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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
1001
Moody National Bank Trust Division
Texas
$370K – – –
WS
1002
Wedbush Securities
California
$368K +$32.5K +470 +9%
TFA
1003
TPG Financial Advisors
Oregon
$367K – – –
DWM
1004
Diversify Wealth Management
Utah
$363K +$1.04K +15 +0.3%
CF
1005
Claris Financial
Virginia
$361K – – –
DADC
1006
D.A. Davidson & Co
Montana
$359K +$25.3K +366 +7%
VPWA
1007
Vestia Personal Wealth Advisors
Indiana
$356K -$6.09K -88 -2%
PPC
1008
Pennington Partners & Co
Maryland
$355K +$373K +5,397 New
CAM
1009
Clarity Asset Management
Iowa
$353K +$333K +4,820 +872%
DI
1010
Diligent Investors
California
$353K – – –
MIM
1011
Macroview Investment Management
Maryland
$352K – – –
TFS
1012
Thoroughbred Financial Services
Tennessee
$352K +$138 +2 +0%
FFG
1013
Frisch Financial Group
New York
$345K +$899 +13 +0.2%
SAM
1014
Smith Asset Management
Florida
$343K +$44.1K +637 +14%
SIAG
1015
Safeguard Investment Advisory Group
California
$342K +$360K +5,199 New
ACM
1016
Absolute Capital Management
Pennsylvania
$342K +$415 +6 +0.1%
HR
1017
Hardy Reed
Mississippi
$340K – – –
MMA
1018
Miracle Mile Advisors
California
$339K -$5.67K -82 -2%
TAM
1019
TCP Asset Management
Ohio
$338K – – –
EIA
1020
Edgemoor Investment Advisors
Maryland
$337K – – –
TA
1021
TFB Advisors
Kansas
$336K -$2.97K -43 -0.8%
VAG
1022
VisionPoint Advisory Group
Texas
$336K +$31.8K +460 +10%
CAMG
1023
CWA Asset Management Group
Florida
$334K +$22.1K +320 +7%
JAA
1024
Joel Adams & Associates
North Carolina
$333K +$43.4K +628 +14%
RBC
1025
Romano Brothers & Co
Illinois
$331K – – –
39 40
41
42 43