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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1526
Bullock Wealth Management
Indiana
$195K +$189K +2,217 New
GWS
1527
Glassman Wealth Services
Virginia
$194K – – –
WA
1528
Walsh & Associates
Florida
$191K -$55.9K -655 -23%
PFM
1529
Phillips Financial Management
Indiana
$188K – – –
NF
1530
Napier Financial
Massachusetts
$185K +$8.96K +105 +5%
BA
1531
Blueline Advisors
New Hampshire
$183K +$3.58K +42 +2%
HWA
1532
HHM Wealth Advisors
Tennessee
$182K – – –
WAG
1533
Wilkerson Advisory Group
Missouri
$182K +$21.6K +253 +14%
CF
1534
Conquis Financial
California
$181K +$129K +1,510 +277%
RF
1535
Robinswood Financial
Washington
$171K +$427 +5 +0.3%
TFA
1536
Toth Financial Advisory
Virginia
$169K +$84K +985 +104%
GK
1537
Graney & King
New York
$168K – – –
KFAS
1538
Keating Financial Advisory Services
Kansas
$165K +$12.8K +150 +9%
ITIM
1539
Indiana Trust & Investment Management
Indiana
$163K – – –
QC
1540
Quent Capital
New York
$162K – – –
OAG
1541
Oakmont Advisory Group
New Mexico
$162K +$157K +1,843 New
TFGT
1542
TS Financial Group (TSFG)
Illinois
$160K +$149K +1,741 +2,321%
ZBNA
1543
Zions Bancorporation, National Association
Utah
$151K – – –
RF
1544
Robbins Farley
New Hampshire
$151K +$146K +1,717 New
WCM
1545
Winthrop Capital Management
Indiana
$145K – – –
WCAMG
1546
Woodard & Company Asset Management Group
North Carolina
$137K +$8.53K +100 +7%
CI
1547
CX Institutional
Indiana
$133K -$30.9K -362 -19%
LF
1548
LifeSteps Financial
California
$131K +$127K +1,490 New
DWM
1549
Darwin Wealth Management
Florida
$131K -$32.3K -379 -20%
TCM
1550
Timbuktu Capital Management
Massachusetts
$129K +$125K +1,466 New
60 61
62
63 64