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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
901
Concord Wealth Partners
Virginia
$2.02M -$98.5K -1,155 -5%
HAM
902
Harmony Asset Management
Arizona
$2.02M +$85 +1 +0%
HP
903
Holistic Planning
Texas
$2M -$11M -128,729 -85%
FF
904
Foronjy Financial
California
$1.97M -$50.3K -589 -3%
FA
905
Fermata Advisors
California
$1.93M -$141K -1,651 -7%
AMG
906
APS Management Group
California
$1.92M -$26.1K -306 -1%
PWM
907
Peck Wealth Management
New York
$1.92M +$343K +4,022 +23%
GCM
908
Gunpowder Capital Management
Maryland
$1.91M -$146K -1,717 -7%
HKIMG
909
Hutchens & Kramer Investment Management Group
Indiana
$1.91M +$415K +4,868 +29%
IA
910
Invested Advisors
Pennsylvania
$1.91M -$197K -2,308 -10%
PFG
911
Prosperity Financial Group
California
$1.91M +$55.5K +651 +3%
LIA
912
LBMC Investment Advisors
Tennessee
$1.9M +$33.1K +388 +2%
FFS
913
Founders Financial Securities
Maryland
$1.89M -$26.8K -314 -1%
SWM
914
Selby Wealth Management
California
$1.89M +$732K +8,580 +67%
SFWC
915
Strategic Family Wealth Counselors
New Jersey
$1.88M +$1.36M +15,889 +290%
WT
916
Whittier Trust
California
$1.86M -$63.9K -749 -3%
CCWA
917
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.85M +$1.79M +21,026 New
GWM
918
GK Wealth Management
Nevada
$1.85M +$1.79M +21,019 New
BJL
919
Brighton Jones LLC
Washington
$1.84M +$187K +2,188 +12%
MMM
920
Mendel Money Management
Illinois
$1.84M +$229K +2,679 +15%
TC
921
Town Capital
Maryland
$1.83M -$130K -1,519 -7%
CAMV
922
Concord Asset Management (Virginia)
Virginia
$1.83M -$56.7K -665 -3%
HFM
923
Hartford Financial Management
Connecticut
$1.81M +$44.3K +519 +3%
CIG
924
Cullen Investment Group
Louisiana
$1.81M +$191K +2,238 +12%
WMWM
925
Wilkins Miller Wealth Management
Alabama
$1.81M +$23.3K +273 +1%
35 36
37
38 39