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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
351
Prostatis Group
Maryland
$372K -$82.9K -1,689 -19%
CBFP
352
Cedar Brook Financial Partners
Ohio
$365K -$3.14K -64 -0.9%
BRWM
353
B. Riley Wealth Management
Tennessee
$351K +$342K +6,967 New
CM
354
Churchill Management
California
$347K -$59K -1,202 -15%
AIM
355
Arcadia Investment Management
Michigan
$347K – – –
TA
356
TFG Advisers
Michigan
$338K +$9.23K +188 +3%
CIA
357
Capital Investment Advisors
Georgia
$332K -$982 -20 -0.3%
AWM
358
Accurate Wealth Management
Florida
$328K +$320K +6,512 New
PWM
359
Perigon Wealth Management
California
$327K -$22.4K -457 -7%
MWPCG
360
Measured Wealth Private Client Group
New Hampshire
$323K -$3.73K -76 -1%
CWM
361
Campbell Wealth Management
Virginia
$321K – – –
IFWM
362
Institute for Wealth Management
Colorado
$319K -$2.26K -46 -0.7%
PPA
363
Parametric Portfolio Associates
Washington
$311K -$1.23K -25 -0.4%
BCP
364
Berkeley Capital Partners
Georgia
$308K +$301K +6,126 New
PPWM
365
PFG Private Wealth Management
Florida
$306K +$10.8K +221 +4%
CCG
366
Capital CS Group
California
$300K +$6.53K +133 +2%
RCA
367
Ranch Capital Advisors
Florida
$298K +$48.3K +985 +20%
RIM
368
Rockbridge Investment Management
New York
$292K -$2.94K -60 -1%
RWA
369
Redhawk Wealth Advisors
Minnesota
$285K +$40.2K +820 +17%
TCWM
370
Total Clarity Wealth Management
Illinois
$283K +$11.1K +226 +4%
TFA
371
TPG Financial Advisors
Oregon
$281K -$23.6K -480 -8%
MIM
372
Macroview Investment Management
Maryland
$276K – – –
JWA
373
JFS Wealth Advisors
Pennsylvania
$276K +$294 +6 +0.1%
SPIA
374
Steward Partners Investment Advisory
New York
$273K -$26.7K -544 -9%
I
375
INVST
Indiana
$270K +$261K +5,326 New
13 14
15
16 17