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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
1126
Briaud Financial Planning
Texas
$283K +$263K +3,905 New
S
1127
SignatureFD
Georgia
$283K +$118K +1,754 +82%
FHA
1128
First Horizon Advisors
Tennessee
$281K +$252K +3,750 +3,125%
RWM
1129
Revisor Wealth Management
Ohio
$281K -$6.12K -91 -2%
BLFG
1130
Brian Low Financial Group
Louisiana
$281K +$259K +3,859 New
MAMG
1131
Milestone Asset Management Group
Connecticut
$278K +$258K +3,831 New
EL
1132
Essex LLC
Illinois
$277K – – –
PWM
1133
Prosperity Wealth Management
California
$277K – – –
MWA
1134
Meridian Wealth Advisors
Texas
$276K +$269 +4 +0.1%
FA
1135
FF Advisors
California
$275K -$4.3K -64 -2%
CCA
1136
Conservest Capital Advisors
Pennsylvania
$275K +$32.6K +485 +15%
SRB
1137
Shotwell Rutter Baer
Michigan
$274K -$3.16K -47 -1%
MWA
1138
Monograph Wealth Advisors
California
$272K +$252K +3,746 New
MA
1139
Mosaic Advisors
Texas
$271K -$287K -4,265 -53%
GC
1140
Grimes & Company
Massachusetts
$271K +$29.5K +438 +13%
FG
1141
Fiduciary Group
Georgia
$269K +$249K +3,706 New
WFS
1142
Widmann Financial Services
Maryland
$269K +$41.8K +622 +20%
WW
1143
Waterfront Wealth
Kansas
$264K +$244K +3,635 New
MCM
1144
Mendel Capital Management
Arkansas
$262K +$403 +6 +0.2%
GC
1145
Guidance Capital
Kentucky
$261K -$148K -2,204 -38%
PMG
1146
ProVise Management Group
Florida
$261K – – –
CAM
1147
Chesapeake Asset Management
New York
$260K – – –
PRS
1148
Pinkerton Retirement Specialists
Idaho
$260K -$6.32K -94 -3%
IP
1149
Ignite Planners
California
$259K +$17.9K +266 +8%
CWA
1150
Canvas Wealth Advisors
Kansas
$258K +$231K +3,440 New
44 45
46
47 48