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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
1201
Freestone Capital Holdings
Washington
$204K +$188K +2,801 New
ECA
1202
Elevation Capital Advisory
Oregon
$203K +$187K +2,788 New
KCM
1203
Kendall Capital Management
Maryland
$201K +$186K +2,768 New
FA
1204
Fagan Associates
New York
$201K +$186K +2,759 New
GSWM
1205
Greenup Street Wealth Management
Michigan
$200K +$185K +2,758 New
CBA
1206
Coastal Bridge Advisors
Connecticut
$200K +$185K +2,753 New
MWM
1207
Mascagni Wealth Management
Mississippi
$200K +$185K +2,753 New
SMA
1208
Sage Mountain Advisors
Georgia
$191K -$19.2K -285 -10%
FFA
1209
Founders Financial Alliance
North Carolina
$190K -$272K -4,047 -61%
FGC
1210
Financial Gravity Companies
Texas
$182K +$169K +2,509 New
WTC
1211
WhitTier Trust Company
Nevada
$176K – – –
GC
1212
Gould Capital
Washington
$175K +$162K +2,412 New
GIM
1213
Glenmede Investment Management
Pennsylvania
$171K +$158K +2,352 New
BF
1214
BOK Financial
Oklahoma
$170K +$83.4K +1,240 +113%
AA
1215
Ancora Advisors
Ohio
$168K +$66.9K +995 +75%
MAWAG
1216
Mid-American Wealth Advisory Group
Missouri
$166K +$153K +2,280 New
GWS
1217
Glassman Wealth Services
Virginia
$160K -$3.63K -54 -2%
PFM
1218
Phillips Financial Management
Indiana
$155K +$7.67K +114 +6%
PAG
1219
Paladin Advisory Group
Iowa
$151K +$35.1K +522 +33%
PA
1220
Pineridge Advisors
Missouri
$148K -$89.4K -1,329 -40%
ITIM
1221
Indiana Trust & Investment Management
Indiana
$145K – – –
GK
1222
Graney & King
New York
$145K +$134 +2 +0.1%
RAM
1223
Riggs Asset Management
Pennsylvania
$131K +$118K +1,762 +3,749%
FCG
1224
Financial Connections Group
California
$131K – – –
WCM
1225
Winthrop Capital Management
Indiana
$120K +$1.55K +23 +1%
47 48
49
50 51