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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
301
Jackson Grant Investment Advisers
Connecticut
$3.7M +$3.24K +62 +0.1%
ULWM
302
Upper Left Wealth Management
Florida
$3.69M +$1.08M +20,648 +39%
GF
303
Goodman Financial
Texas
$3.68M +$55.4K +1,060 +1%
BTWM
304
Baker Tilly Wealth Management
Wisconsin
$3.66M -$2.61M -49,870 -41%
PA
305
PFG Advisors
Arizona
$3.64M -$581K -11,109 -13%
AF
306
Aldebaran Financial
$3.64M +$49.6K +948 +1%
BFA
307
Beaumont Financial Advisors
Massachusetts
$3.57M -$27.6K -527 -0.7%
OCM
308
One Capital Management
California
$3.52M +$2.21M +42,243 +151%
D
309
Dentgroup
Louisiana
$3.5M -$800K -15,298 -18%
AAS
310
Avantax Advisory Services
Texas
$3.4M +$1.89M +36,125 +115%
EGA
311
E&G Advisors
Texas
$3.37M -$72.8K -1,392 -2%
WFAG
312
Wescott Financial Advisory Group
Pennsylvania
$3.27M -$37.1K -709 -1%
BFA
313
Beacon Financial Advisory
Ohio
$3.23M +$825K +15,771 +33%
B
314
Bensler
Washington
$3.2M +$49.4K +944 +2%
IFG
315
Independent Financial Group
California
$3.15M +$375K +7,171 +13%
VAF
316
Values Added Financial
District of Columbia
$3.15M +$21.8K +416 +0.7%
FSA
317
Financial Security Advisor
Virginia
$3.08M +$3.21M +61,354 New
RIM
318
Redwood Investment Management
Arizona
$3.06M +$3.19M +60,893 New
AWA
319
Arete Wealth Advisors
Illinois
$3.05M -$1.33M -25,342 -29%
KCM
320
Kanawha Capital Management
Virginia
$3.03M +$34.8K +665 +1%
G
321
GenTrust
Florida
$3M – – –
AA
322
ACT Advisors
North Carolina
$2.99M +$3.11M +59,462 New
SPA
323
Sentinel Pension Advisors
Massachusetts
$2.97M +$268K +5,132 +10%
SA
324
Scarborough Advisors
Maryland
$2.92M -$102K -1,949 -3%
LA
325
LexAurum Advisors
Kansas
$2.91M +$578K +11,047 +24%
11 12
13
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