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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
351
Capital CS Group
California
$467K +$166K +3,195 +54%
IIC
352
Integrated Investment Consultants
Michigan
$464K – – –
SIM
353
Stratos Investment Management
Ohio
$463K +$476K +9,183 New
NFG
354
Next Financial Group
Texas
$462K +$10K +193 +2%
W
355
Wealthquest
Ohio
$461K -$73.1K -1,409 -13%
HAS
356
HBW Advisory Services
California
$455K +$24.3K +468 +5%
IAN
357
Integrated Advisors Network
Texas
$452K +$65.7K +1,267 +16%
BFS
358
Bickling Financial Services
Massachusetts
$445K +$156 +3 +0%
CBFP
359
Cedar Brook Financial Partners
Ohio
$445K +$81.1K +1,564 +22%
SPC
360
Sigma Planning Corp
Michigan
$441K -$64.9K -1,252 -13%
NAS
361
Nicolet Advisory Services
Wisconsin
$440K -$674 -13 -0.1%
FFG
362
Frisch Financial Group
New York
$416K -$7.26K -140 -2%
GSIS
363
Global Strategic Investment Solutions
Arizona
$404K – – –
I2I
364
Insight 2811 Inc
Illinois
$394K -$26.7K -514 -6%
MFA
365
Mayflower Financial Advisors
Massachusetts
$383K +$374K +7,218 New
DI
366
DFPG Investments
Utah
$359K -$108K -2,079 -23%
BRWA
367
B. Riley Wealth Advisors
Florida
$356K +$366K +7,048 New
AIM
368
Arcadia Investment Management
Michigan
$348K – – –
PG
369
Prostatis Group
Maryland
$344K -$29.9K -577 -8%
TA
370
TFG Advisers
Michigan
$339K +$52 +1 +0%
BRWM
371
B. Riley Wealth Management
Tennessee
$334K -$17.6K -339 -5%
CIA
372
Capital Investment Advisors
Georgia
$332K – – –
AWM
373
Accurate Wealth Management
Florida
$328K -$11.6K -223 -3%
RCA
374
Ranch Capital Advisors
Florida
$327K +$28.3K +546 +9%
TCWM
375
Total Clarity Wealth Management
Illinois
$325K +$42.1K +811 +14%
13 14
15
16 17