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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
151
MJP Associates
Connecticut
$5.63M +$310K +6,310 +6%
CCM
152
Condor Capital Management
New Jersey
$5.57M -$5.84M -118,933 -52%
CIA
153
Compass Ion Advisors
Pennsylvania
$5.4M -$795K -16,191 -13%
EGA
154
E&G Advisors
Texas
$5.31M -$5.18M -105,537 Closed
IWM
155
IHT Wealth Management
Illinois
$5.31M +$79.9K +1,628 +2%
RJA
156
Raymond James & Associates
Florida
$5.24M +$1.85M +37,617 +57%
CAG
157
Csenge Advisory Group
Florida
$5.17M +$103K +2,097 +2%
CF
158
Centaurus Financial
California
$4.98M -$213K -4,333 -4%
FHA
159
Flagship Harbor Advisors
Massachusetts
$4.94M +$958K +19,512 +25%
FWP
160
Firethorn Wealth Partners
Georgia
$4.88M +$380K +7,734 +9%
AWA
161
Arete Wealth Advisors
Illinois
$4.77M +$730K +14,875 +8%
BAM
162
Belpointe Asset Management
Nevada
$4.63M -$140K -2,848 -3%
AI
163
Atria Investments
North Carolina
$4.52M +$86.6K +1,765 +2%
CWA
164
Clarus Wealth Advisors
Arizona
$4.5M +$626K +12,757 +17%
CAS
165
Cascadia Advisory Services
Oregon
$4.49M -$255K -5,204 -6%
CPA
166
Capital Planning Advisors
California
$4.47M +$191K +3,896 +5%
CA
167
Continuum Advisory
Idaho
$4.4M +$310K +6,312 +8%
PWPS
168
Pinnacle Wealth Planning Services
Ohio
$4.34M +$132K +2,693 +3%
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$4.27M -$117K -2,377 -3%
FCA
170
FLC Capital Advisors
California
$4.23M +$227K +4,626 +6%
TCWA
171
Ten Capital Wealth Advisors
Washington
$4.11M -$26K -530 -0.6%
CC
172
Copperleaf Capital
North Carolina
$4.08M -$28.6K -583 -0.7%
FCI
173
Financial Counselors Inc
Kansas
$4.07M -$22.8K -464 -0.6%
FP
174
Fiduciary Planning
Florida
$4.06M +$3.96M +80,635 New
HWMA
175
Heritage Wealth Management (Arizona)
Arizona
$4.01M +$3.91M +79,669 New
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7
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