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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
301
Wescott Financial Advisory Group
Pennsylvania
$3.43M +$1.06M +21,398 +48%
B
302
Bensler
Washington
$3.27M +$454K +9,202 +17%
VAF
303
Values Added Financial
District of Columbia
$3.24M +$3.07M +62,164 New
SA
304
Scarborough Advisors
Maryland
$3.13M +$125K +2,538 +4%
G
305
GenTrust
Florida
$3.11M -$425K -8,620 -13%
KCM
306
Kanawha Capital Management
Virginia
$3.1M +$32.3K +655 +1%
OWA
307
Outlook Wealth Advisors
Texas
$3.1M -$75.9K -1,538 -3%
CWM
308
Congress Wealth Management
Massachusetts
$3.05M -$143K -2,889 -5%
DWM
309
Dakota Wealth Management
Florida
$3.02M -$58.8K -1,192 -2%
CCM
310
Ciovacco Capital Management
Georgia
$3M -$49.8K -1,009 -2%
EFL
311
ERn Financial LLC
Wisconsin
$2.92M +$45.3K +918 +2%
IA
312
IFG Advisory
Georgia
$2.92M +$929K +18,816 +50%
IFG
313
Independent Financial Group
California
$2.89M +$31.6K +641 +1%
KWM
314
Kingsview Wealth Management
Oregon
$2.89M +$135K +2,744 +5%
VIA
315
Vickerman Investment Advisors
Washington
$2.89M -$152K -3,081 -5%
BFA
316
Bluestem Financial Advisors
Illinois
$2.88M +$34.8K +706 +1%
CFGF
317
Compass Financial Group (Florida)
Florida
$2.87M -$53.1K -1,076 -2%
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.83M +$163K +3,309 +6%
SPA
319
Sentinel Pension Advisors
Massachusetts
$2.81M +$143K +2,904 +6%
WCM
320
Wealthcare Capital Management
Virginia
$2.81M -$53.4K -1,083 -2%
RSA
321
River Street Advisors
Illinois
$2.79M -$74.7K -1,513 -3%
ULWM
322
Upper Left Wealth Management
Florida
$2.75M +$38.4K +779 +1%
CPW
323
Catalyst Private Wealth
California
$2.72M -$8.09K -164 -0.3%
CTFG
324
Capstone Triton Financial Group
Oklahoma
$2.72M +$19.2K +389 +0.7%
T
325
TrueFG
Texas
$2.71M +$68.4K +1,385 +3%
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