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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
526
Sandy Cove Advisors
Massachusetts
$91K +$88.1K +1,631 New
CCM
527
Cribstone Capital Management
Maine
$84K +$81K +1,500 New
LWANC
528
Laurel Wealth Advisors (North Carolina)
North Carolina
$82K +$9.18K +170 +13%
SPA
529
Shore Point Advisors
New Jersey
$82K +$79.5K +1,472 New
HFA
530
HC Financial Advisors
California
$79K +$63.7K +1,180 +504%
EIP
531
Ellis Investment Partners
Pennsylvania
$68K +$270 +5 +0.4%
SCA
532
Stonebridge Capital Advisors
Minnesota
$65K -$110K -2,041 -64%
JWM
533
Janiczek Wealth Management
Colorado
$65K +$60.3K +1,117 +2,724%
FWP
534
FAS Wealth Partners
Kansas
$62K – – –
TLFA
535
True Link Financial Advisors
California
$56K – – –
WAS
536
Winch Advisory Services
Wisconsin
$54K -$1.08K -20 -2%
GWSG
537
GPS Wealth Strategies Group
Colorado
$54K +$11.6K +215 +29%
JGIA
538
Jackson Grant Investment Advisers
Connecticut
$54K +$52.4K +970 New
BA
539
Ballast Advisors
Minnesota
$49K – – –
PWMG
540
Prestige Wealth Management Group
New Jersey
$48K -$13.7K -254 -23%
M
541
MOTCO
Texas
$46K – – –
DWP
542
Destiny Wealth Partners
Florida
$44K – – –
CPA
543
Cardiff Park Advisors
California
$44K +$42.7K +790 New
MHR
544
Matthew Hamilton Rosenberg
$41K – – –
PA
545
Parallel Advisors
California
$41K +$8.1K +150 +26%
AWA
546
Amplius Wealth Advisors
Pennsylvania
$41K +$40.5K +750 New
DAC
547
Dividend Assets Capital
South Carolina
$39K -$31.2K -578 -45%
SIS
548
Sound Income Strategies
Florida
$39K +$38K +704 New
RPCONE
549
Retirement Planning Company of New England
Rhode Island
$35K +$34.6K +640 New
S
550
SignatureFD
Georgia
$32K +$2.7K +50 +10%
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