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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
1001
D.A. Davidson & Co
Montana
$351K -$3.57M -51,533 -91%
IWA
1002
Inspirion Wealth Advisors
Illinois
$349K +$208 +3 +0.1%
RBC
1003
Romano Brothers & Co
Illinois
$347K +$72K +1,039 +26%
FB
1004
Fulton Bank
Pennsylvania
$345K – – –
FG
1005
Foster Group
Iowa
$345K +$347K +5,004 New
SPI
1006
Santori & Peters Inc
Pennsylvania
$344K – – –
NHC
1007
Nicholas Hoffman & Company
Georgia
$341K +$343K +4,948 New
BWP
1008
Bernardo Wealth Planning
Pennsylvania
$336K +$59K +851 +21%
HWA
1009
Heartwood Wealth Advisors
Virginia
$336K – – –
OAS
1010
Optivise Advisory Services
Tennessee
$334K -$92.1K -1,329 -22%
SWM
1011
Stark Wealth Management
Pennsylvania
$334K +$333K +4,801 New
ESB
1012
Essex Savings Bank
Connecticut
$332K +$334K +4,817 New
SGK
1013
Steigerwald Gordon & Koch
Virginia
$331K – – –
IPW
1014
Impact Partnership Wealth
Georgia
$330K +$27.8K +401 +9%
GSWM
1015
Greenup Street Wealth Management
Michigan
$330K +$126K +1,814 +61%
CAMG
1016
CWA Asset Management Group
Florida
$328K – – –
CWMGP
1017
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$327K -$72.4K -1,044 -18%
WMA
1018
William Mack & Associates
Michigan
$326K +$327K +4,722 New
PG
1019
Patten Group
Tennessee
$325K +$33.6K +485 +11%
SP
1020
Sequent Planning
Nebraska
$324K -$79.9K -1,152 -20%
GIA
1021
Guyasuta Investment Advisors
Pennsylvania
$322K +$10.3K +148 +3%
LFA
1022
Laraway Financial Advisors
Minnesota
$321K +$87.3K +1,260 +37%
BFWM
1023
Bright Futures Wealth Management
New York
$321K +$19.4K +280 +7%
CAM
1024
Concorde Asset Management
Michigan
$320K -$4.58K -66 -1%
VAG
1025
VisionPoint Advisory Group
Texas
$320K +$3.81K +55 +1%
39 40
41
42 43