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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
426
Provident Wealth Management
Tennessee
$136K – – –
TWA
427
TCI Wealth Advisors
Arizona
$136K +$26.9K +519 +24%
TAM
428
Tucker Asset Management
Colorado
$132K – – –
OCM
429
Orion Capital Management
California
$131K +$12.3K +238 +10%
ZIG
430
Zurich Insurance Group
Switzerland
$122K – – –
PB
431
Pinnacle Bancorp
Nebraska
$117K – – –
KFI
432
Key Financial Inc
Pennsylvania
$112K +$10.3K +198 +10%
AWM
433
Accel Wealth Management
Iowa
$104K – – –
SWM
434
Sugarloaf Wealth Management
Georgia
$104K +$107K +2,054 New
SBL
435
Sargent Bickham Lagudis
Colorado
$102K +$25.9K +500 +33%
MFA
436
McClarren Financial Advisors
Pennsylvania
$97K +$311 +6 +0.3%
CCM
437
Covington Capital Management
California
$95K +$97.3K +1,875 New
CPFP
438
Clear Perspectives Financial Planning
Ohio
$88K +$52 +1 +0.1%
TIM
439
Tortoise Investment Management
New York
$87K – – –
YAL
440
Your Advocates Ltd
Texas
$84K -$26.6K -513 -23%
DAC
441
Dividend Assets Capital
South Carolina
$65K – – –
LWANC
442
Laurel Wealth Advisors (North Carolina)
North Carolina
$65K +$1.04K +20 +2%
EIP
443
Ellis Investment Partners
Pennsylvania
$61K +$156 +3 +0.2%
FWP
444
FAS Wealth Partners
Kansas
$56K – – –
PWMG
445
Prestige Wealth Management Group
New Jersey
$56K – – –
TLFA
446
True Link Financial Advisors
California
$50K -$117K -2,250 -69%
WAS
447
Winch Advisory Services
Wisconsin
$50K +$156 +3 +0.3%
EI
448
Ellevest Inc
New York
$47K +$48.8K +940 New
BA
449
Ballast Advisors
Minnesota
$45K – – –
M
450
MOTCO
Texas
$42K – – –
16 17
18
19 20