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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1026
Rockwood Wealth Management
Pennsylvania
$1.18M +$144K +1,688 +14%
SWA
1027
Serenus Wealth Advisors
California
$1.17M -$153K -1,797 -12%
NEAM
1028
New England Asset Management
Connecticut
$1.17M – – –
SAM
1029
Smith Asset Management
Florida
$1.14M +$102K +1,200 +10%
MIAS
1030
Mason Investment Advisory Services
Virginia
$1.14M – – –
PIAS
1031
PCA Investment Advisory Services
Ohio
$1.14M +$20.2K +237 +2%
WF
1032
Whelan Financial
California
$1.14M -$134K -1,566 -11%
AWA
1033
A4 Wealth Advisors
North Carolina
$1.13M -$1.07M -12,524 -49%
SFO
1034
Stokes Family Office
Louisiana
$1.12M +$184K +2,157 +20%
CB
1035
Community Bank
New York
$1.11M -$4.86K -57 -0.4%
I
1036
INVST
Indiana
$1.11M +$54K +633 +5%
JSA
1037
Jacobson & Schmitt Advisors
Wisconsin
$1.1M +$3.92K +46 +0.4%
BTWM
1038
Baker Tilly Wealth Management
Wisconsin
$1.1M +$63.1K +740 +6%
FFG
1039
Fiduciary Financial Group
California
$1.1M -$42.1K -493 -4%
3F
1040
360 Financial
Minnesota
$1.09M -$145K -1,700 -12%
LBC
1041
Leigh Baldwin & Co
New York
$1.08M -$17.9K -210 -2%
MFS
1042
Montgomery Financial Services
Maryland
$1.08M +$1.05M +12,313 New
AWM
1043
Athena Wealth Management
Nevada
$1.08M +$4.78K +56 +0.5%
CWS
1044
Confluence Wealth Services
Pennsylvania
$1.07M -$2.13K -25 -0.2%
SWA
1045
Sax Wealth Advisors
New Jersey
$1.07M -$18.3K -215 -2%
FP
1046
FFG Partners
Florida
$1.07M +$1.04M +12,151 New
CIA
1047
Capital Investment Advisors
Georgia
$1.07M +$129K +1,511 +14%
AOWM
1048
Asset One Wealth Management
Washington
$1.06M -$26.5K -311 -3%
FP
1049
Fiduciary Planning
Florida
$1.06M +$768 +9 +0.1%
TWC
1050
TD Waterhouse Canada
Ontario, Canada
$1.06M +$57.3K +672 +6%
40 41
42
43 44