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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
801
Raleigh Capital Management
North Carolina
$549K -$23.1K -355 -4%
EWA
802
EP Wealth Advisors
California
$549K -$82.7K -1,272 -14%
OWA
803
ORBA Wealth Advisors
Illinois
$549K -$1.5K -23 -0.3%
SRWM
804
Shira Ridge Wealth Management
California
$543K -$38.6K -593 -7%
OBWG
805
Onyx Bridge Wealth Group
New York
$540K +$29.1K +448 +6%
GSIS
806
Global Strategic Investment Solutions
Arizona
$540K – – –
AIM
807
Acropolis Investment Management
Missouri
$538K -$9.69K -149 -2%
OSAM
808
O'Shaughnessy Asset Management
Connecticut
$535K +$44.2K +680 +10%
M1FG
809
Mach-1 Financial Group
Arkansas
$523K +$33K +507 +7%
SWM
810
Sendero Wealth Management
Texas
$517K +$498K +7,658 New
MA
811
MJP Associates
Connecticut
$516K +$780 +12 +0.2%
LC
812
Lavaca Capital
Texas
$515K +$496K +7,633 New
AFA
813
American Financial Advisors
Georgia
$514K +$185K +2,847 +60%
AA
814
AJ Advisors
Tennessee
$514K -$6.05K -93 -1%
HGERS
815
Householder Group Estate & Retirement Specialist
Arizona
$512K +$212K +3,259 +75%
HNW
816
High Note Wealth
Minnesota
$507K -$1.95K -30 -0.4%
OWA
817
Outlook Wealth Advisors
Texas
$502K -$46.3K -712 -9%
LWM
818
LongView Wealth Management
Georgia
$494K +$61.1K +940 +15%
PMFA
819
Plante Moran Financial Advisors
Michigan
$491K +$4.49K +69 +1%
IAN
820
Integrated Advisors Network
Texas
$489K -$38.7K -595 -8%
FFG
821
Fiduciary Financial Group
California
$471K +$1.43K +22 +0.3%
AI
822
Accredited Investors
Minnesota
$467K +$450K +6,919 New
PPWM
823
PFG Private Wealth Management
Florida
$463K +$7.09K +109 +2%
MRCM
824
M&R Capital Management
New Jersey
$463K +$249K +3,832 +126%
FCA
825
FLC Capital Advisors
California
$457K -$25K -385 -5%
31 32
33
34 35