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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
326
Sheets Smith Wealth Management
North Carolina
$14.2M -$169K -2,244 -1%
UAS
327
United Asset Strategies
New York
$14.2M -$1.04M -13,812 -7%
HWM
328
Hobbs Wealth Management
Indiana
$14M +$25.6K +340 +0.2%
SFS
329
Sowell Financial Services
Arkansas
$14M +$311K +4,121 +2%
KFSN
330
Keystone Financial Services (Nebraska)
Nebraska
$14M +$260K +3,452 +2%
VA
331
Valmark Advisers
Ohio
$13.9M +$34.3K +455 +0.3%
O3W
332
Omni 360 Wealth
New Jersey
$13.6M +$271K +3,596 +2%
EFG
333
Ethos Financial Group
Pennsylvania
$13.6M +$12.1M +160,531 +1,217%
TCWM
334
Total Clarity Wealth Management
Illinois
$13.6M +$455K +6,026 +4%
MCC
335
Money Concepts Capital
Florida
$13.5M -$1.1M -14,608 -8%
CFG
336
Citizens Financial Group
Rhode Island
$13.5M +$1.64M +21,788 +14%
TCM
337
Towercrest Capital Management
Pennsylvania
$13.5M -$391K -5,180 -3%
ASN
338
Advisory Services Network
Georgia
$13.4M -$72.9K -966 -0.6%
WCM
339
WealthTrak Capital Management
Virginia
$13.4M +$734K +9,729 +6%
FFA
340
Fragasso Financial Advisors
Pennsylvania
$13.3M +$238K +3,155 +2%
PWA
341
PCG Wealth Advisors
Kansas
$13.3M +$1.59M +21,051 +14%
CA
342
CSM Advisors
Pennsylvania
$13.3M -$1.62M -21,456 -11%
QPWM
343
Quadrant Private Wealth Management
Pennsylvania
$13.2M +$310K +4,105 +2%
TRCT
344
Tower Research Capital (TRC)
New York
$13.2M +$10.6M +140,396 +498%
ECA
345
Elevated Capital Advisors
Utah
$13.1M -$2.28M -30,232 -15%
WC
346
Waterloo Capital
Texas
$13.1M -$843K -11,182 -6%
MWM
347
Moulton Wealth Management
Washington
$12.9M -$1.58M -20,947 -11%
NL
348
NWAM LLC
Washington
$12.9M -$528K -6,995 -4%
GG
349
GenWealth Group
New Jersey
$12.8M -$570K -7,559 -4%
HGA
350
Hobbs Group Advisors
South Carolina
$12.8M +$6.42M +85,119 +109%
12 13
14
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