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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1201
Boomfish Wealth Group
Georgia
$240K – – –
BCMLT
1202
Beacon Capital Management LLC (Tennessee)
Tennessee
$239K +$111K +1,467 +92%
LW
1203
Linscomb Wealth
Texas
$239K -$14.3K -189 -6%
WI
1204
WBI Investments
New Jersey
$238K -$2.64K -35 -1%
RWM
1205
Rockline Wealth Management
New York
$237K +$2.49K +33 +1%
BNMT
1206
Bawa N Mallick Trust
New York
$235K – – –
KFS
1207
Kurt F. Somerville
$235K – – –
SP
1208
Sequent Planning
Nebraska
$235K -$14.6K -194 -6%
MWP
1209
Moller Wealth Partners
$234K – – –
SAM
1210
Sequent Asset Management
Texas
$234K – – –
KHCM
1211
Kirtland Hills Capital Management
Ohio
$233K +$225K +2,978 New
MAG
1212
M3 Advisory Group
Massachusetts
$233K – – –
IGGA
1213
Iron Gate Global Advisors
Utah
$233K +$224K +2,968 New
CGA
1214
Crescent Grove Advisors
Illinois
$229K – – –
KWM
1215
Kaydan Wealth Management
Michigan
$229K – – –
LSIA
1216
LaSalle St. Investment Advisors
Illinois
$229K +$221K +2,933 New
FA
1217
Fountainhead AM
New Jersey
$228K +$302 +4 +0.1%
KCP
1218
Kera Capital Partners
California
$227K -$81.8K -1,085 -27%
PB
1219
Pinnacle Bancorp
Nebraska
$227K – – –
BIM
1220
Breakwater Investment Management
Washington
$226K – – –
CANC
1221
Culbertson A N & Co
Virginia
$225K – – –
CCA
1222
Cypress Capital Advisors
Tennessee
$225K +$528 +7 +0.2%
BEC
1223
Blue Edge Capital
Virginia
$224K +$216K +2,865 New
FMI
1224
F/M Investments
District of Columbia
$224K – – –
CIM
1225
Cambria Investment Management
California
$222K +$213K +2,829 New
47 48
49
50 51