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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
426
Tradition Wealth Management
Minnesota
$8.9M -$676K -8,961 -7%
GSWM
427
Golden State Wealth Management
California
$8.83M -$170K -2,253 -2%
ULWM
428
Upper Left Wealth Management
Florida
$8.78M +$396K +5,251 +5%
MFA
429
Morling Financial Advisors
California
$8.75M -$161K -2,139 -2%
GWANC
430
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.75M -$142K -1,887 -2%
TVWM
431
Tower View Wealth Management
Wisconsin
$8.73M +$388K +5,150 +5%
MWM
432
Meridian Wealth Management
Kentucky
$8.67M +$389K +5,162 +5%
TWP
433
Triad Wealth Partners
Kansas
$8.59M +$82.3K +1,091 +1%
ECM
434
Evergreen Capital Management
Washington
$8.48M +$517K +6,852 +7%
CCA
435
Cooper Capital Advisors
California
$8.27M +$628K +8,327 +9%
WCM
436
Wealthcare Capital Management
Virginia
$8.23M +$558K +7,404 +8%
RFS
437
Richardson Financial Services
Massachusetts
$8.19M +$859K +11,392 +12%
AWA
438
ARQ Wealth Advisors
Arizona
$8.02M -$1.43M -18,914 -16%
WMR
439
Wealth Management Resources
Rhode Island
$8.02M +$440K +5,829 +6%
MIH
440
Meitav Investment House
Israel
$7.95M +$1.75M +23,232 +30%
AFAS
441
Acorn Financial Advisory Services
Virginia
$7.88M +$21.2K +281 +0.3%
RWP
442
RWA Wealth Partners
Massachusetts
$7.86M -$269K -3,563 -3%
AWM
443
Axxcess Wealth Management
California
$7.84M +$5.1M +67,660 +209%
VAF
444
Values Added Financial
District of Columbia
$7.8M +$708K +9,385 +10%
CF
445
Convergence Financial
Missouri
$7.76M -$5.41M -71,782 -42%
FRA
446
FFG Retirement Advisors
Colorado
$7.67M -$3.93M -52,161 -35%
MAM
447
Madison Asset Management
Wisconsin
$7.65M +$2.55M +33,774 +53%
CCM
448
Condor Capital Management
New Jersey
$7.64M +$5.03M +66,688 +216%
SPI
449
Sutton Place Investors
New York
$7.62M -$307K -4,076 -4%
AA
450
Alesco Advisors
New York
$7.53M +$624K +8,273 +9%
16 17
18
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