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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
TPBG
476
Turning Point Benefit Group
Maryland
$8.44M +$1.58M +19,747 +16%
GWANC
477
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.42M -$797K -9,960 -8%
LFS
478
Lighthouse Financial Services
California
$8.41M +$417K +5,209 +5%
MFA
479
Morling Financial Advisors
California
$8.4M -$1.12K -14 -0%
SPI
480
Sutton Place Investors
New York
$8.33M +$1.14M +14,247 +15%
ECM
481
Evergreen Capital Management
Washington
$8.29M +$80 +1 +0%
WAM
482
Worth Asset Management
Texas
$8.29M -$592K -7,396 -6%
NFG
483
Nations Financial Group
Iowa
$8.27M +$213K +2,661 +3%
EWM
484
Evolution Wealth Management
Florida
$8.21M +$3.57M +44,595 +71%
CBU
485
CIBC Bancorp USA
Illinois
$8.2M +$8.72M +109,046 New
TPW
486
Talon Private Wealth
Florida
$8.19M +$8.56M +106,957 New
HNH
487
Hopwood Nicholas Hunter
$8.18M +$282K +3,531 +3%
HBS
488
Howard Bailey Securities
Indiana
$8.16M -$373K -4,664 -4%
VT
489
Vise Technologies
New York
$8.07M – – –
OC
490
Optima Capital
Oregon
$8.04M -$1.34M -16,801 -14%
WCM
491
Wealthcare Capital Management
Virginia
$8.01M -$1.14M -14,291 -12%
AWM
492
Adams Wealth Management
Utah
$8M -$144K -1,797 -2%
CI
493
CacheTech Inc
Utah
$8M -$144K -1,797 -2%
VAG
494
VisionPoint Advisory Group
Texas
$7.99M +$637K +7,969 +8%
TFA
495
Transamerica Financial Advisors
Florida
$7.98M -$906K -11,326 -10%
ACM
496
Absolute Capital Management
Pennsylvania
$7.93M +$3.99M +49,911 +93%
PCIA
497
Prime Capital Investment Advisors
Kansas
$7.91M +$1.67M +20,856 +25%
EFL
498
ERn Financial LLC
Wisconsin
$7.83M +$418K +5,220 +5%
AWM
499
Abound Wealth Management
Tennessee
$7.82M +$2.23M +27,927 +38%
PWA
500
PCG Wealth Advisors
Kansas
$7.78M -$5.78M -72,251 -42%
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