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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWMA
1201
Ironwood Wealth Management (Arizona)
Arizona
$20K +$10.1K +145 +100%
NMG
1202
New Millennium Group
Utah
$18.9K +$4.37K +63 +30%
DPW
1203
DiNuzzo Private Wealth
Pennsylvania
$18.6K +$18.7K +270 New
APW
1204
Atlantic Private Wealth
North Carolina
$18.4K +$139 +2 +0.8%
CWM
1205
Centricity Wealth Management
Ohio
$18.2K +$18.3K +264 New
CPG
1206
Cornerstone Planning Group
New Jersey
$18.1K – – –
BA
1207
Bristlecone Advisors
Washington
$16.7K – – –
SIC
1208
SJS Investment Consulting
Ohio
$16.1K +$16.1K +233 New
HFS
1209
Hantz Financial Services
Michigan
$16K +$15.7K +227 New
SFCL
1210
Strengthening Families & Communities LLC
Massachusetts
$16K +$16.4K +237 New
FIA
1211
FPC Investment Advisory
California
$14.9K – – –
CFO
1212
CVA Family Office
Colorado
$13.1K – – –
OC
1213
Oakworth Capital
Alabama
$11.9K – – –
NRG
1214
Nemes Rush Group
Michigan
$11.9K +$8.8K +127 +282%
AWM
1215
AllSquare Wealth Management
New York
$11K – – –
FAI
1216
Fiduciary Advisors Inc
Missouri
$10.5K +$10.5K +152 New
NECFA
1217
New England Capital Financial Advisors
Connecticut
$10.3K +$69 +1 +0.7%
EWM
1218
EPG Wealth Management
Georgia
$9.72K – – –
VHAM
1219
Van Hulzen Asset Management
California
$9.68K +$9.7K +140 New
TCM
1220
Tradewinds Capital Management
Washington
$9.17K +$9.22K +133 New
SC
1221
SouthState Corp
Florida
$8.96K -$624 -9 -6%
RFG
1222
REAP Financial Group
Texas
$8.82K – – –
PPA
1223
Painted Porch Advisors
California
$8.69K – – –
FHA
1224
First Horizon Advisors
Tennessee
$8.27K -$901 -13 -10%
NL
1225
NVWM LLC
Pennsylvania
$7.38K +$7.42K +107 New
47 48
49
50 51