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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
601
JNBA Financial Advisors
Minnesota
$2.39M -$74.2K -1,070 -3%
NC
602
Napatree Capital
Rhode Island
$2.37M +$2.13M +30,747 +853%
PTC
603
Private Trust Company
Ohio
$2.37M +$120K +1,732 +5%
SDWMA
604
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.32M +$49.4K +713 +2%
CA
605
Calton & Associates
Florida
$2.31M -$1.86M -26,781 -44%
LI
606
LifeWealth Investments
Florida
$2.31M +$2.32M +33,450 New
CCM
607
Condor Capital Management
New Jersey
$2.29M -$23.8K -344 -1%
D
608
Dentgroup
Louisiana
$2.28M -$1.45M -20,946 -39%
EMAM
609
Encompass More Asset Management
California
$2.26M +$1.83M +26,423 +419%
FA
610
Fermata Advisors
California
$2.25M +$25K +360 +1%
FGG
611
Financial Guidance Group
Florida
$2.24M +$482K +6,957 +27%
SWMG
612
Sanchez Wealth Management Group
Florida
$2.24M +$57.7K +832 +3%
IPWA
613
International Private Wealth Advisors
California
$2.23M +$1.47M +21,164 +189%
WT
614
Whittier Trust
California
$2.23M -$41.6K -600 -2%
OC
615
Optima Capital
Oregon
$2.2M +$2.21M +31,945 New
WFS
616
WealthGarden F.S.
California
$2.2M +$288K +4,149 +15%
AFG
617
Atomi Financial Group
New York
$2.15M -$39.8K -574 -2%
MPCL
618
My Personal CFO LLC
Washington
$2.12M -$7.28K -105 -0.3%
AC
619
Apella Capital
Connecticut
$2.12M +$832 +12 +0%
TFA
620
Teamwork Financial Advisors
Texas
$2.11M -$9.01K -130 -0.4%
OSNBOA
621
Old Second National Bank of Aurora
Illinois
$2.11M +$205K +2,952 +11%
BCFS
622
Butensky & Cohen Financial Security
Florida
$2.1M -$61.8K -891 -3%
MCM
623
MAI Capital Management
Ohio
$2.08M +$466K +6,718 +29%
SFG
624
Sterling Financial Group
California
$2.07M – – –
MWA
625
MN Wealth Advisors
Kansas
$2.06M +$136K +1,960 +7%
23 24
25
26 27