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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1476
Basso Capital Management
Connecticut
$46.7K – – –
PP
1477
Pacifica Partners
Canada
$46.6K – – –
CFP
1478
Comprehensive Financial Planning
Pennsylvania
$44.8K – – –
SFG
1479
Strive Financial Group
Indiana
$44.7K +$44.3K +557 New
QA
1480
Quattro Advisors
Pennsylvania
$43K +$42.6K +536 New
WSFS
1481
Wilmington Savings Fund Society
Delaware
$41.3K – – –
GI
1482
GAMMA Investing
California
$41.1K – – –
SC
1483
Swan Capital
Florida
$40.7K +$40.4K +508 New
WB
1484
Webster Bank
Connecticut
$40.1K – – –
OAJ
1485
Ogorek Anthony Joseph
New York
$40K +$80 +1 +0.2%
HWA
1486
Heritage Wealth Advisors
Virginia
$38.8K – – –
HHGA
1487
Halbert Hargrove Global Advisors
California
$38K -$2.78K -35 -7%
FFA
1488
Frazier Financial Advisors
Ohio
$37.1K – – –
MA
1489
Modus Advisors
Minnesota
$36.3K +$36K +453 New
RWS
1490
Retirement Wealth Solutions
Wisconsin
$35.3K – – –
VWA
1491
Valued Wealth Advisors
Utah
$34.7K +$34.4K +433 New
IRAG
1492
Investment Research & Advisory Group
Georgia
$34.5K +$34.2K +430 New
PWMG
1493
Prestige Wealth Management Group
New Jersey
$34.4K – – –
BCWM
1494
Bartlett & Co Wealth Management
Ohio
$32.1K +$31.8K +400 New
CF
1495
Conquis Financial
California
$30.8K +$30.5K +384 New
CH
1496
CDKV Holdings
Colorado
$30.3K +$30.1K +378 New
BL
1497
BFSG LLC
California
$29.8K +$16.4K +206 +124%
OWP
1498
ORG Wealth Partners
Texas
$29.1K -$1.03K -13 -3%
EWP
1499
Elevation Wealth Partners
California
$29.1K -$16.7K -210 -37%
HFS
1500
Hantz Financial Services
Michigan
$28K +$13.5K +170 +97%
58 59
60
61 62