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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1076
Element Wealth
Mississippi
$262K +$271K +3,919 +6,029%
SI
1077
Stephens Inc
Arkansas
$261K +$20.7K +300 +8%
OIS
1078
Okabena Investment Services
Minnesota
$260K +$273K +3,951 New
HAC
1079
Harbor Advisory Corp
New Hampshire
$259K – – –
RWM
1080
Revisor Wealth Management
Ohio
$257K +$270K +3,910 New
FB
1081
Fulton Bank
Pennsylvania
$257K -$75.8K -1,096 -22%
EWM
1082
Empirical Wealth Management
Washington
$256K -$140K -2,027 -34%
PCS
1083
Private Client Services
Kentucky
$256K +$8.92K +129 +3%
FA
1084
FF Advisors
California
$254K -$7.26K -105 -3%
CAWM
1085
Capital A Wealth Management
Pennsylvania
$252K -$1.39M -20,045 -84%
EL
1086
Essex LLC
Illinois
$251K +$264K +3,816 New
PWM
1087
Prosperity Wealth Management
California
$250K – – –
MWA
1088
Meridian Wealth Advisors
Texas
$249K +$346 +5 +0.1%
SP
1089
Sequent Planning
Nebraska
$248K -$65K -940 -20%
EWA
1090
Exencial Wealth Advisors
Oklahoma
$246K +$58.2K +842 +29%
AF
1091
Affiance Financial
Minnesota
$243K – – –
PRS
1092
Pinkerton Retirement Specialists
Idaho
$241K +$253K +3,665 New
WPC
1093
Wedmont Private Capital
Pennsylvania
$240K -$416K -6,017 -61%
AIM
1094
Advyzon Investment Management
Illinois
$238K -$22.5K -326 -8%
FGAM
1095
Financial Gravity Asset Management
Texas
$238K +$250K +3,619 New
GWMR
1096
GC Wealth Management RIA
Massachusetts
$237K +$249K +3,598 New
MCM
1097
Mendel Capital Management
Arkansas
$236K +$8.92K +129 +4%
SSB
1098
Sandy Spring Bank
Maryland
$236K -$6.71K -97 -3%
PMG
1099
ProVise Management Group
Florida
$236K -$16.3K -235 -6%
OAS
1100
Optivise Advisory Services
Tennessee
$236K -$87.4K -1,263 -26%
42 43
44
45 46