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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
176
KMG Fiduciary Partners
Ohio
$8.28M +$767K +16,974 +10%
PWPS
177
Pinnacle Wealth Planning Services
Ohio
$8.17M +$3.42M +75,577 +71%
FP
178
Fiduciary Planning
Florida
$8.12M +$366K +8,089 +5%
GWANC
179
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.89M +$925K +20,461 +13%
EH
180
Equitable Holdings
New York
$7.79M +$154K +3,399 +2%
BWG
181
Beta Wealth Group
California
$7.78M -$201K -4,444 -3%
HWM
182
Horizon Wealth Management
Illinois
$7.64M +$210K +4,638 +3%
AWMG
183
Alliance Wealth Management Group
New Jersey
$7.64M -$174K -3,857 -2%
CA
184
CoreCap Advisors
Michigan
$7.61M +$1.51M +33,518 +25%
MA
185
Mutual Advisors
Nebraska
$7.59M +$429K +9,484 +6%
FPWM
186
FSB Premier Wealth Management
Iowa
$7.53M -$166K -3,663 -2%
FWP
187
Firethorn Wealth Partners
Georgia
$7.43M +$3.12K +69 +0%
JCM
188
Jacobi Capital Management
Pennsylvania
$7.27M +$7.3M +161,548 New
V
189
Veritable
Delaware
$7.24M +$964K +21,320 +15%
TRCT
190
Tower Research Capital (TRC)
New York
$7.22M +$7.25M +160,455 New
FAIM
191
Financial Advocates Investment Management
Washington
$7.21M +$470K +10,407 +7%
AWE
192
Avidian Wealth Enterprises
Texas
$6.94M +$686K +15,170 +11%
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$6.9M +$7.23K +160 +0.1%
VRM
194
Vectors Research Management
New York
$6.78M +$1.26M +27,848 +23%
CSPIA
195
Cary Street Partners Investment Advisory
Virginia
$6.71M -$270K -5,967 -4%
KTC
196
Kistler-Tiffany Companies
Pennsylvania
$6.68M -$1.54M -34,111 -19%
PIA
197
Panoramic Investment Advisors
Colorado
$6.59M +$6.62M +146,407 New
IRC
198
Investors Research Corp
Georgia
$6.35M +$449K +9,939 +8%
AI
199
Atria Investments
North Carolina
$6.33M +$746K +16,508 +13%
MFS
200
McNamara Financial Services
Massachusetts
$6.32M +$174K +3,840 +3%
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