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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
351
Atria Investments
North Carolina
– -$421K -13,921 Closed
GSWM
352
Golden State Wealth Management
California
– -$390K -12,893 Closed
FSG
353
Financial Strategies Group
Michigan
– -$342K -11,299 Closed
LA
354
LVW Advisors
New York
– -$282K -9,313 Closed
MIM
355
Moseley Investment Management
Florida
– -$257K -8,498 Closed
AW
356
ACG Wealth
Georgia
– -$222K -7,330 Closed
AWM
357
Affinity Wealth Management
Delaware
– -$1.86M -6,596 Closed
CB
358
Community Bank
New York
– -$167K -5,540 Closed
RFM
359
Royal Fund Management
Florida
– -$120K -3,982 Closed
FA
360
Fortis Advisors
Pennsylvania
– -$102K -3,374 Closed
AIC
361
Ameritas Investment Company
Nebraska
– -$91K -3,058 Closed
AF
362
Allworth Financial
California
– -$25K -836 Closed
NFG
363
Next Financial Group
Texas
– -$19K -617 Closed
FGAM
364
Financial Gravity Asset Management
Texas
– -$16 -500 Closed
KFI
365
Key Financial Inc
Pennsylvania
– -$15K -492 Closed
SMFS
366
Squar Milner Financial Services
California
– -$10K -332 Closed
BWL
367
Bogart Wealth LLC
Virginia
– -$4K -140 Closed
SIS
368
Sound Income Strategies
Florida
– -$1K -20 Closed
CAAS
369
Capital Asset Advisory Services
Michigan
– +$241 +7 New
11 12 13 14
15