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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
951
Glenmede Trust
Pennsylvania
$151K +$26.9K +437 +23%
NFSG
952
Newbridge Financial Services Group
Florida
$150K +$29.5K +479 +26%
WFS
953
Widmann Financial Services
Maryland
$150K +$144K +2,346 New
CPG
954
Cornerstone Planning Group
New Jersey
$148K -$125K -2,027 -45%
GWS
955
Glassman Wealth Services
Virginia
$141K – – –
WCM
956
Winthrop Capital Management
Indiana
$139K -$12.1K -196 -8%
HWP
957
Highline Wealth Partners
California
$136K – – –
PP
958
PrairieView Partners
Minnesota
$131K +$14.5K +235 +13%
RIL
959
Rothschild Investment LLC
Illinois
$128K +$123K +2,001 New
ITIM
960
Indiana Trust & Investment Management
Indiana
$128K – – –
DI
961
DAGCO Inc
Ohio
$117K -$1.91K -31 -2%
FCG
962
Financial Connections Group
California
$115K -$62 -1 -0.1%
MPWT
963
MassMutual Private Wealth & Trust
Connecticut
$109K -$85.2K -1,384 -45%
S
964
Sachetta
Massachusetts
$104K +$45.3K +736 +83%
KFS
965
Kelly Financial Services
Massachusetts
$98.4K -$8.68K -141 -8%
FMII
966
Farmers & Merchants Investments Inc
Nebraska
$83.2K – – –
PAG
967
Paladin Advisory Group
Iowa
$79.2K +$1.11K +18 +1%
CA
968
Centerpoint Advisors
Massachusetts
$72K – – –
AA
969
Ancora Advisors
Ohio
$71.9K – – –
TSWM
970
Tyler-Stone Wealth Management
Ohio
$67.3K – – –
MHR
971
Matthew Hamilton Rosenberg
$61.4K -$6.65K -108 -10%
WAS
972
Winch Advisory Services
Wisconsin
$59.4K -$1.23K -20 -2%
SL
973
Salomon & Ludwin
Virginia
$59.2K – – –
ST
974
Smithfield Trust
Pennsylvania
$59K – – –
BA
975
Ballast Advisors
Minnesota
$56.6K – – –
37 38
39
40 41