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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
626
Colonial Trust
South Carolina
$53.9K – – –
FWP
627
FAS Wealth Partners
Kansas
$53.3K – – –
KFS
628
Kelly Financial Services
Massachusetts
$52.8K -$11.3K -240 -18%
KM
629
Kalos Management
Georgia
$49.4K – – –
WAS
630
Winch Advisory Services
Wisconsin
$46K +$141 +3 +0.3%
ST
631
Smithfield Trust
Pennsylvania
$45K – – –
GWSG
632
GPS Wealth Strategies Group
Colorado
$43.8K +$42.7K +910 New
FPFS
633
First Personal Financial Services
North Carolina
$42.9K +$41.8K +891 New
BA
634
Ballast Advisors
Minnesota
$42.6K – – –
BHWM
635
Bay Harbor Wealth Management
Maryland
$42.4K +$41.3K +881 New
PWMG
636
Prestige Wealth Management Group
New Jersey
$41.1K – – –
KHC
637
Koesten Hirschmann & Crabtree
Kansas
$39.2K +$38.2K +815 New
HWA
638
Heritage Wealth Advisors
Virginia
$38.1K +$37.1K +791 New
CSPAM
639
Cary Street Partners Asset Management
Virginia
$38K – – –
YAL
640
Your Advocates Ltd
Texas
$34.2K – – –
SIS
641
Sound Income Strategies
Florida
$33.9K – – –
CWC
642
Carolinas Wealth Consulting
North Carolina
$33.6K – – –
CPFP
643
Clear Perspectives Financial Planning
Ohio
$32.5K -$37.5K -800 -54%
DAC
644
Dividend Assets Capital
South Carolina
$32K – – –
BCMLT
645
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.9K – – –
S
646
SignatureFD
Georgia
$28.1K – – –
WWM
647
Wolff Wiese Magana
California
$27.1K – – –
AAP
648
Arax Advisory Partners
Colorado
$24.7K – – –
AIM
649
Anchor Investment Management
South Carolina
$24.1K – – –
AIP
650
Ahrens Investment Partners
Louisiana
$23.5K +$22.9K +488 New
24 25
26
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