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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1226
Milestone Asset Management
Pennsylvania
$383K +$29.9K +374 +8%
DI
1227
Diligent Investors
California
$383K – – –
SPI
1228
Santori & Peters Inc
Pennsylvania
$381K – – –
MAM
1229
Mystic Asset Management
Rhode Island
$380K +$47.2K +590 +13%
GSWM
1230
Greenup Street Wealth Management
Michigan
$380K +$164K +2,054 +71%
WFC
1231
Western Financial Corp
California
$379K +$74.9K +936 +23%
AHB
1232
Abner Herrman & Brock
New Jersey
$379K – – –
SAM
1233
Synergy Asset Management
Washington
$375K -$197K -2,466 -33%
HWA
1234
Heartwood Wealth Advisors
Virginia
$373K – – –
LPAM
1235
Lodestar Private Asset Management
California
$371K – – –
NA
1236
Networth Advisors
Pennsylvania
$371K -$29.8K -372 -7%
VWM
1237
Vigilare Wealth Management
Arizona
$369K -$83.2K -1,040 -18%
FA
1238
Fortis Advisors
Pennsylvania
$368K – – –
SGK
1239
Steigerwald Gordon & Koch
Virginia
$368K – – –
NWWA
1240
New Wave Wealth Advisors
Arkansas
$365K +$382K +4,773 New
PAW
1241
Plan A Wealth
Nebraska
$364K -$106K -1,324 -22%
BCM
1242
Beck Capital Management
Texas
$363K -$29.6K -370 -7%
CWM
1243
Centric Wealth Management
Illinois
$362K -$221K -2,760 -39%
GC
1244
Guidance Capital
Kentucky
$360K +$4.56K +57 +1%
FA
1245
Fiducient Advisors
Illinois
$359K – – –
FFG
1246
Frisch Financial Group
New York
$358K +$720 +9 +0.2%
RWFS
1247
Rayburn West Financial Services
Tennessee
$358K -$4.64K -58 -1%
SL
1248
Sentinus LLC
Illinois
$357K – – –
WFS
1249
Widmann Financial Services
Maryland
$357K +$38.1K +476 +11%
AA
1250
AJ Advisors
Tennessee
$355K -$32.9K -411 -8%
48 49
50
51 52