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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
501
Laurel Wealth Advisors (North Carolina)
North Carolina
$440K +$164K +3,499 +62%
AFO
502
Arrowroot Family Office
California
$439K +$428K +9,117 New
GM
503
GeoWealth Management
Illinois
$434K -$3.79M -80,699 -90%
NAS
504
Nicolet Advisory Services
Wisconsin
$432K -$6.8K -145 -2%
PIAS
505
PCA Investment Advisory Services
Ohio
$428K +$417K +8,881 New
CWM
506
Chemistry Wealth Management
New York
$427K – – –
SWIG
507
Strategic Wealth Investment Group
Kentucky
$425K +$64.2K +1,368 +18%
AIM
508
Acropolis Investment Management
Missouri
$410K – – –
IAN
509
Integrated Advisors Network
Texas
$387K +$29.7K +632 +9%
GSIS
510
Global Strategic Investment Solutions
Arizona
$385K – – –
CIAS
511
Capital Investment Advisory Services
North Carolina
$380K -$90K -1,919 -20%
BC
512
Brio Consultants
California
$380K -$68K -1,450 -16%
CAM
513
Cresset Asset Management
Illinois
$366K -$8.96K -191 -2%
TSS
514
Two Sigma Securities
New York
$365K -$759K -16,183 -68%
CPA
515
Capital Planning Advisors
California
$361K -$30.6K -653 -8%
VV
516
Verity & Verity
South Carolina
$361K +$352K +7,500 New
UAS
517
United Asset Strategies
New York
$359K -$8.61M -183,445 -96%
PFG
518
Prosperity Financial Group
California
$358K +$41K +873 +13%
MWM
519
MY Wealth Management
Maryland
$357K – – –
SCP
520
Stevens Capital Partners
Nebraska
$347K -$49K -1,045 -13%
EA
521
Emerald Advisors
Washington
$346K +$337K +7,187 New
DWP
522
Destiny Wealth Partners
Florida
$346K +$275K +5,856 +441%
RCAG
523
Rehmann Capital Advisory Group
Michigan
$345K +$81.9K +1,746 +32%
TCPG
524
Trivant Custom Portfolio Group
California
$344K +$335K +7,145 New
LWM
525
Liberty Wealth Management
California
$343K +$334K +7,126 New
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