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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1151
Edgestream Partners
New Jersey
$532K -$1.92M -24,006 -78%
SRWM
1152
Shira Ridge Wealth Management
California
$529K +$70.3K +879 +15%
PCM
1153
Palisade Capital Management
New Jersey
$526K +$549K +6,866 New
PFG
1154
Pacific Financial Group
Washington
$523K +$547K +6,836 New
RZH
1155
Relyea Zuckerberg Hanson
Connecticut
$522K +$24.1K +301 +5%
BWG
1156
Beta Wealth Group
California
$515K -$119K -1,489 -18%
PAG
1157
Paladin Advisory Group
Iowa
$515K -$21.3K -266 -4%
ACM
1158
Advisors Capital Management
New Jersey
$493K -$14.2K -178 -3%
SWGC
1159
Summit Wealth Group (Colorado)
Colorado
$492K +$514K +6,425 New
WF
1160
Wayfinding Financial
Washington
$483K -$23K -288 -4%
PFA
1161
Peak Financial Advisors
Colorado
$483K -$1.6M -19,964 -76%
JAA
1162
Joel Adams & Associates
North Carolina
$481K +$1.28K +16 +0.3%
FNBOO
1163
First National Bank of Omaha
Nebraska
$477K – – –
MSFS
1164
Main Street Financial Solutions
Pennsylvania
$475K +$275K +3,444 +124%
MAS
1165
Meeder Advisory Services
Ohio
$474K -$222K -2,780 -31%
LWA
1166
Lantern Wealth Advisors
New York
$474K +$5.52K +69 +1%
NG
1167
Northstar Group
New York
$473K – – –
RMS
1168
Retirement Management Systems
Maryland
$472K +$135K +1,694 +38%
FCA
1169
FLC Capital Advisors
California
$471K – – –
DWP
1170
Destiny Wealth Partners
Florida
$469K – – –
CPC
1171
Consolidated Planning Corp
Georgia
$468K – – –
TCOTS
1172
Trust Company of the South
North Carolina
$465K – – –
SA
1173
Sonoma Allocations
California
$463K +$13.4K +167 +3%
MA
1174
MJP Associates
Connecticut
$463K -$480 -6 -0.1%
MCA
1175
Magnolia Capital Advisors
Mississippi
$461K +$139K +1,737 +40%
45 46
47
48 49