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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1351
Busey Bank
Illinois
$225K – – –
CWA
1352
CogentBlue Wealth Advisors
Tennessee
$224K – – –
MRP
1353
Measured Risk Portfolios
California
$224K +$5.17K +65 +2%
WF
1354
Welch & Forbes
Massachusetts
$223K +$875 +11 +0.4%
EL
1355
EWA LLC
Pennsylvania
$223K +$222K +2,786 New
RMDI
1356
R.M. Davis Inc
Maine
$223K +$221K +2,777 New
BWM
1357
Brown Wealth Management
Illinois
$222K +$220K +2,768 New
KCM
1358
Kendall Capital Management
Maryland
$222K – – –
WRPWM
1359
Werba Rubin Papier Wealth Management
California
$222K +$220K +2,768 New
MSFS
1360
Main Street Financial Solutions
Pennsylvania
$222K +$4.14K +52 +2%
VFA
1361
Valeo Financial Advisors
Indiana
$222K +$220K +2,766 New
OFS
1362
Oldfather Financial Services
Nebraska
$222K +$220K +2,763 New
FA
1363
Fagan Associates
New York
$221K – – –
CBA
1364
Coastal Bridge Advisors
Connecticut
$221K – – –
RFC
1365
Regions Financial Corp
Alabama
$221K +$8.03K +101 +4%
HFA
1366
Hippocratic Financial Advisors
California
$220K +$636 +8 +0.3%
BFG
1367
Broussard Financial Group
Louisiana
$220K +$218K +2,738 New
SWM
1368
SigFig Wealth Management
California
$218K +$216K +2,722 New
CNBOF
1369
City National Bank of Florida
Florida
$218K – – –
CPG
1370
Cornerstone Planning Group
New Jersey
$218K +$142K +1,784 +203%
LFP
1371
Lakeshore Financial Planning
Michigan
$218K +$216K +2,713 New
RWM
1372
Rockline Wealth Management
New York
$217K -$25.1K -316 -10%
SGFG
1373
Silver Grove Financial Group
New York
$217K +$216K +2,710 New
MAM
1374
Markin Asset Management
New York
$215K +$214K +2,685 New
QP
1375
Quartz Partners
New York
$215K +$213K +2,677 New
53 54
55
56 57