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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
401
Selective Wealth Management
Virginia
$3.22M +$1.98M +33,797 +173%
MF
402
Meridian Financial
Massachusetts
$3.19M +$81.1K +1,384 +3%
VIA
403
Vickerman Investment Advisors
Washington
$3.16M +$128K +2,188 +4%
CCM
404
Ciovacco Capital Management
Georgia
$3.15M -$57.3K -978 -2%
MCC
405
Money Concepts Capital
Florida
$3.15M -$2.46M -41,920 -45%
FWM
406
Fonville Wealth Management
Virginia
$3.15M +$221K +3,776 +8%
BTWM
407
Baker Tilly Wealth Management
Wisconsin
$3.11M -$1.3M -22,162 -30%
AA
408
ACT Advisors
North Carolina
$3.1M -$439K -7,499 -13%
CTFG
409
Capstone Triton Financial Group
Oklahoma
$3.06M -$133K -2,274 -4%
FGA
410
Fortis Group Advisors
New Jersey
$3.06M +$2.91M +49,682 New
CPW
411
Catalyst Private Wealth
California
$3.04M -$6.21K -106 -0.2%
FDCDDQ
412
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.01M -$156K -2,670 -5%
HAG
413
HF Advisory Group
Maryland
$3.01M -$73.4K -1,254 -2%
RSWM
414
Robertson Stephens Wealth Management
California
$2.97M +$50.4K +861 +2%
VC
415
Vicus Capital
Pennsylvania
$2.97M +$22.7K +388 +0.8%
FIA
416
Foundations Investment Advisors
Arizona
$2.92M -$350K -5,983 -11%
GKWIM
417
Gerber Kawasaki Wealth & Investment Management
California
$2.92M +$736K +12,565 +36%
SFA
418
Semmax Financial Advisors
North Carolina
$2.88M +$411K +7,022 +18%
GF
419
Gries Financial
Ohio
$2.85M +$2.71M +46,333 New
ASN
420
Advisory Services Network
Georgia
$2.83M +$491K +8,383 +22%
APP
421
Avantax Planning Partners
Iowa
$2.82M +$2.68M +45,770 New
AWA
422
Alaska Wealth Advisors
Alaska
$2.8M -$31.2K -532 -1%
BL
423
Balentine LLC
Georgia
$2.79M +$2.65M +45,270 New
GM
424
GeoWealth Management
Illinois
$2.75M +$955K +16,303 +57%
FI
425
FWG Investments
Kentucky
$2.73M -$453K -7,738 -15%
15 16
17
18 19