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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
976
SVB Wealth
Massachusetts
$391K +$393K +5,665 New
DWM
977
Defined Wealth Management
Oregon
$388K -$5.96K -86 -2%
MNBTD
978
Moody National Bank Trust Division
Texas
$388K +$48.7K +702 +14%
MG
979
Mather Group
Illinois
$386K +$41K +592 +12%
KIM
980
Kestra Investment Management
Texas
$385K +$179K +2,581 +86%
TFA
981
TPG Financial Advisors
Oregon
$384K – – –
AFO
982
Arrowroot Family Office
California
$380K -$69 -1 -0%
DWM
983
Diversify Wealth Management
Utah
$380K +$385K +5,561 New
LSA
984
Lion Street Advisors
Texas
$380K +$21.4K +309 +6%
PWM
985
Partnership Wealth Management
Maryland
$379K – – –
VPWA
986
Vestia Personal Wealth Advisors
Indiana
$379K -$7.5M -108,210 -95%
NG
987
Northstar Group
New York
$372K – – –
DI
988
Diligent Investors
California
$370K – – –
MIM
989
Macroview Investment Management
Maryland
$369K – – –
TFS
990
Thoroughbred Financial Services
Tennessee
$369K -$16.5K -238 -4%
AA
991
Apriem Advisors
California
$363K – – –
MMA
992
Miracle Mile Advisors
California
$361K +$363K +5,241 New
CF
993
Claris Financial
Virginia
$361K +$363K +5,234 New
FFG
994
Frisch Financial Group
New York
$360K -$4.5K -65 -1%
ACM
995
Absolute Capital Management
Pennsylvania
$358K +$14.6K +210 +4%
HR
996
Hardy Reed
Mississippi
$357K – – –
TA
997
TFB Advisors
Kansas
$355K +$50.5K +729 +16%
TAM
998
TCP Asset Management
Ohio
$354K -$10.4K -150 -3%
EIA
999
Edgemoor Investment Advisors
Maryland
$354K – – –
WS
1000
Wedbush Securities
California
$353K -$103K -1,492 -23%
38 39
40
41 42