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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
501
Brookwood Investment Group
Arizona
$4.77M +$720K +10,704 +19%
EFG
502
Elios Financial Group
Ohio
$4.75M -$2.47M -36,685 -36%
BFA
503
Beaumont Financial Advisors
Massachusetts
$4.75M -$241K -3,581 -5%
FSA
504
Financial Security Advisor
Virginia
$4.71M +$1.82K +27 +0%
PWM
505
Perigon Wealth Management
California
$4.7M +$422K +6,269 +11%
LA
506
Lifeworks Advisors
Michigan
$4.68M -$33.2K -493 -0.8%
MAM
507
Madison Asset Management
Wisconsin
$4.64M -$59.7K -888 -1%
VRM
508
Vectors Research Management
New York
$4.63M -$262K -3,897 -6%
PSCM
509
Per Stirling Capital Management
Texas
$4.62M +$179K +2,663 +4%
EWA
510
Emergent Wealth Advisors
New York
$4.62M -$185K -2,746 -4%
RSWM
511
Robertson Stephens Wealth Management
California
$4.62M -$1.05M -15,614 -20%
CCP
512
Cushing Capital Partners
Wisconsin
$4.56M +$565K +8,409 +15%
AP
513
Advisors Preferred
Maryland
$4.55M – – –
TCM
514
Traynor Capital Management
Pennsylvania
$4.54M +$333K +4,950 +9%
P
515
&Partners
Tennessee
$4.5M +$2.29M +33,982 +115%
PA
516
Parallel Advisors
California
$4.48M +$2.48M +36,949 +150%
BMWM
517
Brown Miller Wealth Management
Virginia
$4.47M -$107K -1,584 -3%
FGG
518
Financial Guidance Group
Florida
$4.46M +$1.38M +20,578 +50%
CWM
519
Compass Wealth Management
Connecticut
$4.43M -$54.6K -812 -1%
CCG
520
Catalina Capital Group
California
$4.42M +$239K +3,552 +6%
FWM
521
Fonville Wealth Management
Virginia
$4.38M +$526K +7,825 +15%
CFS
522
Commonwealth Financial Services
West Virginia
$4.38M +$237K +3,517 +6%
MF
523
Meridian Financial
Massachusetts
$4.34M +$160K +2,376 +4%
FTUS
524
Flow Traders U.S.
New York
$4.24M -$11.9M -177,368 -75%
TF
525
Theory Financial
Colorado
$4.19M -$4.06M -60,382 -52%
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