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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
301
Range Financial Group
Oregon
$2.53M +$1.49K +33 +0.1%
EFL
302
ERn Financial LLC
Wisconsin
$2.51M +$44.4K +983 +2%
RSA
303
River Street Advisors
Illinois
$2.5M +$2.52M +55,678 New
KCM
304
Kanawha Capital Management
Virginia
$2.5M +$2.51M +55,596 New
VIA
305
Vickerman Investment Advisors
Washington
$2.43M -$822K -18,180 -25%
TCA
306
Transcend Capital Advisors
New Jersey
$2.43M -$289K -6,393 -11%
IFG
307
Independent Financial Group
California
$2.4M +$117K +2,589 +5%
EIA
308
Eldridge Investment Advisors
New Hampshire
$2.38M -$1.11M -24,542 -32%
CPW
309
Catalyst Private Wealth
California
$2.38M -$323K -7,151 -12%
WCM
310
Wealthcare Capital Management
Virginia
$2.35M +$439K +9,716 +23%
PFA
311
Pinnacle Family Advisors
Missouri
$2.35M -$15K -331 -0.6%
ULWM
312
Upper Left Wealth Management
Florida
$2.33M +$2.02M +44,784 +629%
VA
313
Valmark Advisers
Ohio
$2.31M +$1.74M +38,593 +303%
PSCM
314
Per Stirling Capital Management
Texas
$2.28M +$2.29M +50,705 New
SPA
315
Sentinel Pension Advisors
Massachusetts
$2.25M -$46.8K -1,036 -2%
HAG
316
HF Advisory Group
Maryland
$2.24M +$2.25M +49,816 New
T
317
TRUADVICE
Florida
$2.24M -$110K -2,425 -5%
CTFG
318
Capstone Triton Financial Group
Oklahoma
$2.21M +$11.2K +248 +0.5%
AIS
319
American Investment Services
Massachusetts
$2.2M +$151K +3,352 +7%
TDWM
320
Topel & Distasi Wealth Management
California
$2.15M – – –
CFG
321
Cooper Financial Group
California
$2.15M +$105K +2,324 +5%
T
322
TrueFG
Texas
$2.12M +$157K +3,469 +8%
WFAG
323
Wescott Financial Advisory Group
Pennsylvania
$2.08M +$268K +5,938 +15%
CM
324
Churchill Management
California
$2.07M +$2.08M +46,041 New
IWA
325
Intercontinental Wealth Advisors
Texas
$2.06M -$247K -5,462 -11%
11 12
13
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