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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
151
Private Wealth Group
Florida
$8.22M -$6.37M -136,352 -41%
GG
152
GenWealth Group
New Jersey
$8.17M -$690K -14,778 -7%
CWA
153
Centennial Wealth Advisory
Michigan
$8.12M -$72.2K -1,546 -0.8%
AFAS
154
Acorn Financial Advisory Services
Virginia
$8.04M +$384K +8,221 +4%
KAS
155
Kestra Advisory Services
Texas
$7.82M +$1.07M +22,989 +14%
BAM
156
Belpointe Asset Management
Nevada
$7.77M +$1.61M +34,392 +23%
KTC
157
Kistler-Tiffany Companies
Pennsylvania
$7.67M +$141K +3,023 +2%
UAS
158
United Asset Strategies
New York
$7.63M -$16.9K -361 -0.2%
DWM
159
Doyle Wealth Management
Florida
$7.58M +$18.8K +403 +0.2%
BWG
160
Beta Wealth Group
California
$7.45M +$273K +5,847 +3%
AWMG
161
Alliance Wealth Management Group
New Jersey
$7.29M +$528K +11,317 +7%
SW
162
SkyOak Wealth
Michigan
$7.24M +$233K +4,987 +3%
FP
163
Fiduciary Planning
Florida
$7.24M +$207K +4,439 +3%
FPWM
164
FSB Premier Wealth Management
Iowa
$7.19M +$148K +3,175 +2%
EH
165
Equitable Holdings
New York
$7.13M -$8.79M -188,245 -53%
SCP
166
Syntal Capital Partners
Texas
$7.02M +$6.84M +146,463 +705%
KFP
167
KMG Fiduciary Partners
Ohio
$7.02M +$7.11M +152,176 +1,015%
HWM
168
Horizon Wealth Management
Illinois
$6.94M +$223K +4,777 +3%
FHA
169
Flagship Harbor Advisors
Massachusetts
$6.94M +$1.97M +42,096 +34%
FWP
170
Firethorn Wealth Partners
Georgia
$6.94M -$31.2K -669 -0.4%
MA
171
Mutual Advisors
Nebraska
$6.69M +$36.3K +777 +0.5%
B
172
Bridgeworth
Alabama
$6.68M +$7.43M +159,164 New
DWM
173
Dakota Wealth Management
Florida
$6.56M +$2.2M +47,033 +43%
CSPIA
174
Cary Street Partners Investment Advisory
Virginia
$6.52M +$366K +7,831 +5%
GWANC
175
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.5M +$149K +3,186 +2%
5 6
7
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