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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
801
Heritage Wealth Partners
Ohio
$429K +$413K +6,705 New
FMWA
802
Forvis Mazars Wealth Advisors
Missouri
$427K – – –
OAS
803
Optivise Advisory Services
Tennessee
$419K +$403K +6,543 New
BJL
804
Brighton Jones LLC
Washington
$418K +$11.1K +181 +3%
RWP
805
RWA Wealth Partners
Massachusetts
$412K +$246 +4 +0.1%
SF
806
Synovus Financial
Georgia
$411K +$65.3K +1,060 +20%
CWM
807
Campbell Wealth Management
Virginia
$411K +$2.15K +35 +0.5%
OMC
808
Old Mission Capital
Illinois
$410K +$394K +6,400 New
RZH
809
Relyea Zuckerberg Hanson
Connecticut
$409K +$1.35K +22 +0.3%
LWM
810
LongView Wealth Management
Georgia
$409K +$74.5K +1,210 +23%
AAS
811
Asset Allocation Strategies
Michigan
$408K +$393K +6,381 New
FFA
812
Founders Financial Alliance
North Carolina
$405K +$2.28K +37 +0.6%
TRIA
813
Trail Ridge Investment Advisors
Colorado
$391K +$141K +2,294 +60%
TCOTS
814
Trust Company of the South
North Carolina
$389K – – –
EAM
815
Evanson Asset Management
California
$386K +$18.6K +302 +5%
BC
816
Brio Consultants
California
$384K +$246 +4 +0.1%
SAM
817
Sequent Asset Management
Texas
$382K +$367K +5,966 New
CM
818
Churchill Management
California
$378K +$76.3K +1,240 +27%
BFG
819
Berger Financial Group
Minnesota
$378K +$140K +2,274 +63%
WBCM
820
Wilson & Boucher Capital Management
California
$378K – – –
SAM
821
Smartleaf Asset Management
Massachusetts
$376K +$258K +4,191 +252%
QCM
822
QRG Capital Management
Illinois
$376K +$38.1K +619 +12%
TAM
823
Titleist Asset Management
Texas
$375K +$61.6K +1,001 +21%
3AM
824
3EDGE Asset Management
Florida
$373K +$143K +2,323 +66%
WIM
825
Westside Investment Management
California
$371K +$71.8K +1,167 +25%
31 32
33
34 35