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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1401
Topsail Wealth Management
North Carolina
$2.43K – – –
OA
1402
Operose Advisors
Wisconsin
$2.35K – – –
BGWM
1403
Bridge Generations Wealth Management
Florida
$2.19K – – –
HB
1404
Horizon Bancorp
Indiana
$2K – – –
APW
1405
Aventura Private Wealth
Florida
$1.96K -$528 -7 -22%
W
1406
WealthCollab
Washington
$1.65K – – –
DCM
1407
Davis Capital Management
Florida
$1.65K +$1.58K +21 New
PWA
1408
Principia Wealth Advisory
Texas
$1.57K +$1.51K +20 New
GFWA
1409
Grey Fox Wealth Advisors
Delaware
$1.49K +$1.43K +19 New
MCM
1410
Manchester Capital Management
Vermont
$1.33K +$1.13K +15 +750%
PWM
1411
Proathlete Wealth Management
Florida
$1.18K +$302 +4 +36%
MIM
1412
MTM Investment Management
South Carolina
$1.1K – – –
DFC
1413
DB Fitzpatrick & Co
Idaho
$940 – – –
OIA
1414
Optimum Investment Advisors
Illinois
$783 – – –
NSG
1415
Nalls Sherbakoff Group
Tennessee
$746 +$75 +1 +11%
VCM
1416
Versant Capital Management
Arizona
$740 – – –
HR
1417
Howe & Rusling
New York
$640 – – –
MPW
1418
MASECO Private Wealth
$627 +$151 +2 +33%
DWM
1419
Dogwood Wealth Management
Kansas
$548 – – –
PWM
1420
Palumbo Wealth Management
New York
$471 +$2.12M +28,049 New
KA
1421
Kozak & Associates
Colorado
$313 +$302 +4 New
AWM
1422
Accredited Wealth Management
Kentucky
$236 +$60.1K +797 +26,567%
BOJHT
1423
Bank of Jackson Hole Trust
Wyoming
$235 – – –
TC
1424
Truvestments Capital
Florida
$235 – – –
AWM
1425
Activest Wealth Management
Florida
$235 +$226 +3 New
55 56
57
58 59