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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
Silverlake Wealth Management
Vermont
$281K -$27.4K -421 -9%
PMG
902
ProVise Management Group
Florida
$281K -$1.89K -29 -0.7%
SEP
903
Southland Equity Partners
Missouri
$281K +$64.2K +987 +31%
BWP
904
Bernardo Wealth Planning
Pennsylvania
$279K +$845 +13 +0.3%
NWWA
905
New Wave Wealth Advisors
Arkansas
$277K -$42.2K -649 -14%
HOWA
906
Heritage Oak Wealth Advisors
Florida
$277K +$267K +4,104 New
RFP
907
RCS Financial Planning
Maryland
$276K -$57.7K -887 -18%
RFC
908
Regions Financial Corp
Alabama
$275K +$265K +4,072 New
ZIMP
909
Zimmermann Investment Management & Planning
Pennsylvania
$274K +$264K +4,052 New
AF
910
Amara Financial
California
$273K +$263K +4,042 New
IC
911
Inscription Capital
Texas
$272K +$262K +4,035 New
FFW
912
Fusion Family Wealth
New York
$272K – – –
FA
913
FF Advisors
California
$272K -$16.6K -256 -6%
SW
914
Schulz Wealth
Texas
$271K +$261K +4,020 New
LWA
915
Lantern Wealth Advisors
New York
$271K +$28K +430 +12%
RBC
916
Romano Brothers & Co
Illinois
$270K – – –
VCP
917
Verus Capital Partners
Arizona
$268K -$9.04K -139 -3%
PA
918
Pineridge Advisors
Missouri
$267K -$15.5K -238 -6%
HAC
919
Harbor Advisory Corp
New Hampshire
$266K – – –
JWA
920
JFS Wealth Advisors
Pennsylvania
$262K +$390 +6 +0.2%
GC
921
Grimes & Company
Massachusetts
$259K +$2.21K +34 +0.9%
CPWA
922
Cerro Pacific Wealth Advisors
California
$259K – – –
PWM
923
Prosperity Wealth Management
California
$257K – – –
PCS
924
Personal CFO Solutions
New Jersey
$257K +$247K +3,803 New
MWA
925
Meridian Wealth Advisors
Texas
$255K +$260 +4 +0.1%
35 36
37
38 39