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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1101
Johnson Investment Counsel
Ohio
$877K -$22.3K -261 -3%
AWC
1102
Abundance Wealth Counselors
Pennsylvania
$876K +$189K +2,218 +29%
SQA
1103
Simon Quick Advisors
New Jersey
$874K +$24.3K +285 +3%
BI
1104
Breachway Investments
Rhode Island
$869K -$550K -6,451 -39%
UFA
1105
Unify Financial Advisors
Florida
$869K +$191K +2,242 +29%
RWP
1106
RWA Wealth Partners
Massachusetts
$864K +$9.73K +114 +1%
CPC
1107
Consolidated Planning Corp
Georgia
$864K +$317K +3,721 +61%
RCM
1108
RB Capital Management
Nevada
$861K +$82.4K +966 +11%
SIG
1109
Sargent Investment Group
Maryland
$860K +$834K +9,780 New
TC
1110
Trilogy Capital
California
$848K +$427 +5 +0.1%
SWM
1111
SHP Wealth Management
Massachusetts
$846K +$507K +5,939 +161%
CFP
1112
Catalyst Financial Partners
Massachusetts
$842K +$329K +3,856 +67%
HNW
1113
High Note Wealth
Minnesota
$842K +$13.8K +162 +2%
LAA
1114
Liberty Atlantic Advisors
Texas
$840K +$7.85K +92 +1%
FNWA
1115
Financial Network Wealth Advisors
Utah
$840K +$815K +9,553 New
SG
1116
Sankala Group
Colorado
$837K -$2.65K -31 -0.3%
SM
1117
Sensible Money
Arizona
$836K +$812K +9,513 New
IFPL
1118
Investments & Financial Planning LLC
Kentucky
$833K -$23K -270 -3%
DADC
1119
D.A. Davidson & Co
Montana
$833K -$31.8K -373 -4%
FL
1120
FreeGulliver LLC
Louisiana
$829K -$683 -8 -0.1%
WMA
1121
William Mack & Associates
Michigan
$828K +$315K +3,696 +65%
PFO
1122
Pioneer Family Office
Florida
$827K +$15.8K +185 +2%
VH
1123
Visionary Horizons
Tennessee
$826K +$340K +3,984 +74%
TFS
1124
Targeted Financial Services
Florida
$824K -$18.6K -218 -2%
FWM
1125
FSR Wealth Management
Illinois
$824K +$28.2K +331 +4%
43 44
45
46 47