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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
801
Golden State Equity Partners
California
$1.32M -$26.4K -350 -2%
KPWS
802
Kestra Private Wealth Services
Texas
$1.32M +$340K +4,501 +37%
BJL
803
Brighton Jones LLC
Washington
$1.3M +$446K +5,908 +55%
WHCI
804
W.H. Cornerstone Investments
Massachusetts
$1.3M +$377 +5 +0%
DFA
805
Davies Financial Advisors
California
$1.3M -$6.64K -88 -0.5%
SWA
806
Sax Wealth Advisors
New Jersey
$1.29M -$12.2K -162 -1%
AFS
807
Axiom Financial Strategies
Indiana
$1.29M +$1.24M +16,432 New
BC
808
Brio Consultants
California
$1.28M +$212K +2,807 +21%
3F
809
360 Financial
Minnesota
$1.28M -$18.6K -246 -1%
JIP
810
Jaffetilchin Investment Partners
Florida
$1.27M -$27.1K -359 -2%
PFA
811
Professional Financial Advisors
Nebraska
$1.27M -$4.9K -65 -0.4%
FPW
812
Flagship Private Wealth
Massachusetts
$1.27M +$422K +5,589 +53%
MCA
813
Millennium Capital Advisors
Arkansas
$1.27M +$200K +2,646 +20%
IA
814
Invested Advisors
Pennsylvania
$1.26M +$1.37M +18,186 New
BA
815
Bluesphere Advisors
Pennsylvania
$1.26M -$94.8K -1,257 -7%
PAG
816
Private Advisory Group
Washington
$1.26M +$808K +10,714 +200%
RWA
817
Redhawk Wealth Advisors
Minnesota
$1.25M -$2.94K -39 -0.2%
SIAS
818
Summit Investment Advisory Services
Minnesota
$1.24M +$84.4K +1,119 +8%
QCM
819
QRG Capital Management
Illinois
$1.24M +$461K +6,107 +63%
CTWM
820
Cherry Tree Wealth Management
Minnesota
$1.23M – – –
AIC
821
Ayalon Insurance Company
Israel
$1.23M +$1.18M +15,660 New
TI
822
tru Independence
Oregon
$1.22M +$236K +3,123 +25%
VAMG
823
Voisard Asset Management Group
Michigan
$1.22M -$751K -9,950 -39%
FCA
824
Fortis Capital Advisors
Kansas
$1.2M +$1.16M +15,342 New
OBWG
825
Onyx Bridge Wealth Group
New York
$1.2M +$353K +4,679 +44%
31 32
33
34 35