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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
276
Capital Investment Advisory Services
North Carolina
$661K -$27.1K -651 -4%
W
277
Wealthquest
Ohio
$660K -$5.13K -123 -0.8%
IRC
278
Investors Research Corp
Georgia
$660K +$349K +8,367 +126%
ASN
279
Advisory Services Network
Georgia
$648K -$602K -14,437 -50%
HSA
280
HBK Sorce Advisory
Pennsylvania
$637K +$184K +4,424 +44%
PG
281
Prostatis Group
Maryland
$610K -$1.27M -30,414 -69%
DI
282
Diligent Investors
California
$607K -$334K -8,000 -37%
ADL
283
Asset Dedication LLC
California
$581K – – –
BCI
284
Brinker Capital Investments
Pennsylvania
$576K -$22.4K -536 -4%
FMC
285
Financial Management Concepts
Florida
$570K +$541K +12,972 New
RWM
286
Ritholtz Wealth Management
New York
$560K -$23.1K -553 -4%
VC
287
Vicus Capital
Pennsylvania
$554K +$213K +5,107 +68%
AF
288
Aldebaran Financial
$546K -$17.9K -430 -3%
MP
289
McDonald Partners
Ohio
$536K +$508K +12,183 New
AUB
290
Atlantic Union Bankshares
Virginia
$533K -$54.3K -1,301 -10%
GSWM
291
Golden State Wealth Management
California
$531K -$52.4K -1,257 -9%
MWPCG
292
Measured Wealth Private Client Group
New Hampshire
$529K -$7.67K -184 -2%
WFC
293
Western Financial Corp
California
$521K +$494K +11,858 New
NGA
294
Naples Global Advisors
Florida
$511K +$13.3K +320 +3%
RPCA
295
Running Point Capital Advisors
California
$493K +$468K +11,226 New
IA
296
Insight Advisors
Pennsylvania
$480K +$456K +10,927 New
SWM
297
Sculati Wealth Management
Michigan
$478K -$37.3K -895 -8%
AMM
298
American Money Management
California
$475K -$13.2K -317 -3%
IWS
299
Insight Wealth Strategies
California
$473K +$449K +10,765 New
WP
300
WealthShield Partners
North Carolina
$446K -$107K -2,569 -20%
10 11
12
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