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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
826
Quadcap Wealth Management
Texas
$1.19M -$76K -1,007 -6%
WIP
827
WealthCare Investment Partners
Rhode Island
$1.19M +$27.2K +360 +2%
SWM
828
Spire Wealth Management
Virginia
$1.18M +$423K +5,606 +59%
FEM
829
Fulcrum Equity Management
Texas
$1.18M +$144K +1,911 +15%
KWS
830
Keystone Wealth Services
California
$1.18M – – –
ZI
831
ZEGA Investments
Florida
$1.17M +$22.4K +297 +2%
FMN
832
Financial Management Network
California
$1.17M -$34.9K -462 -3%
SWA
833
Serenus Wealth Advisors
California
$1.17M – – –
SFM
834
Signet Financial Management
New Jersey
$1.16M -$151 -2 -0%
FWM
835
Fingerlakes Wealth Management
New York
$1.15M -$85.2K -1,130 -7%
CWMK
836
Caliber Wealth Management (Kansas)
Kansas
$1.15M +$150K +1,982 +16%
TDC
837
Thompson Davis & Co
Virginia
$1.15M +$245K +3,250 +28%
RPCONE
838
Retirement Planning Company of New England
Rhode Island
$1.15M +$12.6K +167 +1%
WF
839
Whelan Financial
California
$1.13M +$1.09M +14,484 New
LBC
840
Leigh Baldwin & Co
New York
$1.13M -$99.1K -1,314 -8%
HCM
841
Hengehold Capital Management
Ohio
$1.13M +$1.09M +14,425 New
TCPG
842
Trivant Custom Portfolio Group
California
$1.11M +$79.9K +1,059 +8%
NF
843
Nikulski Financial
Iowa
$1.11M -$1.66K -22 -0.2%
LCWP
844
Legacy Capital Wealth Partners
Arkansas
$1.11M -$322K -4,265 -23%
TF
845
TLWM Financial
Texas
$1.11M -$1.81K -24 -0.2%
WIM
846
WealthPlan Investment Management
Nebraska
$1.09M -$9.96M -131,997 -90%
EFG
847
Embree Financial Group
Illinois
$1.09M +$2.19K +29 +0.2%
4A
848
4Wealth Advisors
Illinois
$1.09M +$385K +5,107 +58%
SFC
849
Summit Financial Consulting
Michigan
$1.09M +$146K +1,938 +16%
LWP
850
Laurel Wealth Planning
Minnesota
$1.07M -$338K -4,475 -25%
32 33
34
35 36