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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
601
Perennial Investment Advisors
California
$1.38M -$57.6K -936 -4%
IA
602
Insight Advisors
Pennsylvania
$1.36M +$32.8K +532 +3%
GA
603
GoalVest Advisory
New York
$1.35M -$11.8K -191 -0.9%
CAAS
604
Capital Asset Advisory Services
Michigan
$1.33M -$7.45K -121 -0.6%
DC
605
Davenport & Co
Virginia
$1.33M +$38.7K +629 +3%
FCC
606
Flower City Capital
New York
$1.31M -$25.4K -413 -2%
HNB
607
Huntington National Bank
Ohio
$1.31M – – –
CAG
608
Crestwood Advisors Group
Massachusetts
$1.31M -$93.3K -1,516 -7%
OSNBOA
609
Old Second National Bank of Aurora
Illinois
$1.31M +$735K +11,933 +140%
LCWP
610
Legacy Capital Wealth Partners
Arkansas
$1.3M +$1.25M +20,290 New
MC
611
Moors & Cabot
Massachusetts
$1.29M +$87.8K +1,426 +8%
T
612
TCWP
Ohio
$1.29M -$198K -3,220 -14%
BTWM
613
Baker Tilly Wealth Management
Wisconsin
$1.27M -$1.89M -30,663 -61%
CA
614
Calton & Associates
Florida
$1.27M +$328K +5,327 +37%
SI
615
Shaker Investments
Ohio
$1.26M +$380K +6,169 +46%
RWA
616
Redhawk Wealth Advisors
Minnesota
$1.26M -$55K -893 -4%
MFG
617
Magnus Financial Group
New York
$1.26M -$189K -3,072 -14%
MCM
618
MAI Capital Management
Ohio
$1.25M +$2.71K +44 +0.2%
SMC
619
Smith, Moore & Co
Missouri
$1.25M +$95.4K +1,550 +9%
MIFH
620
Migdal Insurance & Financial Holdings
Israel
$1.25M +$1.2M +19,420 New
RCA
621
Ranch Capital Advisors
Florida
$1.24M +$21.8K +354 +2%
OGF
622
Orin Green Financial
California
$1.23M +$1.19M +19,262 New
SWA
623
Stratos Wealth Advisors
Ohio
$1.21M +$218K +3,539 +23%
CI
624
CPR Investments
Michigan
$1.2M +$351K +5,707 +44%
RWM
625
Ritholtz Wealth Management
New York
$1.2M +$6.96K +113 +0.6%
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