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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1126
MY Wealth Management
Maryland
$505K – – –
MPW
1127
Magnolia Private Wealth
Pennsylvania
$505K +$65.1K +818 +15%
WWM
1128
Waterway Wealth Management
Texas
$504K +$109K +1,368 +28%
JAA
1129
Joel Adams & Associates
North Carolina
$503K +$50.7K +637 +11%
DWM
1130
Diversify Wealth Management
Utah
$500K +$37.5K +471 +8%
DWP
1131
Destiny Wealth Partners
Florida
$500K -$4.37K -55 -0.9%
IAN
1132
Integrated Advisors Network
Texas
$500K +$15.2K +191 +3%
MAMG
1133
Milestone Asset Management Group
Connecticut
$499K -$9.78K -123 -2%
GTAM
1134
Global Trust Asset Management
Florida
$498K -$159K -1,993 -24%
MFN
1135
Midwest Financial Network
Illinois
$497K +$62.4K +785 +15%
NG
1136
Northstar Group
New York
$495K – – –
FCA
1137
FLC Capital Advisors
California
$493K – – –
LWA
1138
Lantern Wealth Advisors
New York
$491K +$153K +1,926 +46%
CPC
1139
Consolidated Planning Corp
Georgia
$490K +$2.62K +33 +0.5%
IF
1140
Ironwood Financial
Arizona
$489K +$557 +7 +0.1%
FCC
1141
Flower City Capital
New York
$489K +$21.8K +274 +5%
TCOTS
1142
Trust Company of the South
North Carolina
$488K – – –
PAW
1143
Plan A Wealth
Nebraska
$487K -$120K -1,503 -20%
DW30
1144
Drucker Wealth 3.0
New Jersey
$486K -$46.2K -581 -9%
MA
1145
MJP Associates
Connecticut
$485K -$119K -1,497 -20%
SRWM
1146
Shira Ridge Wealth Management
California
$484K -$1.03K -13 -0.2%
PFG
1147
PAX Financial Group
Texas
$484K -$38.1K -479 -7%
WW
1148
Waterfront Wealth
Kansas
$482K +$190K +2,387 +66%
LCM
1149
Liberty Capital Management
Michigan
$478K – – –
CAAS
1150
Capital Asset Advisory Services
Michigan
$477K – – –
44 45
46
47 48