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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
976
G&S Capital
Colorado
$924K +$57.6K +724 +7%
AF
977
Allworth Financial
California
$923K +$180K +2,261 +24%
SCP
978
Stevens Capital Partners
Nebraska
$920K +$102K +1,277 +13%
I
979
INVST
Indiana
$919K -$6.44K -81 -0.7%
GWM
980
GK Wealth Management
Nevada
$915K +$5.09K +64 +0.6%
LWM
981
LongView Wealth Management
Georgia
$908K +$94.2K +1,185 +12%
LAA
982
Liberty Atlantic Advisors
Texas
$904K +$896K +11,270 New
CWM
983
Chemistry Wealth Management
New York
$901K -$90.4K -1,137 -9%
PWA
984
Perspective Wealth Advisors
Colorado
$900K +$892K +11,216 New
FOA
985
Five Oceans Advisors
California
$897K -$4.77K -60 -0.5%
SRS
986
Strong Retirement Solutions
Washington
$896K +$889K +11,173 New
FL
987
FreeGulliver LLC
Louisiana
$893K -$111K -1,393 -11%
WEG
988
World Equity Group
Illinois
$892K -$50.5K -635 -5%
IPW
989
Impact Partnership Wealth
Georgia
$892K +$75.6K +950 +9%
CFG
990
Copley Financial Group
California
$886K -$34.7K -436 -4%
SAM
991
Smith Asset Management
Florida
$881K +$128K +1,612 +17%
LFG
992
Lockerman Financial Group
California
$881K +$80 +1 +0%
CCM
993
Crew Capital Management
Ohio
$871K +$4.21K +53 +0.5%
SFO
994
Stokes Family Office
Louisiana
$869K +$14.1K +177 +2%
MGWM
995
Marks Group Wealth Management
Minnesota
$863K +$856K +10,760 New
VWWMG
996
Vermillion & White Wealth Management Group
Pennsylvania
$861K – – –
CIA
997
Capital Investment Advisors
Georgia
$858K +$146K +1,835 +21%
KF
998
Kelsey Financial
California
$850K +$843K +10,601 New
STFP
999
Signal Tree Financial Partners
Ohio
$850K -$1.99K -25 -0.2%
DADC
1000
D.A. Davidson & Co
Montana
$850K -$58.7K -738 -7%
38 39
40
41 42