K +590 +4%
SWA
786
Serenus Wealth Advisors
California
$979K – – –
SFM
787
Signet Financial Management
New Jersey
$978K -$293K -4,243 -22%
MWM
788
MBE Wealth Management
Wisconsin
$965K -$976K -14,105 -49%
LEA
789
Legacy Edge Advisors
New York
$963K +$3.32K +48 +0.3%
AIA
790
AssuredPartners Investment Advisors
Florida
$962K -$18.7K -270 -2%
FFO
791
Fortitude Family Office
Arizona
$955K +$484 +7 +0%
NF
792
Nikulski Financial
Iowa
$947K -$22.1K -319 -2%
AWM
793
Avior Wealth Management
Nebraska
$946K -$97.2K -1,405 -9%
TF
794
TLWM Financial
Texas
$939K -$1.52K -22 -0.2%
HA
795
Hofer & Associates
California
$926K +$28.7K +415 +3%
SA
796
Stewardship Advisors
Pennsylvania
$924K +$168K +2,433 +21%
EWA
797
EP Wealth Advisors
California
$915K -$212K -3,066 -18%
EFG
798
Embree Financial Group
Illinois
$906K +$6.85K +99 +0.7%
FL
799
FreeGulliver LLC
Louisiana
$900K -$290K -4,188 -23%
FMN
800
Financial Management Network
California
$897K -$17K -246 -2%
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