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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
951
Chris Bulman
California
$595K -$185K -2,747 -25%
HNW
952
High Note Wealth
Minnesota
$595K +$11K +163 +2%
MWM
953
MGB Wealth Management
Texas
$586K +$12K +178 +2%
KeyBank National Association
954
KeyBank National Association
Ohio
$586K -$21.5K -319 -4%
EFA
955
Evernest Financial Advisors
Indiana
$585K +$14.1K +210 +3%
LAM
956
LOM Asset Management
$582K +$538K +8,000 New
GSIS
957
Global Strategic Investment Solutions
Arizona
$582K
M1FG
958
Mach-1 Financial Group
Arkansas
$581K +$57.8K +859 +12%
AIM
959
Acropolis Investment Management
Missouri
$580K +$67 +1 +0%
NCM
960
Northwest Capital Management
Oregon
$571K -$54.2K -806 -9%
RCM
961
Raleigh Capital Management
North Carolina
$569K +$13.9K +206 +3%
JCM
962
Jacobi Capital Management
Pennsylvania
$564K -$9.48M -140,922 -95%
ADL
963
Asset Dedication LLC
California
$562K -$4.1K -61 -0.8%
VWM
964
Vigilare Wealth Management
Arizona
$561K -$21.5M -320,421 -98%
PFA
965
Presper Financial Architects
Ohio
$560K +$518K +7,707 New
PMFA
966
Plante Moran Financial Advisors
Michigan
$557K -$51K -759 -9%
DWM
967
Defined Wealth Management
Oregon
$550K +$78.7K +1,170 +18%
B
968
Bailard
California
$550K +$104K +1,549 +26%
MA
969
MJP Associates
Connecticut
$550K -$8.14K -121 -2%
TWA
970
Talisman Wealth Advisors
New Jersey
$548K +$672 +10 +0.1%
Thrivent Financial for Lutherans
971
Thrivent Financial for Lutherans
Minnesota
$545K -$41.2M -612,654 -99%
OFG
972
Opulen Financial Group
Virginia
$543K +$1.48K +22 +0.3%
CRI
973
Colonial River Investments
Virginia
$537K +$86.9K +1,292 +22%
TIAA Trust, National Association
974
TIAA Trust, National Association
North Carolina
$529K -$36.5K -543 -7%
PFS
975
Prospera Financial Services
Texas
$528K +$51.8K +771 +12%