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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
BNMT
1326
Bawa N Mallick Trust
New York
$241K – – –
MWP
1327
Moller Wealth Partners
$239K – – –
KHCM
1328
Kirtland Hills Capital Management
Ohio
$239K +$398 +5 +0.2%
SAM
1329
Sequent Asset Management
Texas
$239K – – –
MAG
1330
M3 Advisory Group
Massachusetts
$239K – – –
JRPCML
1331
J. R. Prunier Capital Management LLC
Massachusetts
$238K +$236K +2,966 New
IGGA
1332
Iron Gate Global Advisors
Utah
$237K -$954 -12 -0.4%
SP
1333
Sequent Planning
Nebraska
$235K -$5.57K -70 -2%
CGA
1334
Crescent Grove Advisors
Illinois
$235K – – –
PI
1335
PFG Investments
New York
$235K +$18.6K +234 +9%
KWM
1336
Kaydan Wealth Management
Michigan
$235K – – –
OCM
1337
Orion Capital Management
California
$234K -$57.3K -721 -20%
GSWM
1338
Greenup Street Wealth Management
Michigan
$233K +$7.24K +91 +3%
FMI
1339
F/M Investments
District of Columbia
$232K +$2.78K +35 +1%
BIM
1340
Breakwater Investment Management
Washington
$232K – – –
SLC
1341
Second Line Capital
Louisiana
$231K +$229K +2,882 New
WAG
1342
Wilkerson Advisory Group
Missouri
$231K +$229K +2,881 New
CFAM
1343
Center For Asset Management
Florida
$231K +$8.91K +112 +4%
CCA
1344
Cypress Capital Advisors
Tennessee
$231K +$795 +10 +0.3%
SFG
1345
SageGuard Financial Group
Tennessee
$230K +$228K +2,868 New
PB
1346
Pinnacle Bancorp
Nebraska
$229K -$3.26K -41 -1%
PWP
1347
PrairieView Wealth Partners
Illinois
$227K +$3.66K +46 +2%
CI
1348
CX Institutional
Indiana
$227K -$42.8K -538 -16%
IAIM
1349
International Assets Investment Management
Florida
$226K -$147K -1,853 -40%
PFBT
1350
Parkside Financial Bank & Trust
Missouri
$225K – – –
52 53
54
55 56