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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
1026
Evernest Financial Advisors
Indiana
$842K – – –
FWM
1027
FLP Wealth Management
Arkansas
$840K +$878K +10,974 New
EV
1028
EJMK Ventures
Illinois
$838K -$707K -8,844 -45%
PWA
1029
Perspective Wealth Advisors
Colorado
$836K -$23.9K -299 -3%
CCM
1030
Crew Capital Management
Ohio
$822K -$10.3K -129 -1%
CFG
1031
Copley Financial Group
California
$816K -$30.6K -383 -3%
KF
1032
Kelsey Financial
California
$815K +$3.36K +42 +0.4%
CB
1033
Commerce Bank
Missouri
$814K +$242K +3,025 +40%
VWWMG
1034
Vermillion & White Wealth Management Group
Pennsylvania
$814K -$8.16K -102 -0.9%
CIA
1035
Capital Investment Advisors
Georgia
$813K -$6.24K -78 -0.7%
KFI
1036
Key Financial Inc
Pennsylvania
$808K +$45.8K +573 +6%
SFO
1037
Stokes Family Office
Louisiana
$808K -$22.6K -282 -3%
IWP
1038
Integrity Wealth Partners
California
$805K +$841K +10,516 New
TSS
1039
Taylor Securities Services
Pennsylvania
$804K – – –
RIP
1040
Reliant Investment Partners
North Carolina
$803K – – –
MAFA
1041
MJT & Associates Financial Advisory
Minnesota
$800K – – –
WSFG
1042
Wall Street Financial Group
Illinois
$800K +$292K +3,649 +54%
SEIA
1043
Signature Estate & Investment Advisors
California
$798K +$233K +2,917 +39%
DCM
1044
DGS Capital Management
New Jersey
$797K +$410K +5,127 +97%
BF
1045
Brooklyn FI
New York
$795K +$5.76K +72 +0.7%
RBFC
1046
Roman Butler Fullerton & Co
Missouri
$794K -$23.7K -296 -3%
LWANC
1047
Laurel Wealth Advisors (North Carolina)
North Carolina
$786K -$10.9K -136 -1%
RAM
1048
Riggs Asset Management
Pennsylvania
$784K +$9.68K +121 +1%
JIC
1049
Johnson Investment Counsel
Ohio
$783K +$3.28K +41 +0.4%
APFP
1050
Action Point Financial Planning
Michigan
$780K +$815K +10,186 New
40 41
42
43 44