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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
976
Signature Wealth Management Group
Georgia
$998K +$1.04M +13,033 New
FFG
977
Fiduciary Financial Group
California
$997K +$54.6K +682 +6%
XT
978
XTX Topco
Cayman Islands
$994K +$1.04M +12,991 New
MIAS
979
Mason Investment Advisory Services
Virginia
$994K – – –
GEM
980
Global Endowment Management
North Carolina
$988K +$94.6K +1,183 +10%
SWM
981
Selby Wealth Management
California
$987K +$704K +8,798 +215%
WEG
982
World Equity Group
Illinois
$982K +$136K +1,701 +15%
BI
983
Breachway Investments
Rhode Island
$980K +$463K +5,792 +55%
PIAS
984
PCA Investment Advisory Services
Ohio
$975K +$88.9K +1,111 +10%
CB
985
Community Bank
New York
$974K -$21.2K -265 -2%
TCIIS
986
TIAA-CREF Individual & Institutional Services
New York
$961K +$1M +12,549 New
AF
987
Allworth Financial
California
$960K +$82.9K +1,037 +9%
LBC
988
Leigh Baldwin & Co
New York
$960K -$89.6K -1,120 -8%
JSA
989
Jacobson & Schmitt Advisors
Wisconsin
$957K -$39.7K -496 -4%
EA
990
Emerald Advisors
Washington
$936K -$27.1K -339 -3%
SA
991
Stewardship Advisors
Pennsylvania
$934K +$133K +1,663 +16%
OWM
992
Orgel Wealth Management
Wisconsin
$933K +$417K +5,219 +75%
CWS
993
Confluence Wealth Services
Pennsylvania
$933K -$79.9K -999 -8%
AWM
994
Athena Wealth Management
Nevada
$932K -$20.5K -256 -2%
GSC
995
G&S Capital
Colorado
$926K +$46.6K +583 +5%
FP
996
Fiduciary Planning
Florida
$924K +$720 +9 +0.1%
FOA
997
Five Oceans Advisors
California
$917K +$63.7K +797 +7%
I
998
INVST
Indiana
$915K +$40.3K +504 +4%
BI
999
Beckerman Institutional
New Jersey
$915K – – –
MWM
1000
McMill Wealth Management
Nebraska
$905K -$23.6M -294,563 -97%
38 39
40
41 42