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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
501
American Money Management
California
$776K -$29.2K -558 -3%
SFM
502
Signet Financial Management
New Jersey
$771K – – –
MCM
503
MAI Capital Management
Ohio
$766K – – –
HA
504
Hofer & Associates
California
$763K +$41.7K +798 +6%
DCS
505
Destiny Capital Securities
Colorado
$757K +$788K +15,063 New
DI
506
DFPG Investments
Utah
$755K +$236K +4,508 +44%
SW
507
Simplicity Wealth
New Jersey
$746K +$219K +4,180 +39%
WCP
508
Welch Capital Partners
New York
$743K +$773K +14,780 New
RFN
509
RDA Financial Network
Iowa
$736K +$178K +3,399 +30%
DRS
510
Deane Retirement Strategies
Louisiana
$729K +$134K +2,562 +21%
PFG
511
PAX Financial Group
Texas
$723K +$46.5K +889 +7%
CWMGP
512
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$719K -$35.5K -679 -5%
SA
513
Stewardship Advisors
Pennsylvania
$717K +$62.8K +1,200 +9%
HFS
514
Horizon Financial Services
North Carolina
$716K +$129K +2,475 +21%
AA
515
AlphaMark Advisors
Kentucky
$713K +$742K +14,183 New
KFG
516
Kingdom Financial Group
Arizona
$710K +$204K +3,891 +38%
CA
517
Corrado Advisors
New Jersey
$709K -$42.8K -818 -5%
GM
518
GeoWealth Management
Illinois
$707K -$7.95K -152 -1%
MIAS
519
Mason Investment Advisory Services
Virginia
$700K +$728K +13,918 New
LSAG
520
Lake Street Advisors Group
New Hampshire
$696K +$9.05K +173 +1%
CM
521
Churchill Management
California
$684K -$65.2K -1,246 -8%
JSA
522
Jacobson & Schmitt Advisors
Wisconsin
$683K -$30.4K -582 -4%
ES
523
ETF Store
Kansas
$681K +$61.9K +1,183 +10%
AWM
524
Avior Wealth Management
Nebraska
$671K -$58.7K -1,122 -8%
C
525
Certuity
Florida
$663K – – –
19 20
21
22 23