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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
Arista Wealth Management
Nevada
$653K – – –
TF
502
Trek Financial
Arizona
$649K +$615K +12,456 New
HAS
503
HBW Advisory Services
California
$641K +$3.8K +77 +0.6%
JIP
504
Jaffetilchin Investment Partners
Florida
$641K -$1.36M -27,478 -69%
AWM
505
Accurate Wealth Management
Florida
$636K +$94.2K +1,909 +19%
DI
506
Diligent Investors
California
$633K – – –
ADL
507
Asset Dedication LLC
California
$625K -$55.9K -1,132 -9%
DRS
508
Deane Retirement Strategies
Louisiana
$623K -$2.57K -52 -0.4%
RCM
509
Raleigh Capital Management
North Carolina
$615K -$243K -4,926 -29%
AWM
510
Axxcess Wealth Management
California
$614K -$232K -4,702 -29%
HFS
511
Horizon Financial Services
North Carolina
$613K -$9.77K -198 -2%
OIM
512
Opus Investment Management
Massachusetts
$599K – – –
WWM
513
Windsor Wealth Management
Indiana
$597K +$65.9K +1,336 +13%
AA
514
AJ Advisors
Tennessee
$592K +$22.1K +447 +4%
RFN
515
RDA Financial Network
Iowa
$586K +$5.18K +105 +0.9%
CPG
516
Cornerstone Planning Group
New Jersey
$569K +$539K +10,916 New
PFA
517
Peak Financial Advisors
Colorado
$566K +$70.9K +1,436 +15%
SW
518
Simplicity Wealth
New Jersey
$556K +$63.5K +1,287 +14%
SPC
519
Sigma Planning Corp
Michigan
$552K -$237K -4,805 -31%
DI
520
DFPG Investments
Utah
$551K +$55.5K +1,125 +12%
TA
521
TFG Advisers
Michigan
$544K +$46.6K +944 +10%
VCM
522
Virtue Capital Management
Tennessee
$542K -$57.6K -1,167 -10%
IIC
523
Integrated Investment Consultants
Michigan
$537K – – –
KFG
524
Kingdom Financial Group
Arizona
$533K +$505K +10,235 New
AUB
525
Atlantic Union Bankshares
Virginia
$532K -$28.8K -584 -5%
19 20
21
22 23