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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
1326
Global Wealth Management Investment Advisory
Florida
$273K +$12.8K +160 +5%
HL
1327
HeadInvest LLC
Maine
$270K +$282K +3,523 New
CPP
1328
Capasso Planning Partners
South Carolina
$268K +$12.2K +152 +5%
SW
1329
SlateStone Wealth
Florida
$268K – – –
BWA
1330
Boulder Wealth Advisors
Colorado
$267K -$320 -4 -0.1%
PIWA
1331
Prevail Innovative Wealth Advisors
Kansas
$265K +$277K +3,462 New
FCH
1332
Freestone Capital Holdings
Washington
$264K -$24.1K -301 -8%
PMG
1333
ProVise Management Group
Florida
$262K – – –
FFA
1334
Founders Financial Alliance
North Carolina
$262K -$15.4K -192 -5%
WFP
1335
Wrenne Financial Planning
Kentucky
$262K +$273K +3,419 New
CF
1336
Claris Financial
Virginia
$262K – – –
HBCM
1337
Heron Bay Capital Management
Michigan
$260K +$272K +3,397 New
CLIP
1338
Colter Lewis Investment Partners
Connecticut
$258K +$640 +8 +0.2%
PNAA
1339
Pictet North America Advisors
Switzerland
$257K – – –
KFS
1340
Kurt F. Somerville
$256K +$4.8K +60 +2%
FB
1341
Fulton Bank
Pennsylvania
$254K – – –
LW
1342
Linscomb Wealth
Texas
$254K +$20.8K +260 +9%
LSIA
1343
LaSalle St. Investment Advisors
Illinois
$252K +$264K +3,295 New
CL
1344
Choreo LLC
Illinois
$252K +$13.4K +168 +5%
TIAM2
1345
Tru Independence Asset Management 2
Oregon
$252K – – –
GIA
1346
Guyasuta Investment Advisors
Pennsylvania
$251K -$1.12K -14 -0.4%
PCH
1347
PGIM Custom Harvest
New Jersey
$251K +$62.6K +783 +31%
WI
1348
WBI Investments
New Jersey
$251K +$20.1K +251 +8%
MS
1349
Millington Securities
New Jersey
$251K +$262K +3,276 New
GT
1350
Glenview Trust
Kentucky
$248K – – –
52 53
54
55 56