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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
976
Twin Focus Capital Partners
Massachusetts
$618K +$595K +7,888 New
SIA
977
Strategic Investment Advisors
Michigan
$616K +$7.98M +105,843 +1,936%
BFM
978
Boothbay Fund Management
New York
$611K -$52.8K -700 -8%
AWC
979
Abundance Wealth Counselors
Pennsylvania
$607K -$60.2K -798 -9%
ACM
980
Altrius Capital Management
North Carolina
$605K -$202K -2,682 -26%
PFA
981
Presper Financial Architects
Ohio
$604K – – –
PAW
982
Plan A Wealth
Nebraska
$594K -$754K -9,996 -57%
MA
983
MJP Associates
Connecticut
$591K -$1.13K -15 -0.2%
CB
984
Commerce Bank
Missouri
$590K -$67.9K -900 -11%
OFG
985
Opulen Financial Group
Virginia
$588K +$1.66K +22 +0.3%
LC
986
Lavaca Capital
Texas
$587K +$162K +2,146 +40%
TWA
987
Talisman Wealth Advisors
New Jersey
$586K -$5.21K -69 -0.9%
ADL
988
Asset Dedication LLC
California
$586K -$19.5K -259 -3%
JCM
989
Jacobi Capital Management
Pennsylvania
$583K -$23.8K -315 -4%
AIM
990
Acropolis Investment Management
Missouri
$580K – – –
RCM
991
Raleigh Capital Management
North Carolina
$580K -$31.8K -421 -5%
SEIA
992
Signature Estate & Investment Advisors
California
$579K +$557K +7,387 New
CAM
993
Clarity Asset Management
Iowa
$577K +$141K +1,868 +34%
CFP
994
Cypress Financial Planning
New Jersey
$577K +$62.8K +832 +13%
VCM
995
Virtue Capital Management
Tennessee
$575K +$985K +13,061 New
RA
996
Riversedge Advisors
Delaware
$573K +$30.3K +402 +6%
JFG
997
Jefferies Financial Group
New York
$565K +$2.19K +29 +0.4%
SAG
998
SageView Advisory Group
California
$564K +$30.1K +399 +6%
FMWA
999
Forvis Mazars Wealth Advisors
Missouri
$563K +$3.09K +41 +0.6%
WS
1000
Wedbush Securities
California
$559K +$55.1K +730 +11%
38 39
40
41 42