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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCWM
801
Red Crane Wealth Management
California
$2.04M +$48.2K +603 +2%
BWMG
802
Barnes Wealth Management Group
California
$2.04M +$110K +1,377 +5%
SWM
803
Silverlake Wealth Management
Vermont
$2.04M -$275K -3,432 -11%
PCG
804
Prosperity Consulting Group
Maryland
$2.02M +$4.56K +57 +0.2%
CPRPA
805
Cerity Partners Retirement Plan Advisors
New York
$2.02M +$2.11M +26,374 New
TFA
806
Teamwork Financial Advisors
Texas
$2.01M -$63.6K -795 -3%
VWM
807
VCI Wealth Management
Missouri
$2.01M +$1.08M +13,522 +106%
HFP
808
Holistic Financial Partners
Indiana
$1.99M – – –
TA
809
TrueWealth Advisors
Alabama
$1.98M -$55.2K -690 -3%
RAG
810
RIA Advisory Group
Iowa
$1.97M +$396K +4,950 +24%
MC
811
Moors & Cabot
Massachusetts
$1.97M +$229K +2,860 +13%
FFP
812
Frisco Financial Planning
Texas
$1.96M +$20.3K +254 +1%
RMAM
813
Raab & Moskowitz Asset Management
New Jersey
$1.96M -$37.8K -473 -2%
RFG
814
RFP Financial Group
Georgia
$1.95M +$2.04M +25,446 New
RFA
815
Resurgent Financial Advisors
Georgia
$1.94M +$845K +10,566 +71%
AWA
816
A4 Wealth Advisors
North Carolina
$1.94M -$1.04M -12,988 -34%
IMT
817
Investment Management Trust
Massachusetts
$1.94M +$2.03M +25,370 New
AFS
818
Access Financial Services
Minnesota
$1.94M +$23K +288 +1%
RFP
819
Root Financial Partners
California
$1.94M +$125K +1,563 +7%
FC
820
Fulcrum Capital
Washington
$1.94M – – –
SWM
821
Schwallier Wealth Management
Michigan
$1.94M -$19.4K -242 -0.9%
VIM
822
Vista Investment Management
Pennsylvania
$1.93M -$14.9K -186 -0.7%
MWA
823
Medallion Wealth Advisors
Connecticut
$1.91M -$149K -1,863 -7%
NG
824
Norden Group
Utah
$1.9M +$81.3K +1,016 +4%
GLR
825
Great Lakes Retirement
Ohio
$1.88M -$183K -2,286 -9%
31 32
33
34 35