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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
126
Executive Wealth Management
Michigan
$2.27M -$63.8M -1,777,813 -96%
IWA
127
Inspirion Wealth Advisors
Illinois
$2.2M -$1.59M -44,421 -38%
APW
128
Austin Private Wealth
Texas
$2.2M +$858K +23,924 +49%
WAS
129
Wealth Advisory Solutions
Indiana
$2.12M +$869K +24,207 +53%
EH
130
Equitable Holdings
New York
$2.06M -$99.9K -2,785 -4%
PWMG
131
Prestige Wealth Management Group
New Jersey
$2.05M -$6.78K -189 -0.3%
SS
132
Simplicity Solutions
Minnesota
$1.98M -$11.2M -311,611 -83%
DWM
133
Darwin Wealth Management
Florida
$1.92M +$410K +11,415 +22%
MIM
134
Macroview Investment Management
Maryland
$1.92M +$945K +26,338 +71%
GF
135
Goodman Financial
Texas
$1.89M +$93.1K +2,594 +4%
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$1.88M +$1.31M +36,474 +141%
CWA
137
Clarus Wealth Advisors
Arizona
$1.87M +$598K +16,666 +35%
AWM
138
Affinity Wealth Management
Delaware
$1.86M -$1.21M -33,805 -84%
CCM
139
Condor Capital Management
New Jersey
$1.82M -$70.5K -1,964 -3%
AFAS
140
Acorn Financial Advisory Services
Virginia
$1.79M +$478K +13,335 +29%
FC
141
Financial Consulate
Maryland
$1.75M -$1.58M -44,138 -43%
NA
142
NewEdge Advisors
Louisiana
$1.75M -$15.4K -430 -0.7%
BAM
143
Belpointe Asset Management
Nevada
$1.75M +$531K +14,813 +35%
WP
144
WealthPLAN Partners
Nebraska
$1.74M +$186K +5,178 +11%
CFGF
145
Compass Financial Group (Florida)
Florida
$1.73M +$9.19K +256 +0.4%
CPA
146
Capital Planning Advisors
California
$1.62M -$49.4K -1,378 -3%
VIM
147
Vista Investment Management
Pennsylvania
$1.57M -$83.5K -2,327 -4%
PFA
148
Professional Financial Advisors
Nebraska
$1.56M +$778K +21,690 +90%
CMBA
149
C.M. Bidwell & Associates
Hawaii
$1.53M +$213K +5,935 +13%
CCM
150
Coldstream Capital Management
Washington
$1.52M -$2.4M -66,773 -57%
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