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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
1101
Curbstone Financial Management Corp
New Hampshire
$562K
PAG
1102
Paladin Advisory Group
Iowa
$561K +$211K +2,655 +61%
PFA
1103
Portland Financial Advisors
New York
$559K
OWM
1104
Orgel Wealth Management
Wisconsin
$559K +$64.5K +811 +13%
WSFG
1105
Wall Street Financial Group
Illinois
$557K +$256K +3,219 +90%
BFM
1106
Boothbay Fund Management
New York
$554K -$71.6K -900 -12%
KFAA
1107
Klaas Financial Asset Advisors
Illinois
$548K +$543K +6,828 New
VR
1108
Vision Retirement
New Jersey
$547K +$542K +6,816 New
TPA
1109
Trivium Point Advisory
Connecticut
$544K -$7.16K -90 -1%
PWM
1110
Provident Wealth Management
Tennessee
$543K +$1.43K +18 +0.3%
SEP
1111
Southland Equity Partners
Missouri
$542K +$26.6K +334 +5%
FWM
1112
FSR Wealth Management
Illinois
$532K -$263K -3,306 -33%
ACM
1113
Advisors Capital Management
New Jersey
$531K +$318 +4 +0.1%
M&T Bank
1114
M&T Bank
New York
$531K
WF
1115
Wayfinding Financial
Washington
$529K +$9.94K +125 +2%
HAS
1116
HBW Advisory Services
California
$525K -$296K -3,727 -36%
GW
1117
Graetz Wealth
Michigan
$524K +$519K +6,527 New
RZH
1118
Relyea Zuckerberg Hanson
Connecticut
$523K +$1.51K +19 +0.3%
FCM
1119
Fourpath Capital Management
Oklahoma
$519K +$106K +1,335 +26%
FNBOO
1120
First National Bank of Omaha
Nebraska
$518K +$510K +6,412 New
TAP
1121
TSG Advice Partners
Ohio
$516K +$512K +6,434 New
LFG
1122
Leverty Financial Group
Wisconsin
$511K -$247K -3,102 -33%
PFO
1123
Pioneer Family Office
Florida
$510K +$506K +6,360 New
CCP
1124
Carmel Capital Partners
California
$510K +$53K +666 +12%
VH
1125
Visionary Horizons
Tennessee
$508K +$32.6K +410 +7%