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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1026
NWF Advisory Services
California
$317K +$319K +4,604 New
SAM
1027
Smith Asset Management
Florida
$316K +$317K +4,577 New
BJL
1028
Brighton Jones LLC
Washington
$311K +$313K +4,517 New
IAIM
1029
International Assets Investment Management
Florida
$310K +$313K +4,509 New
SEP
1030
Southland Equity Partners
Missouri
$309K +$22.4K +323 +8%
WF
1031
Welch & Forbes
Massachusetts
$309K +$17.7K +256 +6%
DWA
1032
Delap Wealth Advisory
Oregon
$307K +$309K +4,451 New
JAA
1033
Joel Adams & Associates
North Carolina
$306K +$308K +4,438 New
RCM
1034
RB Capital Management
Nevada
$302K +$98.1K +1,415 +48%
LWA
1035
Lantern Wealth Advisors
New York
$301K +$24.3K +350 +9%
CAC
1036
Certified Advisory Corp
Florida
$298K +$70.1K +1,012 +31%
SCA
1037
Sandy Cove Advisors
Massachusetts
$297K +$84.6K +1,221 +40%
PGF
1038
Plan Group Financial
Oklahoma
$297K +$1.04K +15 +0.3%
MFN
1039
Midwest Financial Network
Illinois
$296K +$297K +4,291 New
SFGP
1040
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$292K +$294K +4,237 New
SEI Investments
1041
SEI Investments
Pennsylvania
$289K -$13.4K -194 -4%
RIA
1042
Regal Investment Advisors
Michigan
$287K +$289K +4,170 New
BWM
1043
BCGM Wealth Management
Indiana
$285K +$41.5K +598 +17%
SL
1044
Sentinus LLC
Illinois
$281K -$1.01M -14,643 -78%
FA
1045
FF Advisors
California
$281K
AF
1046
Amara Financial
California
$279K +$485 +7 +0.2%
SW
1047
Schulz Wealth
Texas
$278K +$693 +10 +0.2%
FFW
1048
Fusion Family Wealth
New York
$277K
ATC
1049
Argent Trust Co
Tennessee
$277K -$13.7K -198 -5%
CPWA
1050
Cerro Pacific Wealth Advisors
California
$273K