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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRB
926
Shotwell Rutter Baer
Michigan
$255K -$25.9K -399 -10%
BC
927
Bricktown Capital
Michigan
$253K +$244K +3,750 New
MSFS
928
Main Street Financial Solutions
Pennsylvania
$253K +$11.4K +175 +5%
AAS
929
Asset Allocation Strategies
Michigan
$253K -$171K -2,637 -41%
PCS
930
Private Client Services
Kentucky
$253K -$79.7K -1,225 -25%
MW
931
Marcum Wealth
Ohio
$252K +$243K +3,737 New
CA
932
Claro Advisors
Massachusetts
$250K +$241K +3,704 New
AF
933
Affiance Financial
Minnesota
$250K
CA
934
Claris Advisors
Missouri
$250K
SSB
935
Sandy Spring Bank
Maryland
$249K -$14K -215 -6%
GC
936
Guidance Capital
Kentucky
$246K +$233K +3,583 New
CIBC World Market
937
CIBC World Market
Ontario, Canada
$245K +$7.93K +122 +3%
W
938
Wealthquest
Ohio
$244K -$67K -1,031 -22%
NC
939
Napatree Capital
Rhode Island
$243K +$5.2K +80 +2%
CAM
940
Chesapeake Asset Management
New York
$242K +$225K +3,466 +2,962%
NRC
941
New Republic Capital
North Carolina
$240K -$20.4K -313 -8%
VCM
942
Virtue Capital Management
Tennessee
$240K -$378K -5,808 -62%
BWM
943
BCGM Wealth Management
Indiana
$239K -$12.6K -193 -5%
MAS
944
Meeder Advisory Services
Ohio
$239K -$16.9K -260 -7%
Baird Financial Group
945
Baird Financial Group
Wisconsin
$238K +$229K +3,527 New
OCM
946
Orion Capital Management
California
$236K +$715 +11 +0.3%
SW
947
SlateStone Wealth
Florida
$236K
TCWM
948
Total Clarity Wealth Management
Illinois
$235K -$43.6K -671 -16%
CFAM
949
Center For Asset Management
Florida
$235K +$226K +3,481 New
OPCM
950
Osborne Partners Capital Management
California
$233K +$225K +3,454 New