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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
451
Transcendent Capital Group
Oklahoma
$5.56M +$124K +1,787 +2%
VWWMG
452
Vermillion & White Wealth Management Group
Pennsylvania
$5.53M +$5.54M +79,956 +27,289%
LA
453
Lifeworks Advisors
Michigan
$5.51M -$263K -3,795 -5%
CWA
454
Continuum Wealth Advisors
New York
$5.51M +$5.54M +79,934 New
EWA
455
Emergent Wealth Advisors
New York
$5.5M -$122K -1,761 -2%
SPWG
456
Syntegra Private Wealth Group
Missouri
$5.48M -$146K -2,109 -3%
CWM
457
Copia Wealth Management
Oregon
$5.48M +$5.51M +79,473 New
CFD
458
Creative Financial Designs
Indiana
$5.47M -$553K -7,972 -9%
AAS
459
Ameritas Advisory Services
Nebraska
$5.47M -$433K -6,246 -7%
RSA
460
River Street Advisors
Illinois
$5.37M +$245K +3,539 +5%
ULWM
461
Upper Left Wealth Management
Florida
$5.25M +$300K +4,334 +6%
SFS
462
Sowell Financial Services
Arkansas
$5.17M -$4.23M -60,962 -45%
PG
463
Prostatis Group
Maryland
$5.13M +$850K +12,256 +20%
MWM
464
Meridian Wealth Management
Kentucky
$5.12M +$293K +4,228 +6%
LCM
465
Lunt Capital Management
Utah
$5.06M +$436K +6,294 +9%
BBPWM
466
Blue Bell Private Wealth Management
Pennsylvania
$5.06M +$185K +2,665 +4%
HSA
467
HBK Sorce Advisory
Pennsylvania
$5.05M -$70.8K -1,021 -1%
FCI
468
Financial Counselors Inc
Kansas
$5.04M -$17K -245 -0.3%
CIC
469
Cutler Investment Counsel
Oregon
$5.04M +$1.77M +25,591 +54%
JGIA
470
Jackson Grant Investment Advisers
Connecticut
$5.03M +$5.27K +76 +0.1%
GF
471
Goodman Financial
Texas
$4.99M -$315K -4,546 -6%
AFP
472
Alpha Financial Partners
Kentucky
$4.96M +$4.98M +71,887 New
MWM
473
Modera Wealth Management
New Jersey
$4.95M -$712K -10,270 -13%
VRM
474
Vectors Research Management
New York
$4.85M -$387K -5,588 -7%
BFA
475
Beaumont Financial Advisors
Massachusetts
$4.76M -$79.6K -1,149 -2%
17 18
19
20 21