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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
151
Western Wealth Management
Colorado
$4.7M +$694K +15,299 +18%
AAM
152
Ameraudi Asset Management
New York
$4.69M +$231K +5,091 +5%
VRM
153
Vectors Research Management
New York
$4.54M +$938K +20,690 +27%
BAM
154
Belpointe Asset Management
Nevada
$4.43M +$208K +4,594 +5%
CAS
155
Cascadia Advisory Services
Oregon
$4.4M +$4.28M +94,384 New
FWP
156
Firethorn Wealth Partners
Georgia
$4.16M +$338K +7,454 +9%
SCM
157
Southport Capital Management
Tennessee
$4.11M -$406K -8,949 -9%
AI
158
Atria Investments
North Carolina
$4.1M +$33.9K +747 +0.9%
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$4.07M +$50K +1,103 +1%
CA
160
Continuum Advisory
Idaho
$3.97M -$368K -8,107 -9%
CPA
161
Capital Planning Advisors
California
$3.96M -$456K -10,062 -11%
T
162
TRUADVICE
Florida
$3.94M -$4.31M -95,132 -54%
PWPS
163
Pinnacle Wealth Planning Services
Ohio
$3.92M -$462K -10,183 -10%
HC
164
HNP Capital
New York
$3.91M +$705K +15,542 +23%
TCWA
165
Ten Capital Wealth Advisors
Washington
$3.83M -$253K -5,582 -6%
CC
166
Copperleaf Capital
North Carolina
$3.8M -$2M -44,044 -35%
FCI
167
Financial Counselors Inc
Kansas
$3.79M – – –
FCA
168
FLC Capital Advisors
California
$3.7M +$748K +16,492 +26%
FHA
169
Flagship Harbor Advisors
Massachusetts
$3.66M +$1.05M +23,184 +42%
SFP
170
Shepherd Financial Partners
Massachusetts
$3.64M -$9.67M -213,290 -73%
OWA
171
Outlook Wealth Advisors
Texas
$3.63M -$85.7K -1,889 -2%
CWA
172
Clarus Wealth Advisors
Arizona
$3.62M +$429K +9,464 +14%
AIC
173
Ameritas Investment Company
Nebraska
$3.51M +$3.41M +75,272 New
EH
174
Equitable Holdings
New York
$3.48M +$236K +5,196 +7%
FEG
175
Financial Enhancement Group
Indiana
$3.3M -$457K -10,078 -12%
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