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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
101
N.E.W. Advisory Services
Wisconsin
$70.1M -$1.05M -13,965 -2%
ODIJL
102
One Day In July LLC
Vermont
$69.8M +$6.48M +85,855 +11%
ES
103
Eagle Strategies
New York
$69.8M +$2.68M +35,574 +4%
VPP
104
Vertex Planning Partners
Illinois
$68.5M +$1.98M +26,202 +3%
TLIC
105
Taiyo Life Insurance Company
Japan
$67M – – –
AI
106
Auour Investments
Massachusetts
$64.4M +$221K +2,929 +0.4%
OBWP
107
O'Brien Wealth Partners
Massachusetts
$64.1M -$595K -7,890 -1%
CIAS
108
CFS Investment Advisory Services
New Jersey
$64.1M +$3.47M +45,944 +6%
IWP
109
IAG Wealth Partners
Wisconsin
$63.8M -$17.5M -231,596 -22%
KV
110
Kickstand Ventures
New York
$63.6M -$7.67M -101,687 -11%
IA
111
Integrity Alliance
Iowa
$63.5M +$1.37M +18,137 +2%
AP
112
Americana Partners
Texas
$62.7M +$512K +6,790 +0.9%
SFS
113
Solitude Financial Services
Virginia
$62.3M +$60M +795,823 New
LWA
114
Lifelong Wealth Advisors
Minnesota
$62.3M +$583K +7,734 +1%
WANY
115
Wealthspire Advisors (New York)
New York
$62.2M +$146K +1,936 +0.2%
DAS
116
Dynamic Advisor Solutions
Arizona
$61.8M +$1.73M +22,927 +3%
LEFP
117
Leading Edge Financial Planning
Tennessee
$60.8M +$2.62M +34,675 +5%
DWM
118
Denver Wealth Management
Colorado
$60.6M +$260K +3,451 +0.4%
SAW
119
Signal Advisors Wealth
Michigan
$60.1M +$9.69M +128,407 +20%
PWM
120
Penobscot Wealth Management
Maine
$59.7M +$700K +9,280 +1%
ODFS
121
O'Donnell Financial Services
California
$59.5M +$2.56M +33,974 +5%
IWM
122
IHT Wealth Management
Illinois
$59.4M +$9.19M +121,897 +19%
DA
123
Detalus Advisors
Missouri
$59.1M -$1.32M -17,468 -2%
NSAM
124
North Star Asset Management
Wisconsin
$59.1M +$267K +3,542 +0.5%
SCA
125
Snowden Capital Advisors
New York
$58.9M -$542K -7,180 -0.9%
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