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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
1551
Signature Resources Capital Management
California
$128K +$683 +8 +0.6%
HFS
1552
Hantz Financial Services
Michigan
$127K -$23.9K -280 -16%
NFSG
1553
Newbridge Financial Services Group
Florida
$125K +$171 +2 +0.1%
RWM
1554
Rialto Wealth Management
New York
$123K – – –
NL
1555
NEPC LLC
Massachusetts
$122K -$4.35K -51 -4%
WG
1556
Wellington Group
Indiana
$122K – – –
MWPCG
1557
Measured Wealth Private Client Group
New Hampshire
$117K – – –
HIA
1558
HFM Investment Advisors
New Jersey
$115K -$80.4K -942 -42%
GI
1559
GAMMA Investing
California
$115K +$67.8K +795 +156%
RG
1560
RHL Group
Michigan
$115K +$99.8K +1,170 +886%
UB
1561
UMB Bank
Missouri
$114K +$111K +1,296 New
EWP
1562
Elevation Wealth Partners
California
$112K +$77.8K +912 +251%
PWAM
1563
Private Wealth Asset Management
Iowa
$109K – – –
LBC
1564
Lowe Brockenbrough & Co
Virginia
$109K – – –
CCM
1565
Chilton Capital Management
Texas
$108K +$87.8K +1,029 +515%
PS
1566
Planning Strategies
Pennsylvania
$105K +$102K +1,200 New
HAP
1567
Harbor Asset Planning
Massachusetts
$105K +$256 +3 +0.3%
FIM
1568
FWL Investment Management
Texas
$105K +$102K +1,192 New
CT
1569
Clearstead Trust
Maine
$103K -$8.87K -104 -8%
TSMHT
1570
Thurston Springer Miller Herd & Titak
Indiana
$103K – – –
MFP
1571
Meramec Financial Planners
Missouri
$102K +$15.1K +177 +18%
BA
1572
Ballast Advisors
Minnesota
$102K – – –
TFM
1573
TFC Financial Management
Massachusetts
$99.3K -$8.53K -100 -8%
CA
1574
Centerpoint Advisors
Massachusetts
$98K – – –
TCWA
1575
Turtle Creek Wealth Advisors
Texas
$97.3K +$61.8K +724 +189%
61 62
63
64 65