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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
301
Glen Eagle Advisors
New Jersey
$10.5K -$3.95K -110 -24%
SMFS
302
Squar Milner Financial Services
California
$10K – – –
PCG
303
Private Capital Group
Connecticut
$9K – – –
SBL
304
Sargent Bickham Lagudis
Colorado
$9K +$10.8K +300 New
BCA
305
Bray Capital Advisors
Florida
$8K – – –
PA
306
Parallel Advisors
California
$7K – – –
HFA
307
HC Financial Advisors
California
$5K +$5.35K +149 New
BWL
308
Bogart Wealth LLC
Virginia
$4K +$5.02K +140 New
AIP
309
Ameritas Investment Partners
Nebraska
$3K – – –
CFG
310
Citizens Financial Group
Rhode Island
$3K +$3.59K +100 New
BW
311
Bison Wealth
Georgia
$2K – – –
HIA
312
Harbor Investment Advisory
Maryland
$2K – – –
SIS
313
Sound Income Strategies
Florida
$1K -$30.1K -840 -98%
BWM
314
BerganKDV Wealth Management
Minnesota
$1K – – –
GAM
315
Gemmer Asset Management
California
$1K – – –
JWM
316
Janiczek Wealth Management
Colorado
$1K – – –
LFG
317
Larson Financial Group
Missouri
$1K +$108 +3 +14%
CFA
318
Carroll Financial Associates
North Carolina
$1K +$1.26K +35 New
VCM
319
Virtue Capital Management
Tennessee
– -$24.1M -637,895 Closed
CIA
320
Compass Ion Advisors
Pennsylvania
– -$12M -316,701 Closed
CF
321
Copperwynd Financial
Arizona
– -$6.02M -159,279 Closed
PEA
322
Pacific Edge Advisors
California
– -$5.44M -143,900 Closed
MFG
323
Menard Financial Group
Texas
– -$3.66M -96,727 Closed
HC
324
HNP Capital
New York
– -$3.7M -96,715 Closed
JWM
325
Jupiter Wealth Management
Colorado
– -$3.29M -85,575 Closed
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