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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1501
VSM Wealth Advisory
Maryland
$27.8K – – –
HWA
1502
HHM Wealth Advisors
Tennessee
$24.5K -$24.7K -311 -50%
MSFP
1503
Mark Sheptoff Financial Planning
Connecticut
$24.1K – – –
RFA
1504
Reyes Financial Architecture
California
$24.1K – – –
FCT
1505
First Community Trust
Iowa
$23.4K – – –
BWL
1506
Bogart Wealth LLC
Virginia
$23.3K +$23.1K +290 New
BW
1507
Bravera Wealth
North Dakota
$22.1K +$21.9K +276 New
DPW
1508
DiNuzzo Private Wealth
Pennsylvania
$21.7K – – –
APW
1509
Atlantic Private Wealth
North Carolina
$21.7K +$80 +1 +0.4%
JWM
1510
Jessup Wealth Management
Ohio
$20.5K +$20.4K +256 New
TCM
1511
Tradewinds Capital Management
Washington
$20.5K – – –
SFCL
1512
Strengthening Families & Communities LLC
Massachusetts
$19.7K +$557 +7 +3%
SIC
1513
SJS Investment Consulting
Ohio
$18.7K – – –
IWM
1514
Inlight Wealth Management
Georgia
$17.9K – – –
PCFFS
1515
Pacific Center for Financial Services
California
$16.6K – – –
SC
1516
SouthState Corp
Florida
$16.6K -$1.19K -15 -7%
SWP
1517
SIMA Wealth Partners
Virginia
$16.4K – – –
WFA
1518
Wells Financial Advisors
Massachusetts
$16K -$1.02M -12,815 -98%
MAS
1519
MPWM Advisory Solutions
Georgia
$16K +$15.9K +200 New
RG
1520
RHL Group
Michigan
$15.7K +$15.6K +196 New
NL
1521
Navalign LLC
California
$15.2K +$15K +189 New
AW
1522
Ankerstar Wealth
Texas
$14.4K +$14.3K +180 New
WWMSC
1523
Wagner Wealth Management (South Carolina)
South Carolina
$14.4K -$3.98K -50 -22%
HBW
1524
Hazlett, Burt & Watson
West Virginia
$14K – – –
OC
1525
Oakworth Capital
Alabama
$13.8K – – –
59 60
61
62 63