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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
801
Keystone Wealth Services
California
$1.09M +$1.01M +15,000 New
WIP
802
WealthCare Investment Partners
Rhode Island
$1.09M +$7.73K +115 +0.8%
SWA
803
Serenus Wealth Advisors
California
$1.08M – – –
MAFA
804
MJT & Associates Financial Advisory
Minnesota
$1.08M -$15.9K -237 -2%
SFM
805
Signet Financial Management
New Jersey
$1.07M -$5.38K -80 -0.5%
SIAS
806
Summit Investment Advisory Services
Minnesota
$1.07M +$139K +2,063 +16%
ZI
807
ZEGA Investments
Florida
$1.07M +$329K +4,893 +50%
RPCONE
808
Retirement Planning Company of New England
Rhode Island
$1.05M +$111K +1,646 +13%
CJ
809
Caitlin John
Michigan
$1.05M +$690K +10,254 +243%
WFA
810
Wells Financial Advisors
Massachusetts
$1.05M -$39K -580 -4%
EWM
811
Evolution Wealth Management
Florida
$1.04M +$959K +14,257 New
NF
812
Nikulski Financial
Iowa
$1.03M -$14.1K -210 -1%
TF
813
TLWM Financial
Texas
$1.03M -$6.05K -90 -0.6%
DAS
814
Diversify Advisory Services
Utah
$1.02M +$628K +9,341 +222%
NRG
815
Nemes Rush Group
Michigan
$1.01M +$525K +7,813 +127%
AWM
816
Avior Wealth Management
Nebraska
$1.01M -$31.9K -474 -3%
EFG
817
Embree Financial Group
Illinois
$1.01M +$3.9K +58 +0.4%
CB
818
Community Bank
New York
$995K +$4.37K +65 +0.5%
SCM
819
Sebold Capital Management
Illinois
$995K -$186K -2,769 -17%
TAP
820
Tounjian Advisory Partners
Florida
$991K -$47.1K -700 -4%
MWM
821
MBE Wealth Management
Wisconsin
$991K -$70.1K -1,042 -7%
BC
822
Brio Consultants
California
$987K +$237K +3,525 +35%
VCA
823
Verdence Capital Advisors
Maryland
$985K -$105K -1,558 -10%
MCA
824
Millennium Capital Advisors
Arkansas
$984K +$2.62K +39 +0.3%
CPA
825
Cardiff Park Advisors
California
$981K +$2.56K +38 +0.3%
31 32
33
34 35