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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
1376
Capasso Planning Partners
South Carolina
$325K +$16.1K +189 +5%
CAM
1377
Clark Asset Management
New Hampshire
$323K +$57.5K +674 +22%
PRP
1378
Peak Retirement Planning
Ohio
$323K -$427 -5 -0.1%
IAIM
1379
International Assets Investment Management
Florida
$320K +$191K +2,240 +159%
FFA
1380
Founders Financial Alliance
North Carolina
$320K +$18.3K +214 +6%
CB
1381
Centennial Bank
Arkansas
$318K +$309K +3,623 New
PGF
1382
Plan Group Financial
Oklahoma
$318K -$10.4K -122 -3%
GT
1383
Glenmede Trust
Pennsylvania
$318K – – –
PSA
1384
Plum Street Advisors
Louisiana
$317K +$308K +3,605 New
CAM
1385
Chesapeake Asset Management
New York
$315K – – –
FLP
1386
Financial Life Planners
Arizona
$314K -$197K -2,309 -39%
AAIM
1387
Asset Advisors Investment Management
Georgia
$312K +$303K +3,549 New
AA
1388
Ancora Advisors
Ohio
$311K -$63K -739 -17%
CPCP
1389
Cedar Point Capital Partners
Iowa
$309K +$45K +528 +18%
PCS
1390
Private Client Services
Kentucky
$309K -$18K -211 -6%
SW
1391
SlateStone Wealth
Florida
$307K – – –
KHCM
1392
Kirtland Hills Capital Management
Ohio
$306K +$7.76K +91 +3%
WI
1393
WBI Investments
New Jersey
$303K +$14.8K +174 +5%
GRWP
1394
Green Ridge Wealth Planning
New Jersey
$301K -$54.1K -634 -16%
LFP
1395
Lakeshore Financial Planning
Michigan
$301K +$60.8K +713 +26%
WFP
1396
Wrenne Financial Planning
Kentucky
$300K – – –
FAL
1397
Focused Alpha LLC
Colorado
$300K +$291K +3,414 New
SAM
1398
Seelaus Asset Management
New Jersey
$298K +$289K +3,386 New
CTC
1399
Central Trust Company
Missouri
$297K +$158K +1,849 +120%
BLC
1400
Blue Line Capital
Illinois
$296K +$13.6K +159 +5%
54 55
56
57 58