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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1101
Catalyst Financial Partners
Massachusetts
$331K -$196K -2,914 -39%
RF
1102
Rossby Financial
Florida
$320K +$163K +2,421 +122%
NAS
1103
NWF Advisory Services
California
$320K +$22.8K +339 +8%
DCM
1104
DGS Capital Management
New Jersey
$319K +$295K +4,394 New
WF
1105
Welch & Forbes
Massachusetts
$311K – – –
OCG
1106
Opus Capital Group
Ohio
$310K – – –
DI
1107
DAGCO Inc
Ohio
$310K -$104K -1,545 -27%
AL
1108
Aspiriant LLC
California
$309K +$7.33K +109 +3%
AF
1109
Amara Financial
California
$307K +$11.1K +165 +4%
PGF
1110
Plan Group Financial
Oklahoma
$305K -$7.67K -114 -3%
ZIM
1111
Zacks Investment Management
Illinois
$301K +$279K +4,146 New
FFW
1112
Fusion Family Wealth
New York
$301K – – –
IC
1113
Inscription Capital
Texas
$299K +$277K +4,117 New
SW
1114
Schulz Wealth
Texas
$297K -$941 -14 -0.3%
CAC
1115
Certified Advisory Corp
Florida
$295K +$67 +1 +0%
EW
1116
Element Wealth
Mississippi
$295K +$5.31K +79 +2%
TRIA
1117
Trail Ridge Investment Advisors
Colorado
$294K -$169K -2,513 -39%
BWM
1118
BCGM Wealth Management
Indiana
$292K -$3.97K -59 -1%
ATC
1119
Argent Trust Co
Tennessee
$292K – – –
KCP
1120
Kera Capital Partners
California
$290K – – –
LFA
1121
LGT Financial Advisors
Texas
$290K -$13.8K -205 -5%
SEP
1122
Southland Equity Partners
Missouri
$288K -$149K -2,216 -36%
OIS
1123
Okabena Investment Services
Minnesota
$287K – – –
HAC
1124
Harbor Advisory Corp
New Hampshire
$286K – – –
JWA
1125
JFS Wealth Advisors
Pennsylvania
$284K -$11.2K -166 -4%
43 44
45
46 47