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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1401
Kendall Capital Management
Maryland
$212K – – –
JF
1402
JMN Financial
Ohio
$212K -$135K -1,685 -38%
YWS
1403
Yarger Wealth Strategies
Ohio
$212K -$43K -538 -16%
OWA
1404
Octavia Wealth Advisors
Ohio
$211K +$221K +2,763 New
FA
1405
Fagan Associates
New York
$211K – – –
CBA
1406
Coastal Bridge Advisors
Connecticut
$210K -$640 -8 -0.3%
CNBOF
1407
City National Bank of Florida
Florida
$208K – – –
LFP
1408
Lakeshore Financial Planning
Michigan
$208K – – –
VFG
1409
V2 Financial group
Illinois
$207K +$216K +2,705 New
CTA
1410
Chesley Taft & Associates
Illinois
$204K +$214K +2,671 New
GWWM
1411
Great Waters Wealth Management
Minnesota
$204K +$214K +2,671 New
SMA
1412
Sage Mountain Advisors
Georgia
$203K +$1.52K +19 +0.7%
BFG
1413
Broussard Financial Group
Louisiana
$203K -$7.2K -90 -3%
RWM
1414
Rockline Wealth Management
New York
$202K -$5.28K -66 -2%
CANC
1415
Culbertson A N & Co
Virginia
$201K – – –
EFS
1416
Essex Financial Services
Connecticut
$200K – – –
BHA
1417
Beech Hill Advisors
New York
$200K +$1.84K +23 +0.9%
SIS
1418
Sound Income Strategies
Florida
$200K +$124K +1,556 +150%
GFA
1419
Godfrey Financial Associates
New York
$198K +$24.1K +301 +13%
GEA
1420
Glen Eagle Advisors
New Jersey
$195K +$17.9K +224 +10%
FGAM
1421
Financial Gravity Asset Management
Texas
$186K +$320 +4 +0.2%
AWM
1422
Angeles Wealth Management
California
$175K +$183K +2,284 New
HIA
1423
HFM Investment Advisors
New Jersey
$172K +$87.7K +1,097 +95%
GWS
1424
Glassman Wealth Services
Virginia
$169K – – –
PFM
1425
Phillips Financial Management
Indiana
$164K – – –
55 56
57
58 59