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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
1276
Householder Group Estate & Retirement Specialist
Arizona
– -$512K -7,588 Closed
FA
1277
Fiducient Advisors
Illinois
– -$317K -4,690 Closed
TCMP
1278
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$314K -4,649 Closed
HOWA
1279
Heritage Oak Wealth Advisors
Florida
– -$277K -4,104 Closed
RFC
1280
Regions Financial Corp
Alabama
– -$275K -4,072 Closed
ZIMP
1281
Zimmermann Investment Management & Planning
Pennsylvania
– -$274K -4,052 Closed
VCP
1282
Verus Capital Partners
Arizona
– -$268K -3,968 Closed
PCS
1283
Personal CFO Solutions
New Jersey
– -$257K -3,803 Closed
MSFS
1284
Main Street Financial Solutions
Pennsylvania
– -$253K -3,746 Closed
W
1285
Wealthquest
Ohio
– -$244K -3,649 Closed
VCM
1286
Virtue Capital Management
Tennessee
– -$240K -3,551 Closed
CFAM
1287
Center For Asset Management
Florida
– -$235K -3,481 Closed
OPCM
1288
Osborne Partners Capital Management
California
– -$233K -3,454 Closed
MLRA
1289
Main Line Retirement Advisors
Montana
– -$224K -3,321 Closed
RWM
1290
Rockline Wealth Management
New York
– -$223K -3,308 Closed
AW
1291
Atlas Wealth
Ohio
– -$203K -3,000 Closed
M
1292
MOTCO
Texas
– -$192K -2,849 Closed
SC
1293
Swan Capital
Florida
– -$192K -2,838 Closed
DI
1294
DAGCO Inc
Ohio
– -$129K -1,918 Closed
ETS
1295
ESL Trust Services
New York
– -$43.4K -643 Closed
GJIA
1296
Glass Jacobson Investment Advisors
Maryland
– -$18.7K -277 Closed
EA
1297
Evolution Advisers
Virginia
– -$9K -143 Closed
PCA
1298
Providence Capital Advisors
North Carolina
– -$8.44K -125 Closed
CA
1299
Crewe Advisors
Utah
– -$7.83K -116 Closed
TC
1300
Truvestments Capital
Florida
– -$7.83K -116 Closed
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