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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
351
Brinker Capital Investments
Pennsylvania
$960K -$455K -8,432 -33%
RSWM
352
Robertson Stephens Wealth Management
California
$953K – – –
MA
353
MONECO Advisors
Connecticut
$953K +$37.5K +694 +4%
CWMGP
354
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$951K +$920K +17,033 New
FMC
355
Financial Management Concepts
Florida
$937K +$86.1K +1,594 +11%
BFA
356
Bluestem Financial Advisors
Illinois
$928K -$2.97K -55 -0.3%
RCM
357
Raleigh Capital Management
North Carolina
$923K +$893K +16,544 New
DRS
358
Deane Retirement Strategies
Louisiana
$897K -$25.3K -468 -3%
MFA
359
Mayflower Financial Advisors
Massachusetts
$891K +$472K +8,746 +121%
DAM
360
Derbend Asset Management
Georgia
$888K +$244K +4,515 +40%
WIP
361
WealthCare Investment Partners
Rhode Island
$887K +$858K +15,896 New
EFA
362
Evernest Financial Advisors
Indiana
$877K +$804K +14,886 New
GSWM
363
Golden State Wealth Management
California
$872K -$980K -18,149 -54%
AAS
364
Avantax Advisory Services
Texas
$863K +$97.4K +1,803 +13%
WFC
365
Western Financial Corp
California
$856K +$98.9K +1,832 +14%
JSA
366
Jacobson & Schmitt Advisors
Wisconsin
$843K +$210K +3,886 +35%
AWM
367
Axxcess Wealth Management
California
$843K +$815K +15,094 New
QA
368
Quantitative Advantage
Minnesota
$822K +$265K +4,899 +50%
OFG
369
OmniStar Financial Group
North Carolina
$789K +$764K +14,148 New
OIM
370
Opus Investment Management
Massachusetts
$784K – – –
EWM
371
Echo Wealth Management
Minnesota
$773K +$89.6K +1,660 +13%
AF
372
Allworth Financial
California
$760K -$358K -6,626 -33%
MOS
373
MGO One Seven
Ohio
$759K +$734K +13,594 New
C
374
Certuity
Florida
$730K +$707K +13,084 New
ACS
375
Archford Capital Strategies
Illinois
$727K -$249K -4,610 -26%
13 14
15
16 17