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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
951
Retirement Planning Group (Kansas)
Kansas
$228K +$219K +3,374 New
MLRA
952
Main Line Retirement Advisors
Montana
$224K +$715 +11 +0.3%
LW
953
Linscomb Wealth
Texas
$224K – – –
CAC
954
Certified Advisory Corp
Florida
$224K -$9.63K -148 -4%
RWM
955
Rockline Wealth Management
New York
$223K +$215K +3,308 New
TIAM2
956
Tru Independence Asset Management 2
Oregon
$222K +$214K +3,286 New
MBI
957
May Barnhard Investments
Maryland
$217K -$390 -6 -0.2%
SWM
958
SeaCrest Wealth Management
New York
$216K – – –
PB
959
Pinnacle Bancorp
Nebraska
$210K – – –
BWG
960
Boomfish Wealth Group
Georgia
$209K +$201K +3,098 New
SCA
961
Sandy Cove Advisors
Massachusetts
$209K +$201K +3,089 New
CPRC
962
Consolidated Portfolio Review Corp
New York
$205K +$198K +3,041 New
DCM
963
DGS Capital Management
New Jersey
$205K -$7.74K -119 -4%
AWA
964
Aaron Wealth Advisors
Illinois
$204K +$197K +3,022 New
KIM
965
Kestra Investment Management
Texas
$203K +$196K +3,009 New
AW
966
Atlas Wealth
Ohio
$203K +$195K +3,000 New
SAM
967
Sequent Asset Management
Texas
$201K -$194K -2,983 -50%
MAG
968
M3 Advisory Group
Massachusetts
$201K -$313K -4,819 -62%
PAM
969
PVG Asset Management
Colorado
$201K +$193K +2,971 New
GSWM
970
Greenup Street Wealth Management
Michigan
$200K +$193K +2,968 New
RCM
971
RB Capital Management
Nevada
$200K +$193K +2,967 New
M
972
MOTCO
Texas
$192K – – –
NP
973
NorthRock Partners
Minnesota
$192K +$3.97K +61 +2%
SC
974
Swan Capital
Florida
$192K +$185K +2,838 New
BIM
975
Breakwater Investment Management
Washington
$187K +$5.92K +91 +3%
37 38
39
40 41