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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
976
Fiduciary Financial Group
California
$527K +$14.6K +217 +3%
PFA
977
Pure Financial Advisors
California
$524K +$1.55K +23 +0.3%
PFA
978
Portland Financial Advisors
New York
$523K +$34.3K +510 +8%
TPA
979
Trivium Point Advisory
Connecticut
$523K -$98.2K -1,461 -17%
JFG
980
Jefferies Financial Group
New York
$522K +$21.5K +320 +5%
FMWA
981
Forvis Mazars Wealth Advisors
Missouri
$519K – – –
PPWM
982
PFG Private Wealth Management
Florida
$512K +$6.59K +98 +1%
IPW
983
Impact Partnership Wealth
Georgia
$512K +$249K +3,710 +111%
SAG
984
SageView Advisory Group
California
$510K -$13.2K -196 -3%
CFMC
985
Curbstone Financial Management Corp
New Hampshire
$509K – – –
MPW
986
Magnolia Private Wealth
Pennsylvania
$508K -$46.8K -696 -9%
NCM
987
NCM Capital Management
New Jersey
$503K +$447K +6,651 New
RA
988
Riversedge Advisors
Delaware
$503K – – –
LSA
989
Lion Street Advisors
Texas
$499K -$31.5K -469 -6%
DW30
990
Drucker Wealth 3.0
New Jersey
$497K +$64.6K +961 +17%
AI
991
Accredited Investors
Minnesota
$496K -$5.99K -89 -1%
WF
992
Wayfinding Financial
Washington
$493K +$447K +6,645 New
ACM
993
Advisors Capital Management
New Jersey
$493K -$4.5K -67 -1%
PFG
994
PAX Financial Group
Texas
$489K +$10.2K +152 +2%
TIAM2
995
Tru Independence Asset Management 2
Oregon
$478K +$221K +3,286 +100%
BOC
996
Blue Oak Capital
California
$475K -$58K -862 -12%
CFP
997
Cypress Financial Planning
New Jersey
$475K -$19.2K -285 -4%
SAM
998
Smith Asset Management
Florida
$471K +$85.1K +1,266 +24%
RZH
999
Relyea Zuckerberg Hanson
Connecticut
$471K +$1.28K +19 +0.3%
SFS
1000
Summit Financial Strategies
Ohio
$470K +$1.75K +26 +0.4%
38 39
40
41 42