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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
951
RWA Wealth Partners
Massachusetts
$443K -$804K -11,606 -64%
SG
952
StoneX Group
New York
$442K +$445K +6,416 New
3AM
953
3EDGE Asset Management
Florida
$441K +$91.9K +1,326 +26%
ACM
954
Advisors Capital Management
New Jersey
$440K -$248K -3,584 -36%
IA
955
Inspire Advisors
Idaho
$438K +$18.3K +264 +4%
TRIA
956
Trail Ridge Investment Advisors
Colorado
$437K +$9.43K +136 +2%
CPRC
957
Consolidated Portfolio Review Corp
New York
$437K +$228K +3,296 +108%
PFA
958
Portland Financial Advisors
New York
$437K +$439K +6,332 New
TWA
959
Talisman Wealth Advisors
New Jersey
$435K +$438K +6,315 New
PFS
960
Prospera Financial Services
Texas
$430K -$246K -3,544 -36%
MPW
961
Magnolia Private Wealth
Pennsylvania
$427K +$430K +6,198 New
NL
962
NEPC LLC
Massachusetts
$425K +$428K +6,170 New
DWP
963
Destiny Wealth Partners
Florida
$423K – – –
TCOTS
964
Trust Company of the South
North Carolina
$419K – – –
CJ
965
Caitlin John
Michigan
$416K +$25.8K +372 +7%
B
966
Bailard
California
$415K +$417K +6,020 New
PFG
967
PAX Financial Group
Texas
$414K +$37.5K +541 +10%
FLP
968
Financial Life Planners
Arizona
$412K +$414K +5,977 New
CPC
969
Consolidated Planning Corp
Georgia
$410K +$412K +5,942 New
SBIA
970
Sheaff Brock Investment Advisors
Indiana
$408K +$117K +1,683 +40%
EWM
971
Empirical Wealth Management
Washington
$408K +$22.2K +320 +6%
WBCM
972
Wilson & Boucher Capital Management
California
$407K – – –
CRI
973
Colonial River Investments
Virginia
$403K +$17.7K +255 +5%
IF
974
Ironwood Financial
Arizona
$395K +$397K +5,725 New
WIM
975
Westside Investment Management
California
$394K -$6.1K -88 -2%
37 38
39
40 41