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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1001
Breachway Investments
Rhode Island
$846K +$839K +10,547 New
KAS
1002
KPP Advisory Services
Kentucky
$845K -$37.6K -473 -4%
SA
1003
Stewardship Advisors
Pennsylvania
$845K +$72.9K +917 +10%
EWA
1004
Exit Wealth Advisors
Georgia
$845K +$4.93K +62 +0.6%
TSS
1005
Taylor Securities Services
Pennsylvania
$842K +$835K +10,500 New
RIP
1006
Reliant Investment Partners
North Carolina
$842K – – –
MAFA
1007
MJT & Associates Financial Advisory
Minnesota
$838K -$3.58K -45 -0.4%
DC
1008
Destiny Capital
Colorado
$837K -$92.4K -1,162 -10%
SQA
1009
Simon Quick Advisors
New Jersey
$835K +$6.04K +76 +0.7%
LBC
1010
Lane Brothers & Co
Arizona
$835K +$828K +10,405 New
WMA
1011
William Mack & Associates
Michigan
$834K -$77.1K -970 -9%
RBFC
1012
Roman Butler Fullerton & Co
Missouri
$833K -$29.6K -372 -3%
PEWA
1013
Pacific Excel Wealth Advisors
California
$830K +$822K +10,342 New
IFPL
1014
Investments & Financial Planning LLC
Kentucky
$829K -$90.3K -1,135 -10%
SFA
1015
Souders Financial Advisors
Ohio
$829K +$821K +10,328 New
BF
1016
Brooklyn FI
New York
$828K +$821K +10,319 New
PFS
1017
Prospera Financial Services
Texas
$827K +$305K +3,831 +59%
AUB
1018
Atlantic Union Bankshares
Virginia
$823K +$239 +3 +0%
MFG
1019
Magnus Financial Group
New York
$821K +$38.3K +481 +5%
JIC
1020
Johnson Investment Counsel
Ohio
$818K +$24.7K +311 +3%
EFA
1021
Evernest Financial Advisors
Indiana
$817K -$80 -1 -0%
FMWA
1022
Forvis Mazars Wealth Advisors
Missouri
$814K +$235K +2,957 +41%
RAM
1023
Riggs Asset Management
Pennsylvania
$812K +$39.4K +496 +5%
SHJ
1024
Sharkey, Howes & Javer
Colorado
$810K +$326K +4,094 +68%
HTHT
1025
Hemenway Trust Hemenway Trust
New Hampshire
$809K -$55.8K -702 -7%
39 40
41
42 43