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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
376
Fingerlakes Wealth Management
New York
$800K +$3.04K +65 +0.3%
HF
377
HRT Financial
New York
$799K +$889K +19,031 New
WP
378
WealthSource Partners
California
$795K -$11.7K -250 -1%
SMC
379
Smith, Moore & Co
Missouri
$780K -$106K -2,275 -11%
IA
380
Insight Advisors
Pennsylvania
$776K +$27.5K +588 +3%
SFG
381
Sovereign Financial Group
Connecticut
$772K -$140 -3 -0%
ASN
382
Advisory Services Network
Georgia
$772K +$78.9K +1,690 +10%
OGF
383
Orin Green Financial
California
$767K -$148K -3,173 -15%
TA
384
TrueWealth Advisors
Alabama
$766K +$74.1K +1,586 +10%
AWM
385
Axxcess Wealth Management
California
$762K -$117K -2,497 -12%
DADC
386
D.A. Davidson & Co
Montana
$752K +$24.8K +532 +3%
CC
387
Copperleaf Capital
North Carolina
$751K -$5.08M -108,843 -86%
TPA
388
Trivium Point Advisory
Connecticut
$749K -$129K -2,758 -14%
DC
389
Davenport & Co
Virginia
$746K -$145K -3,113 -15%
SFM
390
Signet Financial Management
New Jersey
$746K – – –
RCM
391
Raleigh Capital Management
North Carolina
$727K +$28.4K +609 +4%
SWMG
392
Sanchez Wealth Management Group
Florida
$724K -$95.7K -2,050 -11%
CA
393
Corrado Advisors
New Jersey
$705K -$12.6K -270 -2%
AWM
394
Accurate Wealth Management
Florida
$699K +$351K +7,512 +87%
CWMGP
395
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$696K +$6.58K +141 +0.9%
MGP
396
Metis Global Partners
California
$690K +$422K +9,047 +122%
PWM
397
Perigon Wealth Management
California
$684K +$225K +4,823 +42%
JSA
398
Jacobson & Schmitt Advisors
Wisconsin
$671K +$1.82K +39 +0.2%
RSWM
399
Robertson Stephens Wealth Management
California
$668K -$6.86K -147 -0.9%
TFA
400
Transamerica Financial Advisors
Florida
$666K -$1.65M -35,437 -69%
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