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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IC
1126
Inscription Capital
Texas
$334K +$11K +146 +4%
PGF
1127
Plan Group Financial
Oklahoma
$330K +$981 +13 +0.3%
LWA
1128
Lantern Wealth Advisors
New York
$329K +$316K +4,193 New
WFC
1129
Western Financial Corp
California
$327K -$53K -702 -14%
GC
1130
Guidance Capital
Kentucky
$327K +$40.2K +533 +15%
GWSG
1131
GPS Wealth Strategies Group
Colorado
$326K +$277K +3,669 +750%
CAM
1132
Concorde Asset Management
Michigan
$324K +$311K +4,126 New
MCA
1133
Magnolia Capital Advisors
Mississippi
$324K +$312K +4,135 New
BWM
1134
BCGM Wealth Management
Indiana
$324K +$8.22K +109 +3%
AF
1135
Amara Financial
California
$323K -$8.07K -107 -3%
GGS
1136
Galvin Gaustad & Stein
Arizona
$321K +$309K +4,100 New
SW
1137
Schulz Wealth
Texas
$320K +$453 +6 +0.1%
FC
1138
Financial Consulate
Maryland
$317K +$306K +4,052 New
BWM
1139
Buska Wealth Management
Wisconsin
$317K +$46.4K +615 +18%
TRIA
1140
Trail Ridge Investment Advisors
Colorado
$316K +$6.18K +82 +2%
ATC
1141
Argent Trust Co
Tennessee
$314K
IRP
1142
Investment Research Partners
Pennsylvania
$312K +$291K +3,864 New
LFA
1143
LGT Financial Advisors
Texas
$312K
Vanguard Personalized Indexing Management
1144
Vanguard Personalized Indexing Management
California
$311K +$300K +3,972 New
WFS
1145
Widmann Financial Services
Maryland
$311K +$20.1K +267 +7%
OAS
1146
Optivise Advisory Services
Tennessee
$311K +$45.6K +604 +18%
OIS
1147
Okabena Investment Services
Minnesota
$310K
PCS
1148
Private Client Services
Kentucky
$309K -$59.1K -784 -17%
EWM
1149
Empirical Wealth Management
Washington
$309K +$64.9K +860 +28%
FG
1150
Fiduciary Group
Georgia
$309K +$17.9K +237 +6%