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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1026
Capital Asset Advisory Services
Michigan
$426K -$7.13K -106 -2%
M&T Bank
1027
M&T Bank
New York
$424K
AG
1028
AmeriFlex Group
Nevada
$424K -$8.41K -125 -2%
FLP
1029
Financial Life Planners
Arizona
$424K -$9.88K -147 -2%
VH
1030
Visionary Horizons
Tennessee
$422K -$6.79K -101 -2%
PG
1031
Patten Group
Tennessee
$418K +$58.8K +874 +18%
JAA
1032
Joel Adams & Associates
North Carolina
$417K +$45K +669 +13%
FCM
1033
Fourpath Capital Management
Oklahoma
$414K -$167K -2,482 -30%
SIAG
1034
Safeguard Investment Advisory Group
California
$410K +$29.9K +444 +9%
MNBTD
1035
Moody National Bank Trust Division
Texas
$409K
CCP
1036
Carmel Capital Partners
California
$408K -$4.84K -72 -1%
FA
1037
Fortis Advisors
Pennsylvania
$407K -$201K -2,991 -35%
AA
1038
AJ Advisors
Tennessee
$406K -$145K -2,153 -28%
SRWM
1039
Shira Ridge Wealth Management
California
$406K -$90.6K -1,347 -19%
TFA
1040
TPG Financial Advisors
Oregon
$405K
OWM
1041
Orgel Wealth Management
Wisconsin
$402K +$131K +1,953 +55%
CAM
1042
Clarity Asset Management
Iowa
$400K +$8.68K +129 +2%
WIM
1043
Westside Investment Management
California
$399K -$9.35K -139 -2%
VPWA
1044
Vestia Personal Wealth Advisors
Indiana
$398K +$5.18K +77 +1%
SIA
1045
Strategic Investment Advisors
Michigan
$397K +$58.4K +869 +19%
TFS
1046
Thoroughbred Financial Services
Tennessee
$397K +$7.8K +116 +2%
CWM
1047
Centric Wealth Management
Illinois
$395K -$4.94M -73,467 -93%
AFO
1048
Arrowroot Family Office
California
$393K +$364K +5,413 New
MIM
1049
Macroview Investment Management
Maryland
$393K +$3.7K +55 +1%
IF
1050
Ironwood Financial
Arizona
$393K