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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
LSIA
1451
LaSalle St. Investment Advisors
Illinois
$251K -$36.9K -433 -13%
HFA
1452
Hippocratic Financial Advisors
California
$251K +$597 +7 +0.2%
PB
1453
Pinnacle Bancorp
Nebraska
$251K – – –
CCAL
1454
City Center Advisors LLC
Michigan
$251K -$22.1K -259 -8%
GA
1455
GSG Advisors
New Jersey
$249K – – –
YIH
1456
Y-Intercept (HK)
Hong Kong
$248K +$241K +2,823 New
IAAG
1457
Innovative Asset Advisors Group
Connecticut
$248K -$12.7K -149 -5%
ESB
1458
Essex Savings Bank
Connecticut
$248K -$2.65K -31 -1%
AG
1459
AlTi Global
New York
$247K +$240K +2,811 New
EIA
1460
Edgemoor Investment Advisors
Maryland
$246K -$74.7K -875 -24%
CWA
1461
CogentBlue Wealth Advisors
Tennessee
$246K – – –
KCM
1462
Kendall Capital Management
Maryland
$243K – – –
FA
1463
Fagan Associates
New York
$242K – – –
CBA
1464
Coastal Bridge Advisors
Connecticut
$241K +$85 +1 +0%
GEA
1465
Glen Eagle Advisors
New Jersey
$240K +$16K +187 +7%
NW
1466
Naviter Wealth
Arkansas
$240K +$233K +2,727 New
STAS
1467
Strong Tower Advisory Services
Minnesota
$239K +$232K +2,724 New
GTWM
1468
Global Trust Wealth Management
Florida
$239K +$232K +2,715 New
WAG
1469
Winthrop Advisory Group
Massachusetts
$238K +$231K +2,708 New
VFG
1470
V2 Financial group
Illinois
$238K – – –
CNBOF
1471
City National Bank of Florida
Florida
$237K -$1.28K -15 -0.6%
GFA
1472
Godfrey Financial Associates
New York
$237K +$9.3K +109 +4%
SWP
1473
Summit Wealth Partners
Florida
$237K +$230K +2,694 New
KWM
1474
Kingsman Wealth Management
Florida
$237K +$230K +2,693 New
FLPIM
1475
F.L. Putnam Investment Management
Massachusetts
$237K +$230K +2,693 New
57 58
59
60 61