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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
176
My Legacy Advisors
Oregon
$8.89M +$560K +11,944 +7%
KAS
177
Kestra Advisory Services
Texas
$8.8M -$10.7M -227,437 -55%
GG
178
GenWealth Group
New Jersey
$8.66M -$325K -6,923 -4%
TFA
179
Transamerica Financial Advisors
Florida
$8.62M +$2.86M +61,050 +52%
GWANC
180
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.58M +$136K +2,904 +2%
WWA
181
WCG Wealth Advisors
Nevada
$8.43M +$8.21M +174,988 New
MA
182
Mutual Advisors
Nebraska
$8.31M +$179K +3,812 +2%
PWG
183
Private Wealth Group
Florida
$8.24M -$3.38M -72,031 -30%
AWMG
184
Alliance Wealth Management Group
New Jersey
$8.22M +$45K +959 +0.6%
FWP
185
Firethorn Wealth Partners
Georgia
$8.18M +$97.3K +2,073 +1%
CWS
186
Cypress Wealth Services
California
$8.1M +$3.15M +67,123 +66%
AI
187
Atria Investments
North Carolina
$8.04M +$1.22M +26,079 +19%
BWG
188
Beta Wealth Group
California
$7.92M -$398K -8,473 -5%
FAIM
189
Financial Advocates Investment Management
Washington
$7.86M +$133K +2,832 +2%
AWA
190
Authentikos Wealth Advisory
California
$7.85M +$8.19M +174,499 New
V
191
Veritable
Delaware
$7.81M +$56.6K +1,206 +0.7%
FPWM
192
FSB Premier Wealth Management
Iowa
$7.75M -$305K -6,503 -4%
HWM
193
Horizon Wealth Management
Illinois
$7.66M -$512K -10,905 -6%
BAM
194
Belpointe Asset Management
Nevada
$7.57M -$1.35M -28,799 -15%
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$7.39M +$3K +64 +0%
VAS
196
Vestmark Advisory Solutions
Massachusetts
$7.37M -$2.06M -43,994 -22%
CSPIA
197
Cary Street Partners Investment Advisory
Virginia
$7.13M -$58.1K -1,238 -0.8%
IRC
198
Investors Research Corp
Georgia
$7.12M +$317K +6,747 +5%
MFS
199
McNamara Financial Services
Massachusetts
$6.92M +$157K +3,352 +2%
CWG
200
Crown Wealth Group
North Carolina
$6.87M -$13.6M -289,622 -67%
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