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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1476
Winch Advisory Services
Wisconsin
$70.6K +$160 +2 +0.2%
ST
1477
Smithfield Trust
Pennsylvania
$70K – – –
MHR
1478
Matthew Hamilton Rosenberg
$69.9K – – –
CFO
1479
CVA Family Office
Colorado
$67.3K – – –
LWMI
1480
Legacy Wealth Management (Idaho)
Idaho
$65.7K -$19.4K -243 -22%
VWM
1481
Vermillion Wealth Management
Minnesota
$65.7K – – –
TM
1482
Torren Management
California
$62.9K +$65.7K +822 New
RIL
1483
Rothschild Investment LLC
Illinois
$62.8K +$160 +2 +0.2%
TIM
1484
Thompson Investment Management
Wisconsin
$61.8K +$64.6K +808 New
GWSA
1485
Global Wealth Strategies & Associates
Colorado
$61.2K – – –
BW
1486
Basepoint Wealth
Iowa
$60.2K +$80 +1 +0.1%
WTA
1487
Washington Trust Advisors
Massachusetts
$58.6K – – –
MPWT
1488
MassMutual Private Wealth & Trust
Connecticut
$57.4K – – –
UCB
1489
United Community Bank
South Carolina
$56.4K -$19.8K -248 -25%
GKIM
1490
GW&K Investment Management
Massachusetts
$54K – – –
HDIM
1491
Hanson & Doremus Investment Management
Vermont
$54K +$56.6K +707 New
AIM
1492
Arcadia Investment Management
Michigan
$53.6K – – –
CW
1493
Curio Wealth
Maryland
$53.5K – – –
MCP
1494
Miller Capital Partners
Michigan
$51.4K – – –
SA
1495
Strategic Advocates
Utah
$50.1K -$83.6K -1,045 -61%
DWA
1496
Delos Wealth Advisors
Texas
$50.1K +$52.3K +654 New
CFB
1497
Cullen/Frost Bankers
Texas
$47.3K +$40K +500 +420%
CF
1498
Conquis Financial
California
$45.5K +$13K +162 +42%
CSC
1499
Caldwell Sutter Capital
California
$45.1K -$12.5K -156 -21%
NSIM
1500
North Star Investment Management
Illinois
$45K +$160 +2 +0.3%
58 59
60
61 62