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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFF
1226
Byrne Financial Freedom
Massachusetts
$559K +$542K +6,358 New
EWS
1227
Evergreen Wealth Solutions
Pennsylvania
$557K +$519K +6,087 New
RMS
1228
Retirement Management Systems
Maryland
$556K +$13.7K +160 +3%
BFM
1229
Boothbay Fund Management
New York
$554K -$213K -2,500 -28%
PPWM
1230
PFG Private Wealth Management
Florida
$550K -$95.7K -1,122 -15%
WT
1231
Washington Trust
Rhode Island
$549K +$178K +2,083 +50%
NF
1232
Nikulski Financial
Iowa
$545K -$77.2K -905 -13%
NG
1233
Northstar Group
New York
$543K
Mirae Asset Global ETFs Holdings
1234
Mirae Asset Global ETFs Holdings
Hong Kong
$542K +$526K +6,170 New
FCA
1235
FLC Capital Advisors
California
$541K
DWP
1236
Destiny Wealth Partners
Florida
$539K +$171 +2 +0%
TCOTS
1237
Trust Company of the South
North Carolina
$534K
MAS
1238
Meeder Advisory Services
Ohio
$533K -$10.9K -128 -2%
MA
1239
MJP Associates
Connecticut
$533K +$1.45K +17 +0.3%
TFS
1240
Thoroughbred Financial Services
Tennessee
$531K +$16.5K +193 +3%
CWM
1241
Cedar Wealth Management
California
$531K +$166K +1,942 +47%
FCC
1242
Flower City Capital
New York
$525K
LCM
1243
Liberty Capital Management
Michigan
$523K +$508K +5,954 New
LWP
1244
Laurel Wealth Planning
Minnesota
$522K -$138K -1,623 -21%
GW
1245
Graetz Wealth
Michigan
$522K -$1.54K -18 -0.3%
WBCM
1246
Wilson & Boucher Capital Management
California
$518K
NCG
1247
Newport Capital Group
New Jersey
$518K +$503K +5,890 New
MBI
1248
May Barnhard Investments
Maryland
$516K +$341 +4 +0.1%
FG
1249
Fiduciary Group
Georgia
$515K +$1.54K +18 +0.3%
FCH
1250
Freestone Capital Holdings
Washington
$514K +$205K +2,406 +70%