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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1326
Chilton Capital Management
Texas
$50.5K +$36.6K +485 +305%
HIA
1327
Harbor Investment Advisory
Maryland
$50.2K – – –
HWP
1328
Highline Wealth Partners
California
$49.6K -$26.9K -356 -36%
NB
1329
NBT Bank
New York
$49.1K -$44.1K -585 -88%
HWA
1330
HHM Wealth Advisors
Tennessee
$48.3K +$23.5K +311 +102%
SIS
1331
Sound Income Strategies
Florida
$48.2K +$33.2K +440 +257%
PC
1332
Promus Capital
Illinois
$48K – – –
NSIM
1333
North Star Investment Management
Illinois
$45.8K +$226 +3 +0.5%
PP
1334
Pacifica Partners
Canada
$45.6K – – –
BCM
1335
Basso Capital Management
Connecticut
$45.6K – – –
EWP
1336
Elevation Wealth Partners
California
$44.9K +$14.9K +197 +52%
CFP
1337
Comprehensive Financial Planning
Pennsylvania
$43.8K – – –
WWA
1338
Wealth Watch Advisors
Colorado
$42.8K +$41.2K +546 New
WSFS
1339
Wilmington Savings Fund Society
Delaware
$40.3K – – –
GI
1340
GAMMA Investing
California
$40.1K +$38.6K +512 New
HHGA
1341
Halbert Hargrove Global Advisors
California
$39.9K -$1.74K -23 -4%
WB
1342
Webster Bank
Connecticut
$39.2K – – –
OAJ
1343
Ogorek Anthony Joseph
New York
$39K -$1.21K -16 -3%
HWA
1344
Heritage Wealth Advisors
Virginia
$37.9K +$36.5K +484 New
CFFP
1345
Center for Financial Planning
Michigan
$36.7K +$35.4K +469 New
FFA
1346
Frazier Financial Advisors
Ohio
$36.3K – – –
RWS
1347
Retirement Wealth Solutions
Wisconsin
$34.5K – – –
PWMG
1348
Prestige Wealth Management Group
New Jersey
$33.6K – – –
OWP
1349
ORG Wealth Partners
Texas
$29.5K – – –
VWA
1350
VSM Wealth Advisory
Maryland
$27.1K – – –
52 53
54
55 56