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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1526
CDKV Holdings
Colorado
$28.9K – – –
EWP
1527
Elevation Wealth Partners
California
$27.8K +$80 +1 +0.3%
OWP
1528
ORG Wealth Partners
Texas
$27.8K – – –
BL
1529
BFSG LLC
California
$27.2K -$1.36K -17 -5%
VWA
1530
VSM Wealth Advisory
Maryland
$26.5K – – –
RFA
1531
Register Financial Advisors
Georgia
$24.6K +$24.7K +309 +2,575%
ICCON
1532
Investment Counsel Company of Nevada
Nevada
$23.5K +$24.6K +307 New
RFA
1533
Reyes Financial Architecture
California
$23K – – –
BW
1534
Bravera Wealth
North Dakota
$21.1K – – –
APW
1535
Atlantic Private Wealth
North Carolina
$20.7K +$80 +1 +0.4%
DPW
1536
DiNuzzo Private Wealth
Pennsylvania
$20.7K – – –
TCM
1537
Tradewinds Capital Management
Washington
$19.6K – – –
SIC
1538
SJS Investment Consulting
Ohio
$17.8K – – –
CFSG
1539
Community Financial Services Group
Vermont
$17K +$17.6K +220 New
MA
1540
MCF Advisors
Kentucky
$16.5K +$4.56K +57 +36%
PCFFS
1541
Pacific Center for Financial Services
California
$16.2K – – –
SC
1542
SouthState Corp
Florida
$15.8K – – –
SWP
1543
SIMA Wealth Partners
Virginia
$15.6K – – –
CCM
1544
Chilton Capital Management
Texas
$15.3K +$6.64K +83 +71%
MAS
1545
MPWM Advisory Solutions
Georgia
$15.3K – – –
KFP
1546
Kerr Financial Planning
California
$14.5K +$12.5K +156 +821%
HWP
1547
Highline Wealth Partners
California
$14K -$35.4K -442 -71%
WWMSC
1548
Wagner Wealth Management (South Carolina)
South Carolina
$13.8K +$80 +1 +0.6%
OC
1549
Oakworth Capital
Alabama
$13.2K – – –
IA
1550
IFG Advisory
Georgia
$13.1K -$23.9M -298,553 -100%
60 61
62
63 64