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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
351
Cahill Financial Advisors
Minnesota
$1.02M -$391K -7,468 -28%
SS
352
Simplicity Solutions
Minnesota
$1.02M +$1M +19,170 New
HSA
353
HBK Sorce Advisory
Pennsylvania
$1.02M -$556K -10,610 -36%
MA
354
MKT Advisors
California
$1.02M +$448K +8,554 +65%
CB
355
Community Bank
New York
$1.01M -$2.66M -50,800 -73%
SWMG
356
Sanchez Wealth Management Group
Florida
$1.01M -$8.8K -168 -0.9%
IA
357
Insight Advisors
Pennsylvania
$1.01M +$82.4K +1,574 +9%
WP
358
WealthSource Partners
California
$1M +$22.6K +431 +2%
FWM
359
Fingerlakes Wealth Management
New York
$993K +$30.4K +580 +3%
CWS
360
Confluence Wealth Services
Pennsylvania
$992K +$300K +5,730 +44%
SA
361
Stewardship Advisors
Pennsylvania
$985K -$193K -3,692 -17%
SFG
362
Sovereign Financial Group
Connecticut
$977K +$477K +9,105 +98%
RCM
363
Raleigh Capital Management
North Carolina
$951K +$71K +1,356 +8%
SOS
364
Silver Oak Securities
Tennessee
$951K +$946K +18,064 New
CA
365
Corrado Advisors
New Jersey
$946K -$63.3K -1,208 -6%
SFM
366
Signet Financial Management
New Jersey
$944K +$14.5K +277 +2%
CIAS
367
Capital Investment Advisory Services
North Carolina
$935K -$4.92K -94 -0.5%
DADC
368
D.A. Davidson & Co
Montana
$924K -$45.6K -870 -5%
AWM
369
Axxcess Wealth Management
California
$917K +$113K +2,161 +14%
RSWM
370
Robertson Stephens Wealth Management
California
$907K – – –
DAM
371
Derbend Asset Management
Georgia
$888K – – –
LMKC
372
L.M. Kohn & Company
Ohio
$879K +$866K +16,534 New
HAS
373
HBW Advisory Services
California
$867K +$397K +7,577 +87%
BCI
374
Brinker Capital Investments
Pennsylvania
$852K -$60.7K -1,159 -7%
DRS
375
Deane Retirement Strategies
Louisiana
$843K -$13.4K -255 -2%
13 14
15
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