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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAC
1151
Harbor Advisory Corp
New Hampshire
$308K – – –
JWA
1152
JFS Wealth Advisors
Pennsylvania
$306K +$453 +6 +0.2%
BFP
1153
Briaud Financial Planning
Texas
$306K – – –
IP
1154
Ignite Planners
California
$305K +$29.8K +395 +11%
SAS
1155
SMI Advisory Services
Indiana
$304K -$92.9K -1,232 -24%
CCA
1156
Conservest Capital Advisors
Pennsylvania
$303K +$7.01K +93 +2%
FFW
1157
Fusion Family Wealth
New York
$303K -$20.7K -275 -7%
BLFG
1158
Brian Low Financial Group
Louisiana
$302K – – –
EIA
1159
Edgemoor Investment Advisors
Maryland
$301K -$96.7K -1,282 -25%
PTP
1160
Platform Technology Partners
New York
$301K -$648K -8,592 -69%
PWM
1161
Prosperity Wealth Management
California
$298K – – –
MWA
1162
Meridian Wealth Advisors
Texas
$298K +$981 +13 +0.3%
FA
1163
FF Advisors
California
$296K – – –
BWA
1164
Boulder Wealth Advisors
Colorado
$288K +$277K +3,673 New
WW
1165
Waterfront Wealth
Kansas
$285K – – –
OCM
1166
Orion Capital Management
California
$285K +$12.6K +167 +5%
MCM
1167
Mendel Capital Management
Arkansas
$283K +$830 +11 +0.3%
WSFG
1168
Wall Street Financial Group
Illinois
$281K +$270K +3,584 New
CAM
1169
Chesapeake Asset Management
New York
$281K – – –
DCM
1170
DGS Capital Management
New Jersey
$280K -$61.5K -815 -19%
MAM
1171
Mystic Asset Management
Rhode Island
$280K +$270K +3,576 New
PMG
1172
ProVise Management Group
Florida
$278K -$2.87K -38 -1%
PM
1173
Penbrook Management
New York
$274K – – –
SW
1174
SlateStone Wealth
Florida
$274K – – –
GWMIA
1175
Global Wealth Management Investment Advisory
Florida
$272K +$262K +3,475 New
45 46
47
48 49