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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
SRSA
326
S.R. Schill & Associates
Washington
$24M +$4.08M +47,801 +21%
BCMIO
327
Beacon Capital Management Inc (Ohio)
Ohio
$23.8M -$850K -9,963 -4%
JWM
328
JPL Wealth Management
Colorado
$23.8M +$7.67M +89,860 +50%
SB
329
Strategic Blueprint
Georgia
$23.7M +$1.29M +15,086 +6%
AO
330
Advisor OS
Illinois
$23.6M +$2.69M +31,568 +13%
CA
331
Calton & Associates
Florida
$23.4M -$371K -4,350 -2%
AF
332
Advisornet Financial
Minnesota
$23.2M +$1.37M +16,088 +6%
LCC
333
Lincoln Capital Corp
Rhode Island
$23.2M +$3.92M +45,969 +21%
EPM
334
Elm Partners Management
Pennsylvania
$23M +$4.27M +50,083 +24%
BFG
335
Buttonwood Financial Group
Missouri
$23M +$3.62M +42,449 +19%
IRC
336
Investors Research Corp
Georgia
$22.9M +$905K +10,603 +4%
EMAM
337
Encompass More Asset Management
California
$22.7M -$25.3M -296,691 -53%
SFA
338
Souders Financial Advisors
Ohio
$22.7M +$20.5M +239,933 +1,314%
NWMG
339
National Wealth Management Group
Ohio
$22.7M +$11.7M +136,920 +113%
KWM
340
Kingsview Wealth Management
Oregon
$22M +$3.96M +46,365 +23%
SWM
341
Selective Wealth Management
Virginia
$21.8M +$4.07M +47,661 +24%
CA
342
Capital Advantage
California
$21.8M +$598K +7,011 +3%
LAS
343
Lloyd Advisory Services
Georgia
$21.8M +$19.8M +231,715 +1,458%
WC
344
Westwind Capital
New Mexico
$21.7M +$832K +9,752 +4%
SPW
345
Stillwater Private Wealth
Pennsylvania
$21.7M +$14.9M +174,556 +271%
RIS
346
Richmond Investment Services
Wisconsin
$21.7M -$19M -222,837 -47%
MFWP
347
Mosaic Family Wealth Partners
Missouri
$21.7M +$8M +93,778 +61%
BCA
348
Bay Capital Advisors
Virginia
$21.6M +$978K +11,468 +5%
BWAM
349
Blue Water Asset Management
Michigan
$21.6M +$363K +4,258 +2%
BPA
350
Beacon Pointe Advisors
California
$21.4M +$9.57M +112,129 +85%
12 13
14
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