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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
951
EverSource Wealth Advisors
Alabama
$1.64M -$309K -3,626 -16%
BFWM
952
Bright Futures Wealth Management
New York
$1.63M +$1.11M +13,043 +235%
KCM
953
Kathmere Capital Management
Pennsylvania
$1.63M +$98.5K +1,155 +7%
RWA
954
Redhawk Wealth Advisors
Minnesota
$1.62M +$256 +3 +0%
WIM
955
WealthPlan Investment Management
Nebraska
$1.61M +$85.4K +1,001 +6%
PFG
956
Pacific Financial Group
Washington
$1.58M +$954K +11,179 +164%
OGF
957
Orin Green Financial
California
$1.57M -$7.08K -83 -0.5%
SVWG
958
Shared Vision Wealth Group
United States
$1.57M +$1.52M +17,862 New
FPW
959
Flagship Private Wealth
Massachusetts
$1.56M +$99.4K +1,165 +7%
WPW
960
Watershed Private Wealth
Illinois
$1.56M -$79K -926 -5%
AFS
961
Axiom Financial Strategies
Indiana
$1.55M +$50.3K +590 +3%
XT
962
XTX Topco
Cayman Islands
$1.54M +$391K +4,585 +35%
RCA
963
Resonant Capital Advisors
Wisconsin
$1.54M – – –
SP
964
Sequent Planning
Nebraska
$1.54M +$1.14M +13,378 +326%
B
965
Bensler
Washington
$1.53M -$24K -281 -2%
ADL
966
Asset Dedication LLC
California
$1.52M +$859K +10,074 +139%
WAG
967
Wallace Advisory Group
California
$1.51M +$1.47M +17,193 New
CPA
968
Clear Point Advisors
New York
$1.51M +$1.47M +17,172 New
CCM
969
Ciovacco Capital Management
Georgia
$1.51M -$39.9K -468 -3%
FA
970
FSA Advisors
Michigan
$1.5M -$17K -199 -1%
SG
971
StoneX Group
New York
$1.49M +$499K +5,854 +53%
DCM
972
Donaldson Capital Management
Indiana
$1.48M +$594K +6,958 +70%
KFG
973
Kingdom Financial Group
Arizona
$1.48M +$80.8K +947 +6%
TI
974
tru Independence
Oregon
$1.48M -$14.2K -166 -1%
BJF
975
Blue Jean Financial
New York
$1.47M -$68.6K -804 -5%
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