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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IDA
1201
Intelligence Driven Advisers
California
$385K
FC
1202
Financial Consulate
Maryland
$382K +$56.2K +707 +17%
AAP
1203
Arax Advisory Partners
Colorado
$381K +$377K +4,745 New
RWFS
1204
Rayburn West Financial Services
Tennessee
$380K +$377K +4,736 New
FA
1205
Fiducient Advisors
Illinois
$376K
FFG
1206
Frisch Financial Group
New York
$375K -$62K -780 -14%
SL
1207
Sentinus LLC
Illinois
$374K
CFP
1208
Catalyst Financial Partners
Massachusetts
$372K -$6.6K -83 -2%
MAM
1209
Milestone Asset Management
Pennsylvania
$372K -$18.1K -227 -5%
CA
1210
Claro Advisors
Massachusetts
$369K -$1.19K -15 -0.3%
IWA
1211
Inspirion Wealth Advisors
Illinois
$365K -$38.2K -480 -10%
FTWA
1212
Fifth Third Wealth Advisors
Ohio
$364K +$361K +4,539 New
WJA
1213
Willis Johnson & Associates
Texas
$364K -$2.78K -35 -0.8%
CIBC Asset Management
1214
CIBC Asset Management
Ontario, Canada
$364K +$360K +4,532 New
TWCA
1215
Two West Capital Advisors
Kansas
$359K +$108K +1,359 +44%
RMS
1216
Retirement Management Systems
Maryland
$359K +$355K +4,469 New
JF
1217
JMN Financial
Ohio
$357K +$354K +4,452 New
WWM
1218
Woodside Wealth Management
Massachusetts
$357K +$1.27K +16 +0.4%
IP
1219
Ignite Planners
California
$355K +$36.9K +464 +12%
HCMG
1220
Howard Capital Management Group
California
$353K
WA
1221
Wealth Alliance
New York
$352K -$120K -1,504 -26%
BPW
1222
BlueDoor Private Wealth
Massachusetts
$352K +$349K +4,389 New
CPWA
1223
Cerro Pacific Wealth Advisors
California
$352K
MAM
1224
Mystic Asset Management
Rhode Island
$351K +$63.6K +800 +22%
HCM
1225
Hillman Capital Management
Maryland
$350K +$347K +4,362 New